How to obtain fiscal quarter period name, earnings release as well as period start and end dates

ikatz
ikatz Newcomer
in Eikon Data APIs

I am looking to obtain the fiscal period name, start and end date as well as earnings release date for a set of tickers. I can obtain the earnings release date and period end date using the code below, but I am unsure how to get the actual fiscal quarter/period (i.e. FY19 Q1)

ek.get_data(['AAPL.OQ'],['TR.EventType','TR.EventType.date','TR.PreferredMeasureActValue.periodenddate'],
{'SDate':'2018-01-01','EDate':'-1W','EventType':'RES','Frq':'FQ','Period':'FQ0'})

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Best Answer

  • Alex Putkov.1
    Alex Putkov.1 ✭✭✭✭✭
    Answer ✓

    For this purpose rather than querying company events you're better off querying company reports general info, e.g.

    ek.get_data('AAPL.O',['TR.ISOriginalAnnouncementDate',
                          'TR.ISPeriodEndDate','TR.ISPeriodEndDate.fpa'],
               {'Period':'FQ0;FQ-8'})

Answers

  • ikatz
    ikatz Newcomer

    @Alex Putkov.1 Thank you for the answer. Would you happen to know why the TR.ISPeriodEndDate would be different than the TR.PreferredMEasureActValue.periodenddate for a given fiscal quarter? As an example, for AAPL.O, in FY2019Q2, your code gives a period end date of 3/30/19 vs. 3/31/19 (which is correct, I believe) for the code that I initially approved.

    Also is there similar syntax that could be used to get the period start date?

  • Alex Putkov.1
    Alex Putkov.1 ✭✭✭✭✭

    3/30/19 period end date is correct. It is taken from 10-Q filing. You can view the filing in Eikon application.

    image

    I raised case 07718458 with Refinitiv Helpdesk on your behalf for the inconsistency in fiscal period end date between company reports and I/B/E/S Estimates. The Helpdesk will look into the issue and get back to you with their findings.
    I don't believe there's a field that provides fiscal period start date, but you may want to verify this with Refinitiv Helpdesk. In general any content questions or issues are best reported to Refinitiv Helpdesk. From my end I can suggest calculating fiscal period start date by adding a day to the previous fiscal period end date.

  • ikatz
    ikatz Newcomer

    Appreciate the help, @Alex Putkov.1

  • icbcsydney
    icbcsydney Newcomer

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