Understanding SEC Form 10-Q

Federal securities laws mandate that publicly-traded companies provide certain information to shareholders and the general public. These disclosures may occur periodically or as specific events occur. A company utilizes Form 10-Q—one of many required by the SEC—upon the completion of each quarter to disclose unaudited financial statements and give an overview of the company’s financial situation.

The exact filing dates depend on the organization’s fiscal year, but it is necessary to file three 10-Q reports each year. The final quarter of the year is not necessary, as noted above, because information from that quarter is included in the company's 10-K filing. This report, unlike the 10-Q, is audited and is filed annually.

The 10-Q provides investors with the financial position of companies on an ongoing basis. The deadline for filing a 10-Q depends on a company's available float. Anyone who wishes to look up a company's 10-Q or other filings can go to the SEC's EDGAR database by entering "10-Q" in the form type box.

Important:

A company's form 10-Q is available on the SEC's EDGAR database.

Comments

Growth Stock

What Is a Growth Stock? A growth stock is any share in a company that is anticipated to grow at a rate significantly above the average growth for the market. These stocks generally do not pay dividends. This is because the issuers of growth stocks are usually companies that want to reinvest any earnings they accrue in order to accelerate growth in the short term. When investors invest in growth stocks, they anticipate that they will earn money through capital gains when they eventually sell their shares in the future.

Updated estimates of the impact of COVID-19 on global poverty

In April we estimated that COVID-19 is pushing between 40 and 60 million into extreme poverty . Since then, the epicenter of the pandemic has shifted from Europe and North America to the global south . This has increased the death toll in low- and middle-income countries, induced longer shutdowns, and increased the economic costs of the pandemic. As a result, our estimates of the impact of the virus on global poverty have shifted as well. Using the newly launched growth forecasts of June from the Global Economic Prospects , we can update the estimate of the pandemic’s impact on global poverty . The new growth forecasts contain two scenarios—baseline and downside—allowing us to explore two different scenarios for how the pandemic may impact poverty. The baseline scenario assumes that the outbreak remains at levels currently expected and that activity recovers later this year, while the downside scenario assumes that outbreaks persist longer than expected, fo...

What Is a Quarterly Earnings Report?

A quarterly earnings report is a quarterly filing made by public companies to report their performance. Earnings reports include items such as net income, earnings per share, earnings from continuing operations, and net sales. By analyzing quarterly earnings reports, investors can begin to gauge the financial health of the company and determine whether it deserves their investment. Fundamental analysts believe that good investments are identified with hard work in the form of ratio and performance analysis. Particular attention is paid to the trend in ratios gleaned from the quarterly earnings reports over time, rather than solely the single data point from each report. One of the most anticipated numbers for analysis is earnings per share, because it provides an indication of how much the company earned for its shareholders.

Financial Info

Search This Blog