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GET
/
kpi
/
guidance
Get forward guidance
curl --request GET \
  --url https://api.financialdatasets.ai/kpi/guidance \
  --header 'X-API-KEY: <api-key>'
{
  "kpi_guidance": [
    {
      "ticker": "DAL",
      "metric_name": "Operating Margin",
      "period": "Q2 2026",
      "period_type": "quarterly",
      "value": 123,
      "unit": "%",
      "segment": "<string>",
      "low": 6,
      "high": 8,
      "point_estimate": 123,
      "prior_value": 123,
      "raw_text": "<string>",
      "change_direction": "initiated",
      "source_text": "<string>",
      "source_url": "<string>"
    }
  ]
}

​
Overview

The KPI Guidance API returns structured forward guidance extracted from earnings releases. Guidance is delivered as ranges (low/high), point estimates, or directional signals. Examples: operating margin guidance of 6-8%, EPS guidance of 1.00−1.00-1.50, capacity growth of flat YoY, fuel price assumptions, FFO per share outlook.
Pro and above — Available to Pro and Enterprise customers. Coverage begins with Q1 2026 earnings season and expands with each new release.

​
Available Tickers

You can fetch a list of available tickers with a GET request to: https://api.financialdatasets.ai/kpi/guidance/tickers/

​
Getting Started

  1. Add your API key to the header of the request as X-API-KEY.
  2. Add the required query param ticker.
  3. Execute the API request.

​
Filtering the Data

ParameterRequiredDescription
tickerYesStock ticker symbol (e.g., DAL, PLD)
metric_nameNoFilter to a specific metric
periodNoquarterly (default) or annual
report_period_gteNoOnly return guidance on or after this date (YYYY-MM-DD)
report_period_lteNoOnly return guidance on or before this date (YYYY-MM-DD)
limitNoNumber of periods to return (default: 4, max: 50)

​
Example

KPI Guidance
import requests

headers = {
    "X-API-KEY": "your_api_key_here"
}

ticker = "DAL"
url = f"https://api.financialdatasets.ai/kpi/guidance?ticker={ticker}"

response = requests.get(url, headers=headers)
data = response.json()
kpi_guidance = data["kpi_guidance"]

​
Example Response

{
  "kpi_guidance": [
    {
      "ticker": "DAL",
      "metric_name": "Operating Margin",
      "unit": "%",
      "period": "Q2 2026",
      "period_type": "quarterly",
      "low": 6.0,
      "high": 8.0,
      "change_direction": "initiated",
      "source_text": "Operating margin guidance of 6-8%",
      "source_url": "https://www.sec.gov/Archives/..."
    },
    {
      "ticker": "DAL",
      "metric_name": "Earnings Per Share",
      "unit": "dollars",
      "period": "Q2 2026",
      "period_type": "quarterly",
      "low": 1.0,
      "high": 1.5,
      "change_direction": "initiated",
      "source_text": "Earnings per share of $1.00-$1.50",
      "source_url": "https://www.sec.gov/Archives/..."
    }
  ]
}

​
Response Fields

FieldTypeDescription
lownumberLow end of the guidance range
highnumberHigh end of the guidance range
point_estimatenumberSingle-point guidance (when no range is given)
prior_valuenumberPrior guidance value (for revisions)
change_directionstringDirection of guidance: raised, lowered, maintained, initiated, withdrawn
raw_textstringOriginal guidance text from the filing

​
Notes

  • Guidance periods are forward-looking (e.g., Q2 2026 guidance reported in a Q1 2026 filing).
  • The source_url links directly to the source document with text highlighting when available.

Authorizations

​
X-API-KEY
string
header
required

API key for authentication.

Query Parameters

​
ticker
string
required

The ticker symbol.

​
metric_name
string

Filter to a specific metric.

​
period
enum<string>
default:quarterly

Filter by period type: quarterly or annual.

Available options:
quarterly,
annual
​
report_period_gte
string<date>

Only return guidance on or after this date (YYYY-MM-DD).

​
report_period_lte
string<date>

Only return guidance on or before this date (YYYY-MM-DD).

​
limit
integer
default:4

Number of periods to return.

Required range: x <= 50

Response

Guidance response

​
kpi_guidance
object[]