> ## Documentation Index
> Fetch the complete documentation index at: https://docs.financialdatasets.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# Metrics

> Get operational key performance indicators from earnings releases.

### Overview

The KPI Metrics API returns structured operational KPIs that are not available in standard financial statements. These are the metrics that drive investment theses:

* **Airlines**: load factor, CASM-ex-fuel, passenger yield, revenue per ASM, fuel cost per gallon
* **Banks**: CET1 ratio, net interest margin, efficiency ratio, ROTCE, trading revenue
* **REITs**: FFO per share, same-store NOI growth, occupancy, lease spreads, cap rates
* **Retail**: comparable store sales, e-commerce growth, membership revenue
* **Semiconductors**: data center revenue, gaming revenue, automotive revenue

Data is sourced from earnings releases, earnings call transcripts, and press releases. Each metric includes the source text and a direct link to the source document.

### Coverage

| Tickers | Years of Coverage | Updated           |
| ------- | ----------------- | ----------------- |
| 600+    | 3+ years          | Within 10 seconds |

### Available Tickers

You can fetch a list of available tickers with a `GET` request to:
[https://api.financialdatasets.ai/kpi/metrics/tickers/](https://api.financialdatasets.ai/kpi/metrics/tickers/)

### Available Sectors

You can fetch a list of available sectors with a `GET` request to:
[https://api.financialdatasets.ai/kpi/metrics/sectors/](https://api.financialdatasets.ai/kpi/metrics/sectors/)

### Getting Started

There are only 3 steps for making a successful API call:

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

| Parameter           | Required | Description                                                                                           |
| ------------------- | -------- | ----------------------------------------------------------------------------------------------------- |
| `ticker`            | Yes      | Stock ticker symbol (e.g., `DAL`, `JPM`)                                                              |
| `metric_name`       | No       | Filter to a specific metric (e.g., `load_factor`, `cet1_ratio`)                                       |
| `period`            | No       | `quarterly` (default) or `annual`                                                                     |
| `report_period_gte` | No       | Only return metrics on or after this date (`YYYY-MM-DD`)                                              |
| `report_period_lte` | No       | Only return metrics on or before this date (`YYYY-MM-DD`)                                             |
| `limit`             | No       | Number of periods to return (default: 4, max: 50). Returns all metrics for the N most recent periods. |

### Example

```python KPI Metrics theme={"theme":{"light":"vitesse-light","dark":"vitesse-dark"}}
import requests

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

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

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

### Example Response

```json theme={"theme":{"light":"vitesse-light","dark":"vitesse-dark"}}
{
  "kpi_metrics": [
    {
      "ticker": "DAL",
      "metric_name": "load_factor",
      "value": 82.0,
      "unit": "%",
      "period": "Q4 2025",
      "period_type": "quarterly",
      "yoy_value": 84.0,
      "yoy_change_pct": -2.381,
      "source_text": "Passenger load factor",
      "source_url": "https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/deltaairlinesannouncesdece.htm#:~:text=Passenger%20load%20factor,82"
    },
    {
      "ticker": "DAL",
      "metric_name": "casm_ex_fuel",
      "value": 14.27,
      "unit": "cents",
      "period": "Q4 2025",
      "period_type": "quarterly",
      "yoy_value": 13.72,
      "yoy_change_pct": 4.01,
      "source_text": "CASM-Ex - see Note A (cents)",
      "source_url": "https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/deltaairlinesannouncesdece.htm#:~:text=CASM-Ex%20-%20see%20Note%20A%20%28cents%29,14.27"
    },
    {
      "ticker": "DAL",
      "metric_name": "passenger_yield",
      "value": 21.58,
      "unit": "cents",
      "period": "Q4 2025",
      "period_type": "quarterly",
      "source_text": "Passenger yield (cents)",
      "source_url": "https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/deltaairlinesannouncesdece.htm#:~:text=Passenger%20yield%20%28cents%29,21.58"
    }
  ]
}
```

### Notes

* The `source_url` links directly to the source document. When a text-level citation is available, the URL includes a fragment that highlights the source text in the browser.


## OpenAPI

````yaml GET /kpi/metrics
openapi: 3.0.1
info:
  title: Financial Datasets API
  description: >-
    Stock market API with real-time and historical financial data for 27,000+
    tickers over 30+ years. Financial statements, equity prices, insider trades,
    SEC filings, and more.
  version: 1.0.0
  license:
    name: MIT
    url: https://opensource.org/licenses/MIT
  contact:
    name: API Support
    url: mailto:support@financialdatasets.ai
    email: support@financialdatasets.ai
  termsOfService: https://financialdatasets.ai/terms-of-use
servers:
  - url: https://api.financialdatasets.ai/
    description: Production server
security:
  - X-API-KEY: []
tags:
  - name: Financial Statements
    description: Access to income statements, balance sheets, and cash flow statements
  - name: Market Data
    description: Real-time and historical price data
  - name: Company Information
    description: Company facts like ticker, name, and description
  - name: Earnings
    description: Earnings data and related information
  - name: News
    description: Real-time and historical news articles
  - name: SEC Filings
    description: SEC filings and regulatory documents
  - name: Insider Trades
    description: Insider trading activity and transactions
  - name: Activist Ownership
    description: Activist stakes from SEC Schedule 13D filings, in real time
  - name: Beneficial Ownership
    description: >-
      Holders of more than 5% of a company's shares, from SEC Schedules 13D and
      13G
  - name: Insider Ownership
    description: Insider ownership statements from SEC Forms 3 and 5
  - name: Institutional Holdings
    description: SEC-direct 13F equity holdings of institutional investment managers
  - name: Index Funds
    description: >-
      ETF and index-fund holdings, weights, and the funds that hold a given
      security
  - name: Financial Metrics
    description: Financial ratios, metrics, and key performance indicators
  - name: Macroeconomics
    description: Real-time and historical macroeconomic data like interest rates
  - name: KPIs
    description: Sector-specific operational KPIs extracted from earnings releases.
paths:
  /kpi/metrics:
    get:
      tags:
        - KPIs
      summary: Get KPI metrics
      description: >-
        Get sector-specific operational KPIs for a ticker. Includes metrics like
        load factor, CET1 ratio, same-store sales, FFO per share, and more.
        Sourced from SEC 8-K earnings releases.
      operationId: getKPIMetrics
      parameters:
        - name: ticker
          in: query
          description: The ticker symbol.
          required: true
          schema:
            type: string
        - name: metric_name
          in: query
          description: Filter to a specific metric (e.g., load_factor, cet1_ratio).
          required: false
          schema:
            type: string
        - name: period
          in: query
          description: 'Filter by period type: quarterly or annual.'
          required: false
          schema:
            type: string
            enum:
              - quarterly
              - annual
            default: quarterly
        - name: report_period_gte
          in: query
          description: Only return metrics on or after this date (YYYY-MM-DD).
          required: false
          schema:
            type: string
            format: date
        - name: report_period_lte
          in: query
          description: Only return metrics on or before this date (YYYY-MM-DD).
          required: false
          schema:
            type: string
            format: date
        - name: limit
          in: query
          description: >-
            Number of periods to return. Returns all metrics for the N most
            recent periods.
          required: false
          schema:
            type: integer
            default: 4
            maximum: 50
      responses:
        '200':
          description: KPI metrics response
          content:
            application/json:
              schema:
                $ref: '#/components/schemas/KPIMetricsResponse'
        '400':
          $ref: '#/components/responses/BadRequestError'
        '401':
          $ref: '#/components/responses/UnauthorizedError'
        '402':
          $ref: '#/components/responses/PaymentRequiredError'
        '403':
          description: Enterprise access required
          content:
            application/json:
              schema:
                type: object
                properties:
                  error:
                    type: string
                    example: Early access
                  message:
                    type: string
                    example: >-
                      KPI endpoints are in early access. Contact
                      support@financialdatasets.ai for access.
components:
  schemas:
    KPIMetricsResponse:
      type: object
      properties:
        kpi_metrics:
          type: array
          items:
            $ref: '#/components/schemas/KPIMetric'
    KPIMetric:
      type: object
      required:
        - ticker
        - metric_name
        - value
        - unit
        - period
        - period_type
      properties:
        ticker:
          type: string
          description: Stock ticker symbol.
          example: DAL
        metric_name:
          type: string
          description: Canonical metric name.
          example: load_factor
        value:
          type: number
          nullable: true
          description: Extracted numeric value.
          example: 82
        unit:
          type: string
          description: Unit of measure (e.g., %, cents, dollars, miles, count).
          example: '%'
        period:
          type: string
          description: >-
            Reporting period (e.g., Q4 2025, FY 2025, or a date like 2025-04-30
            for non-standard fiscal years).
          example: Q4 2025
        period_type:
          type: string
          enum:
            - quarterly
            - annual
          description: Whether this is a quarterly or annual figure.
          example: quarterly
        segment:
          type: string
          nullable: true
          description: >-
            Business segment, geography, or sub-category. Only present when the
            metric is reported for a sub-unit rather than the consolidated
            entity.
          example: Commercial Engines & Services
        yoy_value:
          type: number
          nullable: true
          description: Year-over-year comparison value from the prior period.
          example: 84
        yoy_change_pct:
          type: number
          nullable: true
          description: Year-over-year percentage change.
          example: -2.381
        source_text:
          type: string
          nullable: true
          description: The source text span from the filing where this value was found.
          example: Passenger load factor
        source_url:
          type: string
          format: uri
          description: >-
            Direct link to the SEC filing. When available, includes a text
            fragment that highlights the source in the browser.
          example: >-
            https://www.sec.gov/Archives/edgar/data/27904/000002790426000008/deltaairlinesannouncesdece.htm
    ErrorResponse:
      type: object
      properties:
        error:
          type: string
          description: A short error message.
        message:
          type: string
          description: A more detailed error message.
  responses:
    BadRequestError:
      description: Bad request
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            error: Bad Request
            message: Invalid request parameters
    UnauthorizedError:
      description: Unauthorized
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            error: Unauthorized
            message: Invalid API key provided
    PaymentRequiredError:
      description: The request requires a paid subscription
      content:
        application/json:
          schema:
            $ref: '#/components/schemas/ErrorResponse'
          example:
            error: Payment Required
            message: >-
              This endpoint requires a paid subscription. Please upgrade your
              plan.
  securitySchemes:
    X-API-KEY:
      type: apiKey
      name: X-API-KEY
      description: API key for authentication.
      in: header

````