Net Income From Total Operations (Historical) Formula in Excel

Understanding Net Income From Total Operations (Historical)

The Net Income From Total Operations (Historical) formula in Excel with MarketXLS helps investors and analysts review a company’s net profitability over specific historical periods.

  • This formula retrieves net income figures from past annual or quarterly reports.
  • It assists in identifying earnings trends, enabling quick comparisons of performance over various time frames.
  • Use it to make informed decisions on investment strategies and valuation analysis.

Syntax and Parameters

Use the following syntax when entering the formula in Excel:

=hf_Net_Income_from_Total_Operations(Symbol, year, [quarter], [TTM])
Parameter Description Required Example
Symbol The ticker or instrument symbol. It can be a regular stock symbol (“MSFT”), indices (“^SPX”), options (“@MSFT 110122C00020000”), or crypto (“BTCUSD:DEFAULT”). Yes "MSFT"
year The year you want to evaluate (e.g., 2023). Supports “ly” for last year, “ly-1” for prior year offsets, etc. Yes "2023"
quarter Calendar quarter (1, 2, 3, 4). If omitted, defaults to 1. Supports “lq” for last quarter, “lq-1” for prior quarter offsets. No "2"
TTM To specify trailing twelve months, use "TTM" or "lt" (for last 12 months). If left blank, defaults to standard period data. No "TTM"

?? Note: If an invalid ticker or date range is provided, the formula returns “NA.”

Return Value

  • Returns a numeric Double value representing net income from total operations.
  • If data is unavailable or an error occurs, returns "NA".

? Pro Tip: Combine this function with other fundamental formulas (e.g., Revenue (Historical)) to build comprehensive financial models in Excel.

Examples and Usage

Below are some practical examples demonstrating different input scenarios and usage patterns:

  1. Basic annual period query:

    =hf_Net_Income_from_Total_Operations("MSFT", "2022")

    Retrieves net income for Microsoft in the year 2022.

  2. Quarterly lookup with trailing 12 months:

    =hf_Net_Income_from_Total_Operations("MSFT", "2022", 2, "TTM")

    Returns net income covering the trailing 12 months from Q2 2022.

  3. Last quarter offsets:

    =hf_Net_Income_from_Total_Operations("MSFT", "lq-1")

    The net income from one quarter before the most recent quarter for Microsoft.

  4. Different symbol types:

    • Regular stock:
      =hf_Net_Income_from_Total_Operations("MSFT", "2023")
    • Index:
      =hf_Net_Income_from_Total_Operations("^SPX", "2023", 2)
    • Option:
      =hf_Net_Income_from_Total_Operations("@MSFT 110122C00020000", "2023", 4)
    • Crypto:
      =hf_Net_Income_from_Total_Operations("BTCUSD:DEFAULT", "2023")

  5. Using cell references and date functions:

    =hf_Net_Income_from_Total_Operations(A1, A2) 
=hf_Net_Income_from_Total_Operations("2024-03-15", "2024", 1)
=hf_Net_Income_from_Total_Operations(TEXT(A3,"yyyy-mm-dd"), "2025", 3, "TTM")

?? Note: Always ensure your MarketXLS add-in is active and you have a valid subscription plan that supports historical fundamental data retrieval.

Common Questions

What if I see “NA” as a result?

  • Check if the provided symbol is correct (e.g., “MSFT” vs. “MSTF”).
  • Verify the year and quarter parameters. Some companies might not have all quarterly data.
  • Ensure your MarketXLS subscription includes fundamental data for the chosen symbol type.

Can I pull data for multiple periods at once?

  • Each cell only retrieves data for one specific period at a time. To review multiple periods, duplicate the formula across different cells, each with unique parameters.

Are there performance considerations with many formulas?

  • Retrieving large volumes of data can slow Excel. If performance is an issue, consider using fewer requests or caching results with Excel features like cell referencing.

Does the function work with foreign markets or indices?

  • It works for most supported global symbols and major indices. For unsupported markets, the formula may return “NA.”

Use the Net Income From Total Operations (Historical) formula in Excel with MarketXLS to accurately evaluate historic net incomes over different timeline slices. This invaluable insight can help guide data-driven investment choices.

Get Access to 1 Billion Usable Market data points IN YOUR EXCEL SHEETS WITH EASY TO USE EXCEL FUNCTIONS

Get started today
MarketXLS Excel Add-in Tutorial - How to Use Net Income From Total Operations (Historical) and Other Financial Formulas
▶
How does MarketXLS work?