Operating Gains Losses (Historical) Formula in Excel

Understanding Operating Gains Losses (Historical)

The Operating Gains Losses (Historical) formula in Excel with MarketXLS helps you retrieve a company’s historical operating gains or losses for a specific period. This allows investors and analysts to:

  • Evaluate performance over particular quarters or years
  • Compare operating profitability across multiple timeframes
  • Make informed investment decisions based on historical trends

? Pro Tip: Use this function to assess how operational changes have impacted a company’s bottom line over different reporting periods.

Syntax and Parameters

Use the MarketXLS function name hf_Operating_Gains_Losses in Excel:

=hf_Operating_Gains_Losses(Symbol, year, [quarter], [TTM])
Parameter Description Required Example
Symbol The ticker symbol or identifier of the security (e.g., stock, index). Yes "MSFT", "^SPX", "@MSFT 110122C00020000", "BTCUSD:DEFAULT"
year The reporting year. Accepts direct year (e.g., "2022"), relative terms (e.g., "ly", "lq"), or a date string. Yes "2022", "lq", "ly", "2024-03-15"
quarter The quarter number: "1", "2", "3", or "4". Omitting uses default "1". No "2"
TTM Set to "TTM" to retrieve trailing-twelve-month data. Leave blank otherwise. No "TTM"

Return Value: The function returns a numeric value representing historical operating gains/losses. If the symbol or data is invalid, it returns "NA".

?? Note: Large datasets or multiple calls may affect performance, as each function fetches data from MarketXLS servers.

Examples and Usage

Basic Examples

  1. Retrieve operating gains/losses for year 2022:
    =hf_Operating_Gains_Losses("MSFT", "2022")
  2. Retrieve data for year 2022 and quarter 2:
    =hf_Operating_Gains_Losses("MSFT", "2022", "2")
  3. Get data for trailing twelve months in year 2022 starting quarter 3:
    =hf_Operating_Gains_Losses("MSFT", "2022", "3", "TTM")

Relative Periods

  1. Last Quarter:
    =hf_Operating_Gains_Losses("MSFT", "lq")
  2. Last Quarter Minus One:
    =hf_Operating_Gains_Losses("MSFT", "lq-1")
  3. Last Year:
    =hf_Operating_Gains_Losses("MSFT", "ly")
  4. Last 12 Months:
    =hf_Operating_Gains_Losses("MSFT", "lt")

Specifying Year as a Date

You can also provide the second parameter (year) in various ways:

  1. Cell reference:
    =hf_Operating_Gains_Losses("MSFT", A1)
  2. Direct date string:
    =hf_Operating_Gains_Losses("MSFT", "2024-03-15")
  3. Excel date function:
    =hf_Operating_Gains_Losses("MSFT", TEXT(A1,"yyyy-mm-dd"))

Common Questions

Why am I getting NA?

  • The symbol may be invalid or unsupported.
  • There may be no data reported for the specified year or quarter.
  • The license might be invalid for certain data types.

Can I use this function for any security type?

Yes. You can use it for stocks, indices, options (with "@"), or even cryptocurrencies (e.g., "BTCUSD:DEFAULT").

How often is the data updated?

MarketXLS data is regularly updated. However, data availability depends on the security’s reporting schedule.

What are some related functions?

  • Revenue (Historical)
  • Cost Of Revenue (Historical)
  • Gross Profit (Historical)
  • R & D Expenses (Historical)
  • Selling General and Administrative Expense (Historical)