annual report
Company's yearly disclosure
An annual report is a comprehensive document that companies and organizations issue yearly to shareholders and stakeholders, summarizing financial performance, operations, and future outlook.
Public companies are legally required to file them.
The term extends to yearly summaries from nonprofits, government agencies, and other institutions: The university's annual report highlighted record enrollment.
Assets-liabilities-equity report
- income statementPeriodic profit-loss report
- cash flowMoney entering and exiting
- revenueBusiness income total
- expensesMoney spent on things
profit · loss · assets · liabilities · equity · earnings per share · dividends · net income
Owners of company stock
- boardFlat rigid panel
- CEOTop corporate officer
- stakeholdersThose with investment in outcome
- governanceHow authority is exercised
strategy · management · leadership · executive summary · mission · vision · fiscal year · transparency
Issued written material
- filingStoring documents systematically
- prospectusFormal investment disclosure document
- disclosureAct of revealing information
- SEC filingRequired corporate regulatory submission
10-K · glossy · print · PDF · download · cover · layout · infographics
Methodical study of parts
- assessmentFormal evaluation of worth
- auditFormal accounts examination
- evaluationDetermining worth or quality
- overviewBroad general summary
commentary · examination · retrospective · year in review · narrative · highlights · challenges · opportunities
Increase in size
- resultsWhat follows from effort
- targetsIntended aims or marks
- KPIsMeasurable performance benchmarks
- metricsStandards for assessment
milestones · achievements · year-over-year · benchmarks · outlook · projections · market share · productivity
balance sheet
Assets-liabilities-equity report
- income statementPeriodic profit-loss report
- cash flowMoney entering and exiting
- revenueBusiness income total
expenses · profit · loss · assets · liabilities · equity · earnings per share · dividends · net income · gross margin
shareholders
Owners of company stock
- boardFlat rigid panel
- CEOTop corporate officer
- stakeholdersThose with investment in outcome
governance · strategy · management · leadership · executive summary · mission · vision · fiscal year · transparency · accountability
publication
Issued written material
- filingStoring documents systematically
- prospectusFormal investment disclosure document
- disclosureAct of revealing information
SEC filing · 10-K · glossy · print · PDF · download · cover · layout · infographics · charts
analysis
Methodical study of parts
- assessmentFormal evaluation of worth
- auditFormal accounts examination
- evaluationDetermining worth or quality
overview · commentary · examination · retrospective · year in review · narrative · highlights · challenges · opportunities · risk factors
growth
Increase in size
metrics · milestones · achievements · year-over-year · benchmarks · outlook · projections · market share · productivity · efficiency
- company infocompany name, location, about us, address, phone number
- reportsstatus update, monthly summary, executive summary, SEC filing, internal audit
- budget reportsoperating budget, capital budget, expenditures, allocations, appropriations
- business reportsmarket analysis, financial statement, income statement, balance sheet, executive summary
- corporate documentsemployee handbook, memo, internal memo, policy manual, board minutes
- financial documentsinvoice, receipt, check, bill, deposit slip
annual reportquarterly report
Periodic corporate financial disclosure
quarterly earnings · monthly report · interim report · daily report · daily briefing
annual reportclassified report
Restricted-access official document
trade secret · private correspondence · sealed records · non-disclosure
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