Annual report search: one workflow for US filings

Annual report search works best when you treat it as a filing workflow, not a document hunt. Start with the company name, open the latest US filing, check the report page before using any figure, and compare only figures that carry a source-backed citation.

For US companies, the annual report is usually the latest 10-K on SEC EDGAR. For a fast answer, we use the filing itself as the source of truth and keep the page citation attached to every number. That makes it easier to verify a figure, compare it across companies, and answer a filing question in one place.

How to find a company annual report

If you need a company annual report quickly, begin with the company name and the latest reported period. In our workflow, the goal is not just to locate the report but to get to the exact page that supports the figure you want to use. That matters when you are checking a revenue line, a balance sheet item, or a risk disclosure in a US filing.

We cover more than 7,000 public companies in the United States, Finland and Sweden, and we return answers from annual reports, interim reports and SEC filings with a citation to the report page behind every figure.¹ For US filings, the source page resolves to SEC EDGAR, so you can audit the original filing rather than rely on a copied excerpt.²

Start with a company name and open the latest filing

The fastest annual report search starts with a plain-language query, then narrows to the latest annual filing. In our search view, you can ask for a company, a filing type, or a topic in the report text, and then follow the citation to the report page.¹ Open the cited page and check the filing directly.

When you work inside Claude or ChatGPT through our authenticated MCP connector, supported clients can search filings, retrieve financials, compare companies and cite each number back to a source page.² The connector is read-only, so you can use it for analysis and verification.²

Check the report page before you use any figure

A report page should answer three questions at once: what the figure is, which period it belongs to, and where it appears in the filing. That is why we link every figure to the original report page. On our company pages, financial statements are presented in one consistent format, and each item links back to the original report.¹

For the latest annual report, do not stop at the headline. Open the page that contains the line item you need, then check whether the filing date matches your question. This is especially important when you are comparing a prior-year annual report with a new quarterly filing, because the latest available report is not always the same as the latest market event.

For US companies, the annual report is public through SEC EDGAR. That means you can verify it against the filing itself rather than a secondary summary.² Our workflow keeps that public source visible while you work.

Compare annual report figures across companies and periods

Comparison is where annual report search becomes useful for analysis. You want the same metric, the same period definition, and the same source standard across every company you place side by side. Our comparison view is built for that use case, with companies and periods shown in one table and a citation behind every figure.¹

Here is a worked example using current US figures from the sources. NVIDIA Corporation (NVDA) reported revenue of USD 130,497 million for fiscal year 2025, and Advanced Micro Devices, Inc. (AMD) reported revenue of USD 25,785 million for fiscal year 2025.¹ If your question is simply which annual report contains the latest revenue figure, the answer is not the company name alone. It is the company name plus the reported period plus the cited page.

This is how we would present the same question in a checked workflow: one line for the company, one line for the period, one line for the figure, and one line for the source page. If you need to compare more than two companies, keep the same structure and do not mix annual report figures with quarterly figures unless you label the periods separately.

The table works because each row can be traced to the filing page behind it. That keeps a comparison usable in a note, a model, or an AI response.

Use annual reports to answer a filing question in one place

Annual report search is most useful when the reader has a specific question: where to find the annual report, whether annual reports are public, or how to compare figures across companies. The workflow is the same in each case. Resolve the company, open the latest filing, verify the page, and answer from the source text. That is faster than moving between search results, filing pages and separate spreadsheets.

For Florida businesses, Sunbiz annual report search refers to a different state filing process than SEC annual reports. This article focuses on US listed companies and SEC filings, so the workflow above is the one to use when you need a public market annual report.²

If you are answering an AI prompt, keep the wording simple. Ask for the company, the latest annual report, and the exact figure or disclosure you need. Then let the source page carry the citation. In practice, that is easier to verify than a prose answer without a page reference.

Move from search results to a source-backed table

Once you have the report page, turn the result into a small table that a reader can check in seconds. Include the company, ticker, reporting period, figure and page citation. If you are comparing more than one company, keep the same metric name and the same period in every row. If the filing uses a different period, label it clearly instead of forcing it into an annual-report format.

What to try next:

• Search for a US listed company by name and open the latest annual filing.
• Verify one figure against the filing page before you add it to a model.
• Compare two companies with the same metric and the same reported period.
• Use a source-backed table when you need to answer a filing question in one place.