Waterfall P&L bridge

Python Code

"""Waterfall P&L bridge — Apple FY2024 income statement (10-K, ended 2024-09-28)."""


import plotly.graph_objects as go


# Source: Apple FY2024 10-K, all figures in $M
ROWS = [
    # (label,            value,    measure)
    ("Revenue",          391_035,  "absolute"),
    ("COGS",            -210_352,  "relative"),
    ("Gross Profit",          0,   "total"),
    ("OpEx",            -57_467,   "relative"),
    ("Operating Income",      0,   "total"),
    ("Tax",             -29_749,   "relative"),
    ("Net Income",            0,   "total"),
]

LABELS, VALUES, MEASURES = zip(*ROWS)

TEXT_LABELS = [
    "$391.0B", "−$210.4B", "$180.7B",
    "−$57.5B", "$123.2B", "−$29.7B", "$93.7B",
]


def generate():
    print("building Apple FY2024 waterfall (hardcoded 10-K data) …")
    fig = go.Figure(go.Waterfall(
        orientation="v",
        measure=list(MEASURES),
        x=list(LABELS),
        y=list(VALUES),
        text=TEXT_LABELS,
        textposition="outside",
        connector=dict(line=dict(color="#d9d9e0")),
        increasing=dict(marker=dict(color=GREEN)),
        decreasing=dict(marker=dict(color=PINK)),
        totals=dict(marker=dict(color=VIOLET)),
    ))
    fig.update_layout(
        title=dict(text="Apple FY2024 P&L Bridge ($M, ended Sep 28 2024)", x=0.5),
        yaxis=dict(title="$M", tickformat="$,.0f", showgrid=False),
        xaxis=dict(showgrid=False),
        margin=dict(t=60, b=40, l=80, r=40),
        height=460,
        showlegend=False,
    )
    return fig


if __name__ == "__main__":
    generate()

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