CMU LibGuides: Business and Industrial History: Financial Records

Annual Reports

Annual Reports at Academic Business Libraries
Database that is a merged list of the corporate Annual Reports to Shareholders at the following universities: Columbia U., Cornell U., Harvard U., Massachusetts Institute of Technology, Purdue U., Stanford U., U. of Alabama, U. of California-Berkeley, U. of Pennsylvania, U. of Western Ontario, Yale U., and the Science/Industry/Business Library of New York Public Library.
Candid.org - Nonprofit Financial Data
Candid is a nonprofit that compiles financial data from other nonprofits. Displays the 990 tax forms for nonprofit organizations as well.
Business Department: Carnegie Library of Pittsburgh
Has current and back issues of annual reports for local public companies.
Canadian Corporate Reports at McGill University
Browse or search approximately 2,000 Canadian corporations in all business sectors, many from the 19th century.
Edgar
Database of documents filed with the Securities and Exchange Commission (SEC) from ca. 1993 to the present. Important Information about Edgar provides detailed information on the material in the database.

Mergent Historical Annual Reports
Access more than 85 years of Annual Reports for over 5,000 companies, some dating back to as early as 1925.
Nexis Uni
Features more than 15,000 news, business and legal sources, including U.S. Supreme Court decisions dating back to 1790. To search for SEC filings, click on the Company Info box on the front page, and then select SEC Filings from the drop down menu

Northwest Historical Annual Reports Collection
Collection of annual financial reports of companies currently or historically based in the Pacific Northwest. The collection includes annual reports dating from the 1930s and provides a continuous run of annual reports for most of the companies up to the 1990s.

ProQuest Historical Annual Reports
Over 800 annual reports for many US companies, from 1844 to the present. Reports can be browsed or searched in a variety of ways.

SEC Annual Reports
Microfiche 3rd floor: 1978-ca. 1996.

Financial Information

Mergent Historical Annual Reports
Mergent's Full Collection of Digitized Manuals-Beginning with the very first Moody's Manual published in 1909-present.
Ford Equity Research Reports-Up to 3 years of multi-page equity research reports released weekly for over 4500 U.S. and Canadian companies. Clear and factual in its design the Ford Equity Research Report provides ratings, recommendations, sector analysis and company financial information.
Annual Reports-More than 85 years of Annual Reports for companies across the globe dating back to as early as 1925.
Industry Report Collection-2003-present.detailed analysis & forecasts on two dozen major industry sectors.
Mergent Online
Note: This database will retire on June 30, 2025
US and foreign companies, active and inactive. 15 years of financial data, mergers & acquisitions, SEC filings, institutional holdings, earnings estimates, joint ventures, long-term debt, bond ratings, capital stock, insider trading, historical stock prices. Also industry and equity reports, and annual reports from 1997.
Mergent Archives
ca. 1909-present.
The web version of the Moody’s (later Mergent) Corporate Manuals: a source for corporate information from 1909 to the present. Includes detailed descriptions of significant public companies worldwide (since 1981), past and present: financial statements, histories, properties, mergers and acquisitions, operations, subsidiaries, officers and directors, stocks and bonds for over 35,000 companies in over 100 countries. Below are the microfiche equivalents (all are on the 3rd floor of Hunt Library):
Moody's Bank and Finance Manual. 1928-present.
Moody's Industrial Manual: 1920-present (1914-1919 in Moody's Public Utility Manual see below).
Moody's International Manual: 1981-present.
Moody's OTC Industrial Manual: 1970-present.
Moody's Public Utility Manual: 1970-present.
Moody's Transportation Manual: 1909-present.

Poor's Governments, Municipals, Investments, Trusts, Real Estate, Mortgage, Finance, and Insurance Companies
1930-1941.
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Poor's Manual of Industrials.
1914-1941 (incomplete).
Request from OFFSITE
Continues Poor's Manual of Industrials and Public Utilities. (see below).
Poor's Manual of Industrials and Public Utilities.
1912
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Continued by Poor's Manual of Industrials (see above) and Poor's Manual of Public Utilities (see below).
Poor's Manual of Public Utilities
1913-1940 (incomplete).
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Continues Poor's Manual of Industrials and Public Utilities. (see above).
Poor's Manual of Railroads
1896-1940.
Request from OFFSITE

Value Line Investment Survey
1997-present.
Stock reports, offering financial performance data, rankings and projections, analyst consensus, beta, key ratios, and commentary on 3,500 American stocks; also short industry surveys, from a famed independent investment analyst service. Stock screening capability and historical reports going back to 1997 are included.