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LTM Adjuster

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Dry-run test passed · Jun 14, 2026

Editorially graded · Jun 14, 2026

This prompt calculates Last Twelve Months (LTM) figures for a given company, adjusting for non-recurring items found in 10-K and 10-Q reports. It takes the company's financial statements as input, identifies non-recurring items, and produces the adjusted LTM figures. The output is a concise and accurate calculation, ready for use in comparable company analysis.

What you get

A ready-to-paste prompt you can drop into your AI. Produces an Excel workbook (.xlsx).

Works in
Claude · ChatGPT · Gemini
Paste it in, fill the [brackets]
Any AI assistant
Works anywhere you can paste text

See it in action

A real input → output sample

Sample input
Here are the financials for Atlas Robotics Inc. (ARBT).

FY2023 (ended Dec 31, 2023):
Revenue: $1,245,000
COGS: $712,000
Gross Profit: $533,000
SG&A: $201,000
Operating Income (EBIT): $332,000
Interest Expense (net): $28,000
Pre-Tax Income: $304,000
Income Tax Expense: $76,000
Net Income: $228,000

YTD Sep 2024 (9 months ended Sep 30, 2024):
Revenue: $1,067,000
COGS: $612,000
Gross Profit: $455,000
SG&A: $173,000
Operating Income (EBIT): $282,000
Interest Expense (net): $22,000
Pre-Tax Income: $260,000
Income Tax Expense: $64,000
Net Income: $196,000

YTD Sep 2023 (9 months ended Sep 30, 2023):
Revenue: $986,000
COGS: $564,000
Gross Profit: $422,000
SG&A: $161,000
Operating Income (EBIT): $261,000
Interest Expense (net): $20,000
Pre-Tax Income: $241,000
Income Tax Expense: $60,000
Net Income: $181,000

Company: Atlas Robotics Inc., Ticker: ARBT, FYE: Dec 31, currency: USD. Units: not specified — assume thousands? Also I don't have D&A or the MD&A. Management adjusted EBITDA is not known.
Sample output
Sample Excel output produced by the LTM Adjuster prompt
Produced by an AI assistant following this prompt on the sample input above.
View the full output as text
Example Output
Inline Verification — Adjusted LTM Summary (Atlas Robotics Inc., LTM ending September 30, 2024) — USD in thousands (assumed)
| Metric | LTM Raw | Total Adjustments | LTM Adjusted |
|---|---:|---:|---:|
| Revenue | $1,326,000 | — | $1,326,000 |
| Cost of Goods Sold | $760,000 | — | $760,000 |
| Gross Profit | $566,000 | — | $566,000 |
| Gross Margin % | 42.7% | | 42.7% |
| SG&A | $213,000 | — | $213,000 |
| EBIT | $353,000 | $0 | $353,000 |
| EBIT Margin % | 26.6% | | 26.6% |
| Interest Expense (net) | $30,000 | — | $30,000 |
| Pre-Tax Income | $323,000 | $0 | $323,000 |
| Income Tax Expense | $80,000 | — | $80,000 |
| Net Income | $243,000 | $0 | $243,000 |

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