IBES Database of Analysts Forecasts

The Finance and Accounting departments have jointly purchased the IBES database.  

The data are located on /usr/finance/IBES  Because of IBES requirements, you must obtain permission from IBES before using the data.  I have to grant each user access to the datasets, so you will need to contact me (Phillip Daves) to get Unix access to the datasets.

There are a number of separate datasets containing earnings data.  The .int files contain international companies, and the .us and  .usc files contain US companies.   You will need to obtain the paper documentation from the Finance department to see which data items are on which file.

For most uses you will to use idfild to cross reference cusips with the IBES ticker symbol to find the correct company.  Most earnings data appear on actfild, which has actual earnings and their dates, and on hiout1, which has the analysts forecast summaries.    Detfild has the individual analysts estimates by analyst.

File Names Description
adjfild.usc adjfili.int "Adjustments File" stock split adjustment factors and split effective dates
actfild.usc actfili.int "Actuals File" actual earnings per share and other measures and their report dates.
curfild.usc curfili.int "Report Currency File"  ticker, startdate, currency.
idfild.usc idfili.int "Identifier File"   IBES ticker, official ticker, cusip, name, s/i/g/ code, startdate, and others.--seems to have more companies than hiout3.usc?  Same information?
sigfild.usc sigfili.int "S/I/G Codes" sector/industry/group--sector name, industry name and abbreviation, group name
canxfild.usc canxfili.int "Exchange Rate File"  Monthly exchange rates for HKD and CAD.  Back to '84 for HKD and back to '76 for CAD.
exclfild.usc exclfili.int "Excluded Estimates File" Ticker, broker code, analyst code, measure, estimate date, excluded date, flag.
stopfild.usc stopfili.int "Stopped Estimates File" measure, forecast period end date, effective stop date
detfild.usc detfili.int "Detail File"   Ticker, broker code, analyst code, forecast and date, review date.
hiout1.us hiout1.int "File 1-- Summary Statistics" ticker, period, n-ests, n-up, n-down, mean estimate, sigma, high, low.
hiout2.us hiout2.int "File 2-Background Data" ticker, period, monthend price, shares, actual EPS, actual dividend, eps growth, eps stability.
hiout3.us hiout3.int "File 3-Company Identification" ticker, cusip, official ticker, name, s/i/g code.  Seems to be essentially the same as idfild.usc.
hiout4.us hiout4.int "File 4-Adjustment Factors" ticker, adjustment factor, split date
hiout5.us hiout5.int "File 5-S/I/G Group Codes" S/I/G code, sector abbreviation, sector name, industry abbreviation, industry name, group appreviation, group name.
hiout6.us hiout6.int "File 6-Currency File"  ticker, start date, currency code.

 

Programs to read the IBES data