Engineering

Engineering

Now on Snowflake: AI-Extracted Non-Financial KPIs from 8-Ks

Now on Snowflake: AI-Extracted Non-Financial KPIs from 8-Ks

Jul 1, 2025

Jul 1, 2025

Jacob Chanyeol Choi

Jacob Chanyeol Choi

LinqAlpha’s AI agents can now extract structured non-financial KPIs from 8-K filings, transforming qualitative text into usable tabular insights for analysts and investors.

Operational KPIs often appear in narrative form buried in earnings press releases, footnotes, or CEO remarks. But these non-financial signals can be just as critical as financials for understanding company performance, especially in sectors like consumer, internet, or SaaS.

Our latest release demonstrates how LinqAlpha's AI agents turn qualitative 8-K text into structured, machine-readable datasets. Using a combination of retrieval, chunk parsing, and LLM-based entity extraction, we built a dataset of 10 years of quarterly non-financial KPIs for U.S. public firms, starting with Chipotle Mexican Grill (CMG).

Example metrics include:

  • New store openings per quarter

  • Digital sales growth

  • Delivery penetration rate

  • Loyalty program member count

This information is now accessible in a clean tabular format, updated continuously and ready for screening, valuation models, or time-series tracking.

This dataset is now live on the Snowflake Marketplace: Non-Financial KPIs from 8-KsView on Snowflake

This capability will be integrated into LinqAlpha’s Company Screener later this year, expanding access to sector-specific KPI libraries across consumer, software, fintech, and industrials.

Want early access to custom KPI pipelines for your coverage universe? Reach out to support@linqalpha.com or book a demo with our team.