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Restatement

A formal correction of previously issued financial statements, filed when earlier figures were materially wrong and can no longer be relied upon.

A restatement is announced in a form-8-k stating that prior statements should not be relied upon, followed by amended filings. Causes range from a genuine technical error to revenue recognition failures and outright fraud.

Markets treat restatements harshly and usually correctly, because the disclosure destroys the assumption that the numbers behind every valuation model were accurate. Recovery in the multiple typically takes years, not quarters.

Example: a Northwind competitor restates two years of revenue after booking distributor shipments as final sales. The correction cuts cumulative revenue by 4% and the shares fall 31% on the announcement.

Related: earnings-quality, auditor-opinion, form-8-k, channel-stuffing, accruals-ratio

See it drawn

Original diagrams for the ideas on this page. Illustrative, not real market data.

A range beside a trendOne chart swinging between a flat floor and ceiling, another stepping upwards inside a pair of sloping lines.Range-boundresistancesupportprice bounces between two levelsTrendingthe trend channelhigher highs and higher lowsA range has two flat edges; a trend has two sloping ones.
Range versus trend. On the left price keeps bouncing between the same floor and ceiling, which is a range. On the right each high and each low is higher than the last, inside a pair of sloping lines called a channel.

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