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Retained earnings

Retained earnings is the cumulative total of net profits a business has kept rather than paid out as dividends. It is reported as a component of equity on the balance sheet.

Also known asaccumulated profit

ByHoang TruongUpdated

See it move

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A waterfall chart opens at opening retained earnings of €140,000, adds a positive step of +€72,000 for net income earned in the period, then deducts €25,000 for dividends paid to shareholders, arriving at closing retained earnings of €187,000. The chart shows that retained earnings grow with profitable trading and shrink with distributions, representing the cumulative net profits the business has reinvested since its inception.

Where it fits
SubjectFinancial AccountingCoreTopicThe Accounting Equation & Its ElementsCoreTopicRevenue, Expenses & ProfitCore

The formula

LaTeX
REc=REo+NIDRE_c = RE_o + NI - D

Variables

Closing retained earnings ()
Opening retained earnings ()
Net income for the period ()
Dividends paid during the period ()

Check yourself

PracticeCORE

A company begins the year with retained earnings of €95,000, earns net income of €48,000, and pays dividends of €20,000. What are the closing retained earnings?

Select an answer to check your understanding.

If you trained under a national GAAP

DE · HGBWhere national-GAAP intuition diverges from the international standard

HGB (German)

HGB applies a strict prudence principle (Vorsichtsprinzip) and a conservative realisation rule, so annual profit flowing into retained earnings is systematically lower than under IFRS. Broader asset write-downs are mandatory, and gains that IFRS would hold in a separate OCI reserve simply do not arise or are not recognised at all. There is no Other Comprehensive Income mechanism under HGB, so all profit-or-loss items channel through the income statement.

IFRS

Under IFRS, retained earnings accumulate net income measured under more permissive recognition criteria — capitalised development costs, fair value uplifts, and progressive revenue recognition each tend to increase annual profit compared with an HGB equivalent. IFRS equity also holds a separate OCI reserve for items such as revaluation surpluses and actuarial remeasurements of defined-benefit pension obligations; those items do not pass through retained earnings directly, but they increase total equity. An IFRS-restated retained earnings balance is therefore typically materially higher than the HGB Gewinnrücklagen figure for the same entity.

Retained Earnings — Definition and Formula