What it does
Segment breakdown of a US company's revenue, costs, operating income, assets and other metrics, read from the XBRL of one filing (the latest 10-K by default, or a 10-Q). get_financials only returns company-wide totals; use this tool for figures by business segment, by geography (e.g. United States vs other countries) or by product/service line. Returns, per breakdown: the members (segments, regions or product lines) with the filer's own labels, and per metric the values for each member over the filing's periods (3 fiscal years from a 10-K by default, up to 5 with years=5; quarter and year-to-date in a 10-Q), reconciling items such as corporate and eliminations where tagged, the consolidated total, and a check per period: members_sum_to_total, sums_with_reconciling_items, partial_or_overlapping (members don't add up, e.g. product groupings that overlap) or no_consolidated_figure. Metrics are ordered revenue, costs, operating income, D&A, capex, assets, then others; moreMetrics lists any left out. breakdowns: business, geography, product (default all three). Each value is as reported in that filing (later filings may recast segments). Every result cites the filing and its XBRL instance. Single-segment companies often tag no segments; then read the segment note with get_filing_section (10-K Item 8). Not financial advice.
Members per breakdown, metric values per member and period, reconciling items, the consolidated figure, a per-period sum check, and links to the filing and its XBRL instance.
Who it helps
Analysts who need segment, regional or product-line figures rather than company-wide totals.
Inputs
Input names and constraints below come from the registered MCP tool schema.
| Input | What it controls |
|---|---|
| ticker required | US ticker, e.g. MSFT |
| formType required | ZodDefault Default: 10-K. |
| accessionNumber required | A specific filing from list_recent_filings; omit for the latest |
| years required | 10-K only: fiscal years to return (1-5). Years 4-5 come from the 10-K filed three years earlier, as reported then Default: 3. |
| breakdowns required | Which breakdowns to return; default all three |
| maxMetricsPerBreakdown required | ZodDefault Default: 10. |
Example request
Break down Microsoft's revenue and operating income by segment for the last three fiscal years.
{
"ticker": "MSFT",
"breakdowns": [
"business"
]
}What to expect
Members per breakdown, metric values per member and period, reconciling items, the consolidated figure, a per-period sum check, and links to the filing and its XBRL instance.
Important limits
Reads one filing at a time, as reported in that filing; segments recast in later filings are not restated here. Only facts the company tagged by segment, geography or product are returned; single-segment companies often tag none. Product groupings can overlap, which the sum check flags.
Data sources and verification
EdgarStack uses SEC EDGAR filings and, for applicable tools, SEC XBRL company-facts data. Coverage depends on the issuer, filing, taxonomy tags, and tool inputs. Follow the source filing references and verify material facts against the official filing.