Get segment, geographic and product breakdowns from a 10-K or 10-Q
get_segment_breakdownSegment 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.
Tool call template
Replace each placeholder with a value matching the input schema. Only required parameters are included; add optional parameters as needed.
{
"id": 1,
"jsonrpc": "2.0",
"method": "tools/call",
"params": {
"arguments": {
"ticker": "<ticker>"
},
"name": "get_segment_breakdown"
}
}Input Schema
| Name | Required | Description | Default |
|---|---|---|---|
| years | No | 10-K only: fiscal years to return (1-5). Years 4-5 come from the 10-K filed three years earlier, as reported then | |
| ticker | Yes | US ticker, e.g. MSFT | |
| formType | No | 10-K | |
| breakdowns | No | Which breakdowns to return; default all three | |
| accessionNumber | No | A specific filing from list_recent_filings; omit for the latest | |
| maxMetricsPerBreakdown | No |