Many stitching issues with DIS - particularly pre current year

[miruddfan]

Issue Type

• [x ] Data Quality Issue (incorrect financial values, missing data)
• [x ] XBRL Parsing Issue (statement rendering, concept mapping)
• Filing Access Issue (download failures, attachment problems)
• Performance Issue (slow operations, memory problems)
• Compatibility Issue (platform/dependency conflicts)
• Documentation Issue (unclear instructions, missing examples)

Environment

EdgarTools Version:15.4.0
Python Version:3.10.19
Operating System:Win 11

Bug Description

Multiple errors with DIS stitching

What actually happened:
Missing Cost of Products sold - missing (separate line item in DIS 10-k balance sheet

both of the 2025 numbers appear (maybe) to be overwritten
us-gaap_NetCashProvidedByUsedInOperatingActivitiesContinuingOperations
us-gaap_NetCashProvidedByUsedInFinancingActivitiesContinuingOperations

Anything pre-2025 seems to be down 1 line on the income statement

The issues seem to propagate

Error message (if any):

Paste any error messages here

Reproduction

Company/Ticker: (e.g., AAPL)
Time Period: (e.g., 2020-2023, Q4 2023)
Relevant Forms: (e.g., 10-K, 10-Q, 8-K)

Minimal code to reproduce:

# Paste the minimal code that reproduces the issue
from edgar import Company
company_ticker = input("Enter company ticker (e.g., MSFT): ").upper()
write_files = input("Do you want to save CSV files of the sheets? Y/N ").upper()
number_years = int(input("Enter the number(years) of annual reports desired = "))
data['company_ticker'] = company_ticker
company = Company(company_ticker)
filings = company.get_filings(form="10-K").head(number_years)
xbrls = XBRLS.from_filings(filings)
stitched_statements = xbrls.statements
income_statement = stitched_statements.income_statement()
balance_sheet = stitched_statements.balance_sheet()
cash_flow = stitched_statements.cashflow_statement()
bs_df = balance_sheet.to_dataframe()
is_df = income_statement.to_dataframe()
cf_df = cash_flow.to_dataframe()
df_map = {'bs_df': bs_df, 'is_df': is_df, 'cf_df': cf_df}
data['bs_df'] = bs_df
data['is_df'] = is_df
data['cf_df'] = cf_df
fileout(data)

def fileout(data):
    
    bsheet_string = "_Balance_Sheets.csv"
    isheet_string = "_Income_Statement.csv"
    csheet_string = "_Cash_Flow_Statement.csv"
    bs_df = data['bs_df']
    is_df = data['is_df']
    cf_df = data['cf_df']
    ticker = data['company_ticker']
    csv_filename = f"{ticker}{bsheet_string}"
    bs_df.to_csv(csv_filename, index=False) 
    csv_filename = f"{ticker}{isheet_string}"
    is_df.to_csv(csv_filename, index=False)
    csv_filename = f"{ticker}{csheet_string}"
    cf_df.to_csv(csv_filename, index=False)

Additional Context

There seems to be several (or one error causing many others) issues with DIS stitching

---

This issue will be handled using EdgarTools' systematic issue resolution workflow. A reproduction test will be created to verify the fix.

[dgunning]

Triaged - NORMAL Bug (P2) - High Investigation Priority

Thank you for the detailed breakdown, @miruddfan!

Summary

Disney (DIS) stitched statements show multiple cascading issues:

1. Missing line item: Cost of Products Sold not appearing
2. Overwritten values: 2025 cashflow data for:
   • NetCashProvidedByUsedInOperatingActivitiesContinuingOperations
   • NetCashProvidedByUsedInFinancingActivitiesContinuingOperations
3. Row alignment: Income statement data "down 1 line" for pre-2025 periods
4. Cascading errors: Issues appear to propagate

Classification

• Severity: NORMAL (P2) - but HIGH investigation priority
• Release: v5.17.0
• Tracking: Will create Beads issue for systematic investigation

Why P2 (not CRITICAL)?

• Workaround: Use get_financials() instead of stitching
• Limited scope: Only affects Disney (so far)
• No core functionality blocked

Why HIGH priority investigation?

Your observation that "issues seem to propagate" and Disney is "significantly compromised" suggests:

• One root cause creating multiple symptoms
• Potential statement ordering/alignment bug
• "Overwritten values" concern (data corruption vs missing)

Investigation Plan

1. Reproduce each symptom with Disney stitched statements
2. Compare to get_financials() output for same periods
3. Check Disney XBRL structure - are there unique complexities?
4. Test row alignment - verify "down 1 line" symptom
5. Determine root cause - is this one bug or multiple?

Timeline: Within 3-5 days (more complex than single-symptom issues)

Next Steps

Could you help us verify by sharing:

• Expected value for "Cost of Products Sold" (which 10-K page?)
• What the "overwritten" 2025 cashflow values should be
• Example of "down 1 line" - which row/concept is misaligned?

This will help us pinpoint root cause faster!

[miruddfan]

I wonder, maybe some of the issues are that I am pulling both 10-K and 10-K/A. I am only interested in the amended information ( if amended), Is there a flag in this call to preclean the information? filings = company.get_filings(form="10-K").head(number_years)

Filings: 5 | Walt Disney Co | 2023-01-24 to 2025-11-13

Filed Form

0. 2025-11-13 10-K
1. 2024-11-14 10-K
2. 2024-01-24 10-K/A
3. 2023-11-21 10-K
4. 2023-01-24 10-K/A

[miruddfan]

@dgunning I changed my code to get ef = company.get_filings(form=["10-K", "10-K/A"]) and that seems to have improved the stitched output. so I replaced
filings = company.get_filings(form="10-K").head(number_years)
wth
ef = company.get_filings(form=["10-K","10-K/A"])
filings = ef.latest(number_years)

[dgunning]

Use amendments=True to include amendments

>>> c = Company("AAPL")
>>> filings = c.get_filings(form="10-K", amendments=True)

Note that for stitching the code omits amended filings since amendments often don't have all statements

[miruddfan]

@dgunning, issues still exist with DIS income statement. However, the apparent row mismatch, and others are fixed with my correction. Maybe fixes make 5.17?

missing completely
Cost of products (exclusive of depreciation and amortization) on pg 71 of DIS 2025

All of these are missing 2025 information (values reported on DIS 2025 annual report pg 71):

us-gaap_IncomeLossFromDiscontinuedOperationsNetOfTax
us-gaap_IncomeLossFromContinuingOperationsIncludingPortionAttributableToNoncontrollingInterest
us-gaap_IncomeLossFromContinuingOperationsPerBasicShare
us-gaap_DiscontinuedOperationIncomeLossFromDiscontinuedOperationNetOfTaxPerBasicShare
us-gaap_IncomeLossFromContinuingOperationsPerDilutedShare
us-gaap_DiscontinuedOperationIncomeLossFromDiscontinuedOperationNetOfTaxPerDilutedShare