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Frontier finance agents stall near ~50% on hard, multi-step tasks. We held the model fixed and toggled a SEC-data MCP — the efficiency gap is the consistent signal, and you can watch a real run and click every number back to the 10-K.
ServiceNow reported Q1 FY2026 revenue of $3.77 billion, beating guidance, and the stock fell ~17% the next day. The 10-Q shows why: a balance sheet reshaped by Veza (closed in-quarter) and Armis (closed April 20, three days before the filing), goodwill up $963M Q/Q, the largest single-quarter buyback in NOW's history, and GAAP operating margin compressing 126 basis points year-over-year while non-GAAP operating margin rose.
Baker Hughes (Nasdaq: BKR) reported Q1 FY2026 revenue of $6.59B (+2% Y/Y) and GAAP EPS of $0.93, beating consensus on adjusted metrics. The 10-Q filed April 24, 2026 reveals what the 8-K narrative skipped: $10B of senior notes priced March 11, of which $9.5B is subject to a special mandatory redemption at par if the $13.6B Chart Industries acquisition does not close by July 28, 2026; total debt rose 166% to $16.16B; the per-share dividend held flat at $0.23 with a zero-cent increase; share buybacks were zero for the third consecutive quarter; and free cash flow fell 60% year-over-year to $164M. This analysis traces the deal-funding architecture, the capital-return pause, the Mexico receivables hedge unwinding through September 2026, and where BKR ranks against SLB, HAL, FTI, NOV, and WFRD.
The Hartford reported Q1 2026 net income of $851M and diluted EPS of $3.04, up 36% year-over-year on a depressed Q1 2025 base. The structured filing-signal layer flagged risk receding (`Critical Liability Findings: no longer present`); the 10-Q narrative simultaneously disclosed a $70M legacy general-liability reserve increase tied to a religious-institution bankruptcy. The aggregate reinsurance treaty consumed $204M of its $750M annual trigger in Q1 alone — 27% of the buffer in 25% of the year. Stock fell 3.70% on April 24.
Masco (NYSE: MAS) reported Q1 FY2026 revenue of $1,918M (+6% Y/Y) and adjusted EPS of $1.04 (+20% Y/Y), driving a 10-12% post-print rally. But the 10-Q — filed the day after Masco signed a new $500M delayed-draw term loan explicitly earmarked for share repurchases — discloses a capital-structure reset absent from the 8-K: a $1.0B new 5-year revolver (with $127M already drawn at 4.69%), the $500M term loan, and a $2.0B Board buyback authorization. This analysis tracks what the 10-Q adds, why Plumbing +9% overstates organic momentum after the Liberty Hardware segment reorganization, and how MAS's peer-leading ROIC and cheapest-in-class P/E frame the debt-funded capital return.
Genuine Parts Company (NYSE: GPC) reported Q1 FY2026 revenue of $6.26B (+6.8% Y/Y) and adjusted EPS of $1.77 (+1.1%). The quarter is the first to show the announced NAPA/Motion split on the financials: a dedicated $17.5M separation-cost line, $1.6B of assets reclassified to the Corporate segment, and NA Automotive CapEx cut 60% year over year. A $250M A/R Sales Agreement benefit padded operating cash flow to a positive $63.9M — without it, underlying OCF would have been roughly negative $186M. Management reaffirmed full-year 2026 guidance of +3% to +5.5% sales growth and $7.50-$8.00 adjusted EPS.