AMKR — what changed in the latest 10-Q
A section-by-section comparison of AMKR's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-10-27 vs the prior 10-Q · 2026-07-28
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +20 | −16 | ~24 | 25 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~4 | 6 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | Text added/removed | 0 | 0 | ~12 | 206 |
| Other information | Text added/removed | 0 | −2 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-10-27
Our net sales increased $3.6 million, or 0.2%, to $1,990.6 million for the three months ended September 30, 2026 compared to $1,987.0 million for the three months ended September 30, 2025, primarily due to growth in the computing and automotive and industrial end markets, partially offset by a decre…
Operating income margin for the three months ended September 30, 2026 increased to 11.3% compared to 8.0% for the three months ended September 30, 2025, primarily due to the increase in our gross margin discussed above.
The increase in net sales for the three months ended September 30, 2026 compared to the three months ended September 30, 2025 was primarily due to growth in the computing and automotive and industrial end markets, partially offset by a decrease in the communications end market. The computing and aut…
The increase in net sales for the nine months ended September 30, 2026 compared to the nine months ended September 30, 2025 was due to growth across all end markets. The automotive and industrial and computing end markets grew 33% and 27%, respectively, for the nine months ended September 30, 2026 c…
For the Three Months Ended September 30,For the Nine Months Ended September 30,
Text removed vs the prior filing · source: 10-Q · 2026-07-28
Our net sales increased $386.6 million, or 25.6%, to $1,898.0 million for the three months ended June 30, 2026 compared to $1,511.4 million for the three months ended June 30, 2025, due to growth across all end markets.
Operating income margin for the three months ended June 30, 2026 increased to 10.5% compared to 6.1% for the three months ended June 30, 2025, primarily due to the increase in our gross margin discussed above and a gain on disposal of fixed assets, partially offset by the net amount recognized in 20…
The increase in net sales for the three and six months ended June 30, 2026 compared to the three and six months ended June 30, 2025 was due to growth across all end markets. The communications end market grew 32% and 37% and the automotive and industrial end market grew 35% and 31% for the three and…
For the Three Months Ended June 30,For the Six Months Ended June 30,
For the Three Months Ended June 30,For the Six Months Ended June 30,
Other information
Text removed vs the prior filing · source: 10-Q · 2026-07-28
On June 9, 2026, Mark N. Rogers, Amkor’s Executive Vice President, General Counsel and Corporate Secretary adopted a “Rule 10b5-1 trading arrangement” as such term is defined in paragraph (a) of Item 408 of Regulation S-K promulgated under the Securities Act, which is intended to satisfy the affirma…
In July 2026, operations at our facility in Kumamoto, Japan were interrupted by earthquakes in the region. We have initiated emergency response procedures and are currently assessing the status of employee safety, facilities, manufacturing operations, and product conditions across the affected site.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice