GOODO — what changed in the latest 10-Q
A section-by-section comparison of GOODO'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 · 2026-08-05 vs the prior 10-Q · 2026-05-05
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +51 | −39 | ~53 | 40 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~6 | 3 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | −1 | ~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 · 2026-08-05
According to Colliers International Group, Inc. (“Colliers”), industrial real estate demand remained positive in the second quarter of 2026, with approximately 59.0 million square feet of net absorption recorded in the quarter, more than double the year-over-year total. Also, according to Colliers, …
During the six months ended June 30, 2026, we continued to execute our capital recycling program, whereby we sell properties and redeploy proceeds to either fund property acquisitions in our target secondary growth markets, or repay outstanding debt. We expect to continue to execute our capital recy…
Aggregate Square FootageWeighted Average Remaining Lease Term at Time of AcquisitionAggregate Purchase PriceAggregate Capitalized Acquisition ExpensesAggregate Annualized GAAP Fixed Lease Payments
On July 28, 2026, we purchased a 146,650 square foot industrial property in Red Bud, Illinois for $6.6 million. This property is fully leased to one tenant on an 8.4 year lease.
On June 25, 2026, we acquired a parcel of unimproved land adjacent to our Clintonville, Wisconsin property for $0.7 million. The land will be used to construct an approximately 86,000 square foot expansion of the current facility.
Text removed vs the prior filing · source: 10-Q · 2026-05-05
According to Cushman & Wakefield plc (“Cushman”), industrial demand remained positive into 2026, with approximately 40.0 million square feet of net absorption recorded in the first quarter of 2026, representing a 52% increase year-over-year and the strongest start to a year since 2023. The national …
During the three months ended March 31, 2026, we did not sell any properties, but we sold a portion of a land parcel, located in Ocala, Florida, which is summarized in the table below (dollars in thousands):
Aggregate Square Footage Weighted Average Remaining Lease TermAggregate Annualized GAAP Fixed Lease PaymentsAggregate Leasing Commissions
During the three months ended March 31, 2026, we had one lease termination, which is summarized below (dollars in thousands):
Aggregate Square Footage ReducedAggregate Accelerated RentAggregate Accelerated Rent Recognized through March 31, 2026
Other information
Text removed vs the prior filing · source: 10-Q · 2026-05-05
On March 20, 2026, Ryan Carter was named Executive Vice President of the Company. Prior to such appointment, on August 22, 2025, he entered into a Rule 10b5-1 Plan (the “Carter Plan”) intended to satisfy the affirmative defense of Rule 10b5-1(c). The Carter Plan provides for the purchase, beginning …
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