BBCP — what changed in the latest 10-Q
A section-by-section comparison of BBCP'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 · 2026-09-03 vs the prior 10-Q · 2026-06-04
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +9 | −7 | ~39 | 42 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~3 | 0 |
| Legal proceedings | Text added/removed | 0 | 0 | ~1 | 0 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Not shown (absent or not faithfully extractable): Other information
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 · 2026-09-03
(1) For the three months ended July 31, 2026 and 2025, intersegment revenue of $0.1 million and $0.2 million, respectively, is excluded.
U.K. Operations. Revenue for our U.K. Operations segment increased by 23.9%, or $3.6 million, from $15.1 million in the third quarter of fiscal 2025 to $18.7 million for the third quarter of fiscal 2026, primarily driven by a $3.1 million contribution from Templant with the remaining increase driven…
Gross margin. Our gross margin for the third quarter of fiscal 2026 was 38.7% compared to 39.0% in the third quarter of fiscal 2025. The slight decrease in gross margin was primarily related to fuel cost inflation.
(1) For the nine months ended July 31, 2026 and 2025, intersegment revenue of $0.2 million and $0.4 million, respectively, is excluded.
U.K. Operations. Revenue for our U.K. Operations segment increased by 10.6%, or $4.4 million, from $41.7 million in the nine months ended July 31, 2025 to $46.1 million for the nine months ended July 31, 2026, primarily driven by a $3.8 million contribution from Templant with the remaining increase …
Text removed vs the prior filing · source: 10-Q · 2026-06-04
(1) For the three months ended April 30, 2026, intersegment revenue of approximately $30,000 is excluded. For the three months ended April 30, 2025, intersegment revenue of $0.1 million is excluded.
U.K. Operations. Revenue for our U.K. Operations segment increased by 8.2%, or $1.1 million, from $13.8 million in the second quarter of fiscal 2025 to $14.9 million for the second quarter of fiscal 2026. Excluding the impact of foreign currency translation, revenue increased 3.6% year-over-year, dr…
Gross margin. Our gross margin for the second quarter of fiscal 2026 was 38.6% was largely flat compared to 38.5% in the second quarter of fiscal 2025.
(1) For the six months ended April 30, 2026, intersegment revenue of $0.1 million is excluded. For the six months ended April 30, 2025, intersegment revenue of $0.2 million is excluded.
U.K. Operations. Revenue for our U.K. Operations segment increased by 3.1%, or $0.8 million, from $26.6 million in the six months ended April 30, 2025 to $27.5 million for the six months ended April 30, 2026. Excluding the impact of foreign currency translation, revenue was down 2.1% year-over-year,…
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