CVEO — what changed in the latest 10-Q
A section-by-section comparison of CVEO'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 · 2026-10-30 vs the prior 10-Q · 2026-07-30
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +39 | −36 | ~44 | 30 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~2 | 1 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 0 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No paragraph-level changes | 0 | 0 | 0 | 1 |
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 · 2026-10-30
Met coal prices during the nine months ended September 30, 2026 fluctuated between $213 and $283 per tonne. During the third quarter of 2026, prices remained above $213 per tonne and increased to over $270 per tonne in September, primarily due to domestic supply constraints in China.
Although met coal prices were higher year-over-year during the first nine months of 2026, producers continue to maintain a heightened focus on cost management following production cuts and workforce reductions announced by several large and mid-tier producers in Queensland, Australia during late 202…
transportation of oil, LNG and refined products through the Strait of Hormuz, contributing to higher oil, gasoline and diesel prices and putting further pressure on producer costs. More recently, met coal prices increased as a result of domestic supply constraints in China. As these supply constrain…
Iron Ore. Iron ore prices fluctuated between $97 and $111 through the first half of 2026 before declining below $100 per tonne during the third quarter of 2026, driven by softer steel demand and continued strong iron ore supply. As of September 29, 2026, the iron ore spot price was $89.57 per tonne.
Chinese steel demand remained subdued due to policy constraints and declining investment, while iron ore supply from major exporters, including Australia and Brazil, remained strong. In addition, higher input costs, including increased met coal prices, have pressured Chinese steel producer margins. …
Text removed vs the prior filing · source: 10-Q · 2026-07-30
Met coal prices in early 2026 fluctuated between $214 and $251 per tonne. In the second quarter of 2026, prices have stabilized and consistently remained above $226 per tonne for extended periods as supply and demand conditions became more balanced, with prices rising in June closer to $245 per tonn…
Although met coal prices remain well supported above $200 per tonne in the first half of 2026, there is still a heightened focus on cost management for producers which has carried over from 2025. The Middle East conflict has resulted in trade disruption, specifically the seaborne transport of oil an…
continued to slow in the first half of 2026. While met coal prices have settled at a more profitable level in 2026, additional supply is expected to continue entering the market from both Australia and the U.S. during 2026, which could place downward pressure on pricing towards $220 per tonne. These…
Iron Ore. Iron ore prices fluctuated between $92 and $107 through early 2026 before easing below $100 in late June, driven by softer steel demand and continued strong iron ore supply. While demand in China remained subdued amid slower construction activity and ongoing steel industry reforms, product…
WTI Crude. WTI crude prices remained elevated during the second quarter of 2026 as oil markets continued to react to geopolitical developments in the Middle East, including concerns regarding the security of global oil supply and shipping routes. In an effort to retain and recapture global market sh…
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