SITE — what changed in the latest 10-Q
A section-by-section comparison of SITE'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 · 2026-07-29 vs the prior 10-Q · 2026-04-29
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +15 | −15 | ~19 | 86 |
| Market risk (Item 3) | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Controls & procedures | No paragraph-level changes | 0 | 0 | 0 | 2 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Other information | Text added/removed | 0 | −3 | ~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 · 2026-07-29
Net sales for the three months ended June 28, 2026 increased 5% to $1,530.7 million, compared to $1,461.6 million for the three months ended June 29, 2025, and increased 3% to $2,470.8 million for the six months ended June 28, 2026, compared to $2,401.0 million for the six months ended June 29, 2025…
Cost of goods sold increased 4% to $966.2 million for the three months ended June 28, 2026, compared to $930.2 million for the three months ended June 29, 2025, and increased 2% to $1,587.5 million for the six months ended June 28, 2026, compared to $1,559.8 million for the six months ended June 29,…
Gross profit increased 6% to $564.5 million for the three months ended June 28, 2026, compared to $531.4 million for the three months ended June 29, 2025, and increased 5% to $883.3 million for the six months ended June 28, 2026, compared to $841.2 million for the six months ended June 29, 2025. Gro…
SG&A increased 6% to $370.7 million for the three months ended June 28, 2026, compared to $349.1 million for the three months ended June 29, 2025, and increased 4% to $720.6 million for the six months ended June 28, 2026, compared to $692.3 million for the six months ended June 29, 2025. SG&A as a p…
Other Selling, general and administrative expenses34.3 31.7 60.0 59.4
Text removed vs the prior filing · source: 10-Q · 2026-04-29
Interest and other non-operating expenses, net8.0 0.9 %7.4 0.8 %
Net loss attributable to non-controlling interest(0.1)— %(0.2)— %
Adjustment of non-controlling interest to redemption value2.6 0.3 %— — %
Net sales increased $0.7 million to $940.1 million for the three months ended March 29, 2026 compared to $939.4 million for the three months ended March 30, 2025. Organic Daily Sales decreased 1% compared to the prior year period due to unfavorable weather and soft demand in the new residential cons…
Cost of goods sold for the three months ended March 29, 2026 decreased 1% to $621.3 million compared to $629.6 million for the three months ended March 30, 2025. The decrease in Cost of goods sold was due to lower Inventory costs, net of supplier incentives and discounts, partially offset by an incr…
Other information
Text removed vs the prior filing · source: 10-Q · 2026-04-29
NameTitleActionAdoption / Termination DateExpiration DateRule 10b5-1Non-Rule 10b5-1Aggregate # of Securities to be Purchased/Sold
Scott SalmonExecutive Vice President, Strategy and DevelopmentAdoptionFebruary 25, 2026March 25, 2027X33,785
Shannon VersaggiExecutive Vice President, Marketing, Category Management, Digital and PricingAdoptionFebruary 25, 2026March 31, 2027X12,997
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