ALMR 最新10-Q变化
将 ALMR 最新的定期申报(10-K/10-Q)与上一份同类型申报逐章节对比:每个章节新增/删除的段落数与原文摘录。全部为确定性文本对比——无相似度评分、无方向判断、非投资建议。
对比:10-Q · 2026-11-04 与上一份 10-Q · 2026-08-11
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 管理层讨论与分析 | 文字有新增/删除 | +19 | −18 | ~28 | 53 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 3 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 文字有新增/删除 | +82 | −83 | ~52 | 380 |
| 其他信息 | 文字有新增/删除 | +7 | −2 | 0 | 0 |
计数单位为段落;"新增/删除"指相对上一份文件新增/删除的文字,不含方向或好坏判断。
代表性摘录
每个章节最多 5 条、每条约 300 字符的原文摘录,直接来自两份 SEC 文件。
管理层讨论与分析
相对上期新增的文字 · 来源:10-Q · 2026-11-04
Americas region, 20% was from the Europe and in the Middle East & Africa (“EMEA”) region and 10% was from the Asia-Pacific (“APAC”) region.
Comparison of the three months ended September 30, 2026 and 2025
Gross profit was $20.6 million in the three months ended September 30, 2026, compared to $11.9 million in the three months ended September 30, 2025. Gross margin was 61.5% in the three months ended September 30, 2026, compared to 59.7% in the three months ended September 30, 2025. The increase in gr…
Selling, general and administrative expense increased by $10.0 million, or 105%, to $19.6 million in the three months ended September 30, 2026, compared to $9.6 million in the three months ended September 30, 2025. The increase was primarily attributable to a $6.7 million increase in salaries and be…
Interest income, net increased by $1.8 million, or 429%, to $2.2 million in the three months ended September 30, 2026, compared to $0.4 million in the three months ended September 30, 2025. The increase was primarily attributable to higher average invested balances throughout the periods arising fro…
相对上期删除的文字 · 来源:10-Q · 2026-08-11
Gross profit was $17.7 million in the three months ended June 30, 2026, compared to $8.6 million in the three months ended June 30, 2025. Gross margin was 60% in the three months ended June 30, 2026, compared to 53% in the three months ended June 30, 2025. The increase in gross margin was primarily …
compensation-related costs and higher consulting costs associated with technology and product development. Compensation-related costs include a $0.6 million increase in stock-based compensation expense.
Selling, general and administrative expense increased by $9.8 million, or 129%, to $17.4 million in the three months ended June 30, 2026, compared to $7.6 million in the three months ended June 30, 2025. The increase was primarily attributable to a $6.0 million increase in salaries and benefits aris…
Interest income, net increased by $1.2 million, or 198%, to $1.9 million in the three months ended June 30, 2026, compared to $0.6 million in the three months ended June 30, 2025. The increase was primarily attributable to higher average invested balances throughout the periods arising from IPO proc…
Interest expense increased by $0.2 million, or 367%, to $0.2 million in the three months ended June 30, 2026, compared to less than $0.1 million in the three months ended June 30, 2025. The increase was primarily attributable to our term loan balance of $10.0 million outstanding under the amended SV…
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-11-04
We were formed in 2018, launched commercially in January 2024 and have a limited operating history. Our limited
matters, including any reserves taken in connection therewith, will be consistent with the ultimate outcome of such matters. In addition, the resolution of any intellectual property litigation may require us to stop developing, making, selling or using products or technologies that allegedly infring…
existing and potential customers may be driven away from our products, which could harm our business, financial condition and results of operations.
successfully implemented or that equipment, manufacturing and warehouse space and appropriate personnel will be available or that they will realize their intended benefits. As we develop additional products, we may need to bring new equipment online, implement new systems, technology, controls and p…
acceptable substitutes for our single-source suppliers could materially adversely affect our business, financial condition and results of operations.
相对上期删除的文字 · 来源:10-Q · 2026-08-11
We were formed in 2018, launched commercially in January 2024 and have a limited operating history. Our limited commercial history makes it difficult to evaluate our current business and makes predictions about our future results,
intellectual property right or pay substantial damages or royalty payments, which could adversely affect our revenue and gross margin in future periods. If any of the foregoing were to occur, our business, financial condition, results of operations, cash flows, prospects, or market price of our comm…
qualifications. Our ability to increase our manufacturing capacity at our Fremont, California is complicated by the use of our validated equipment model that is not readily available from third-party manufacturer.
Additionally, we have not qualified secondary sources for all materials or components that we source through a single
Disruptions or other performance problems with our products, services or software may adversely impact our customers’ research or business, harm our reputation and result in reduced revenue or increased costs associated with product repairs or replacements. Additionally, any errors or defects in our…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-11-04
During the three months ended September 30, 2026, the following directors and officers (as defined in Rule 16a-1(f) under the Exchange Act) of the Company adopted a “Rule 10b5-1 trading arrangement,” as defined in Item 408(a) of Regulation S-K, that is intended to satisfy the affirmative defense of …
Yuling Luo, Ph.D., Co-Founder, Chief Executive Officer and Chair of the Board
Shiping Chen, Ph.D., Co-Founder, Chief Operating Officer and Director
* A contract, instruction or written plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act.
** A “non-Rule 10b5-1 trading arrangement,” as defined in Item 408(c) of Regulation S-K.
相对上期删除的文字 · 来源:10-Q · 2026-08-11
During the three months ended June 30, 2026 none of our directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or terminated any “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as those terms are defined in Item 408 of Regulation S-K.
The information set forth below is included herein for purposes of providing disclosure under various items of Form 8-K.
如何读 10-Q 的风险因素(第 1A 项)
10-Q 的风险因素章节有三种常见形态,本页按其一分类展示:
- 指向(pointer) — 公司仅声明"无重大变化"并指向年度 10-K 的完整风险因素;本季没有自己的风险文本可对比。
- 部分更新(partial) — 公司写明"除下述外无重大变化",只更新部分风险;摘录展示的正是本季新增的内容。
- 全文重述(restated) — 本季重新给出完整风险因素。若上一季只是"指向",则无法逐段对比,本页会将其标为"本季全文重述"。
这只是对文件结构的客观描述,不构成对风险高低的判断。
数据来自 SEC EDGAR 两份申报文件的文本级对比 · 确定性计算(无 AI 生成内容)· 仅供参考 · 非投资建议