AMKR 最新10-Q变化
将 AMKR 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 · 2026-10-27 与上一份 10-Q · 2026-07-28
| 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 | +20 | −16 | ~24 | 25 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~4 | 6 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 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 | 0 | 0 | ~12 | 206 |
| 其他信息 | 文字有新增/删除 | 0 | −2 | ~1 | 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 · 2026-10-27
Our net sales increased $3.6 million, or 0.2%, to $1,990.6 million for the three months ended September 30, 2026 compared to $1,987.0 million for the three months ended September 30, 2025, primarily due to growth in the computing and automotive and industrial end markets, partially offset by a decre…
Operating income margin for the three months ended September 30, 2026 increased to 11.3% compared to 8.0% for the three months ended September 30, 2025, primarily due to the increase in our gross margin discussed above.
The increase in net sales for the three months ended September 30, 2026 compared to the three months ended September 30, 2025 was primarily due to growth in the computing and automotive and industrial end markets, partially offset by a decrease in the communications end market. The computing and aut…
The increase in net sales for the nine months ended September 30, 2026 compared to the nine months ended September 30, 2025 was due to growth across all end markets. The automotive and industrial and computing end markets grew 33% and 27%, respectively, for the nine months ended September 30, 2026 c…
For the Three Months Ended September 30,For the Nine Months Ended September 30,
相对上期删除的文字 · 来源:10-Q · 2026-07-28
Our net sales increased $386.6 million, or 25.6%, to $1,898.0 million for the three months ended June 30, 2026 compared to $1,511.4 million for the three months ended June 30, 2025, due to growth across all end markets.
Operating income margin for the three months ended June 30, 2026 increased to 10.5% compared to 6.1% for the three months ended June 30, 2025, primarily due to the increase in our gross margin discussed above and a gain on disposal of fixed assets, partially offset by the net amount recognized in 20…
The increase in net sales for the three and six months ended June 30, 2026 compared to the three and six months ended June 30, 2025 was due to growth across all end markets. The communications end market grew 32% and 37% and the automotive and industrial end market grew 35% and 31% for the three and…
For the Three Months Ended June 30,For the Six Months Ended June 30,
For the Three Months Ended June 30,For the Six Months Ended June 30,
其他信息
相对上期删除的文字 · 来源:10-Q · 2026-07-28
On June 9, 2026, Mark N. Rogers, Amkor’s Executive Vice President, General Counsel and Corporate Secretary adopted a “Rule 10b5-1 trading arrangement” as such term is defined in paragraph (a) of Item 408 of Regulation S-K promulgated under the Securities Act, which is intended to satisfy the affirma…
In July 2026, operations at our facility in Kumamoto, Japan were interrupted by earthquakes in the region. We have initiated emergency response procedures and are currently assessing the status of employee safety, facilities, manufacturing operations, and product conditions across the affected site.
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