AMR 最新10-Q变化
将 AMR 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 · 2026-08-07 与上一份 10-Q · 2026-05-08
| 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 | +60 | −32 | ~26 | 19 |
| 市场风险(第3项) | 文字有新增/删除 | +2 | −1 | ~1 | 4 |
| 控制与程序 | 文字有新增/删除 | +1 | −2 | 0 | 3 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
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 · 2026-08-07
Over the course of the second quarter, metallurgical coal markets were subdued. Continued uncertainty and volatility resulting from the war in Iran and broader global economic conditions influenced markets. The historically wider-than-normal spreads between Australian-linked low vol and U.S. East Co…
The world manufacturing Purchasing Managers’ Index (“PMI”) registered a June PMI of 52.2, a decrease from May’s 50-month high of 52.7. China’s June PMI posted a 3-month low of 51.7, down slightly from 51.8 in May. India, a key market for Alpha, recorded a PMI of 54.2 in June, a decline from May’s 55…
In the seaborne thermal market, the API2 index was $117.80 per metric ton on April 1, 2026, and decreased to $115.65 per metric ton on June 30, 2026.
Purchases of our met coal were made primarily in several countries in Asia, Europe, South America, and the northeastern and midwestern regions of the United States for purposes of steel production. Purchases of our thermal coal were made primarily for purposes of power generation and industrial uses…
The following table summarizes information about our coal sales and export revenues during the three and six months ended June 30, 2026 and 2025:
相对上期删除的文字 · 来源:10-Q · 2026-05-08
Geopolitical and weather-related supply issues influenced metallurgical coal markets in the first quarter of 2026, with the war in Iran causing increased volatility in the energy sector. While not directly linked to war-related electricity generation and power concerns, metallurgical coal markets al…
The world manufacturing Purchasing Managers’ Index (“PMI”) posted a March PMI of 51.3, representing a decline from February’s 44-month high of 51.8. China’s PMI fell from 52.1 in February to 50.8 in March. India, an important market for Alpha, recorded a PMI of 53.9 in March, down from 56.9 in Febru…
In the seaborne thermal market, the API2 index was $95.05 per metric ton on January 2, 2026, and increased to $125.75 per metric ton on March 31, 2026.
For the three months ended March 31, 2026 and 2025, sales of met coal were 3.4 million tons and 3.5 million tons, respectively, and accounted for approximately 93% and 92%, respectively, of our coal sales volume in each period. Sales of thermal coal were 0.2 million tons and 0.3 million tons, respec…
Purchases of our met coal were made primarily in several countries in Asia, Europe, South America, and the northeastern and midwestern regions of the United States for purposes of steel production. Purchases of our thermal coal were made primarily for purposes of power generation and industrial uses…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-08-07
the Condensed Consolidated Financial Statements for additional information. Also refer to the Note 13 to the Consolidated Financial Statements included in our Annual Report on Form 10-K for the year ended December 31, 2025 for discussion on the terms of our long-term debt.
As of June 30, 2026 and December 31, 2025, we had investments in trading securities of $65.3 million and $83.9 million, respectively, primarily consisting of U.S. government securities. While the fair value of these investments is exposed to risk with respect to changes in market rates of interest, …
相对上期删除的文字 · 来源:10-Q · 2026-05-08
As of March 31, 2026 and December 31, 2025, we had investments in trading securities of $84.0 million and $83.9 million, respectively, primarily consisting of U.S. government securities. While the fair value of these investments is exposed to risk with respect to changes in market rates of interest,…
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-08-07
We maintain disclosure controls and procedures as that term is defined in Rules 13a-15(e) and 15d-15(e) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), that are designed to ensure that information we are required to disclose in reports that we file or submit under the Exc…
相对上期删除的文字 · 来源:10-Q · 2026-05-08
We maintain disclosure controls and procedures as that term is defined in Rules 13a-15(e) and 15d-15(e) under the Securities Exchange Act of 1934, as amended (the “Exchange Act”), that are designed to ensure that information we are required to disclose in reports that we file or submit under the Exc…
within the time periods specified in the SEC’s rules and forms, and that such information is accumulated and communicated to our management, including our Chief Executive Officer (“CEO”) and our Chief Financial Officer (“CFO”), as appropriate, to allow timely decisions regarding required disclosures…
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