APC 最新10-Q变化
将 APC 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 · 2026-08-06 与上一份 10-Q · 2026-05-11
| 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 | +62 | −32 | ~40 | 67 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | 0 | −6 | ~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。
未列出(无法可靠提取或缺失):市场风险(第3项)
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 · 2026-08-06
During the first half of 2026, global crude oil and refined product markets were impacted by heightened geopolitical tensions in the Middle East, including the ongoing conflict involving Iran, Israel, and the United States. These developments contributed to significant volatility in crude oil prices…
For the three months ended June 30, 2026, fuel revenue – related party increased by $111.9 million, or 18.5%, compared to the three months ended June 30, 2025, resulting primarily from an increase in the average price of fuel in the second quarter of 2026 as compared to the second quarter of 2025, w…
For the three months ended June 30, 2026, other revenues, net increased by $5.1 million, or 33.2%, compared to the second quarter of 2025, primarily due to additional rental income from ARKO Retail Sites converted to dealer locations.
For the three months ended June 30, 2026, other revenues, net – related party increased by $0.2 million, or 4.7%, compared to the three months ended June 30, 2025.
For the three months ended June 30, 2026, total operating expenses increased by $395.9 million, or 27.9%, compared to the second quarter of 2025. Fuel costs increased $277.9 million, or 35.8%, compared to the three months ended June 30, 2025, and fuel costs – related party increased by $111.8 millio…
相对上期删除的文字 · 来源:10-Q · 2026-05-11
During the quarter ended March 31, 2026, global crude oil and refined product markets were impacted by heightened geopolitical tensions in the Middle East, including the ongoing conflict involving Iran, Israel, and the United States. These developments contributed to volatility in crude oil prices a…
General and administrative expenses, including allocated expenses
Interest and other financial expenses, net, including allocated expenses
For the three months ended March 31, 2026, fuel revenue – related party decreased by $59.9 million, or 10.4%, compared to the three months ended March 31, 2025, resulting primarily from a 28.9 million, or 13.7%, decrease in gallons sold, reflecting the challenging macroeconomic environment. as well …
and ARKO Retail Sites converted to dealer locations, which was partially offset by an increase in the average price of fuel in the three months ended March 31, 2026, as compared to the three months ended March 31, 2025.
其他信息
相对上期删除的文字 · 来源:10-Q · 2026-05-11
The compensation committee of our Board (the “Compensation Committee”) adopted a non-employee director compensation program (the “Program”) which provides for payment of the following:
Annual Equity Retainer: RSUs with a grant date fair value of $100,000
Nominating and Corporate Governance Committee Chair: additional $10,000
The cash component of the Program shall be paid quarterly, and the non-employee directors can elect to receive RSUs in lieu of all or any portion of their cash compensation. The Compensation Committee designed the Program to reward directors for their contributions to our success, align the director…
The Compensation Committee approved a Director Form RSU Agreement to evidences the grant of RSUs pursuant to Program, which shall be made under our 2026 Incentive Compensation Plan, which RSUs are immediately vested as of the date of grant, and which provide for the right to receive one share of Cla…
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