AR 最新10-Q变化
将 AR 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 · 2026-10-28 与上一份 10-Q · 2026-07-29
| 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 | +39 | −55 | ~26 | 51 |
| 市场风险(第3项) | 文字有新增/删除 | +2 | −1 | ~7 | 3 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 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) | — | — | — | — |
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):其他信息
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 · 2026-10-28
The economy also continues to be impacted by the effects of global events. These events have often caused global supply chain disruptions with additional pressure due to trade sanctions, tariffs, other global trade restrictions and conflicts, including those in the Middle East and Venezuela, among o…
Lease operating expense. Lease operating expense per Mcfe increased 10% from $0.10 per Mcfe for the three months ended September 30, 2025 to $0.11 per Mcfe for the three months ended September 30, 2026 primarily due to higher wastewater trucking and disposal costs due to the timing of well completio…
Gathering, compression, processing and transportation expense. Gathering, compression, processing and transportation expense per Mcfe decreased 17% from $2.25 per Mcfe for the three months ended September 30, 2025 to $1.86 per Mcfe for the three months ended September 30, 2026 primarily due to the H…
●Gathering and compression costs decreased from $0.73 per Mcfe for the three months ended September 30, 2025 to $0.69 per Mcfe for the three months ended September 30, 2026, primarily due to lower gathering and compression expense on a per unit basis for the HG Acquisition properties and decreased f…
●Processing costs decreased from $0.92 per Mcfe for the three months ended September 30, 2025 to $0.80 per Mcfe for the three months ended September 30, 2026, primarily due to lower NGLs transportation fees related to the HG Acquisition properties between periods.
相对上期删除的文字 · 来源:10-Q · 2026-07-29
The economy also continues to be impacted by the effects of global events. These events have often caused global supply chain disruptions with additional pressure due to trade sanctions, tariffs, other global trade restrictions and conflicts,
including those in the Middle East and Venezuela, among others. While our supply chain has not experienced any significant interruptions as a result of such events, there can be no assurance that we will not experience interruptions in the future.
Amortization of deferred revenue, VPP. Amortization of deferred revenues associated with the VPP remained consistent at $6 million for the three months ended June 30, 2025 and 2026. Amortization of the deferred revenues associated with the VPP are recognized as the production volumes are delivered a…
Lease operating expense. Lease operating expense per Mcfe increased 8% from $0.12 per Mcfe for the three months ended June 30, 2025 to $0.13 per Mcfe for the three months ended June 30, 2026 primarily due to higher wastewater trucking and disposal costs due to the timing of well completions activity…
Gathering, compression, processing and transportation expense. Gathering, compression, processing and transportation expense per Mcfe decreased 12% from $2.25 per Mcfe for the three months ended June 30, 2025 to $1.99 per Mcfe, for the three months ended June 30, 2026 primarily due to the HG Acquisi…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-10-28
commodity. As of September 30, 2026, our commodity derivatives included fixed swaps, basis swaps, collars and three-way collars, among others at index-based pricing for a portion of our production. See Note 11—Derivative Instruments to our unaudited condensed consolidated financial statements for ad…
Based on our production and our derivative instruments that settled during the nine months ended September 30, 2026, our revenues would have decreased by $85 million for each $0.10 decrease per MMBtu in natural gas prices and $1.00 decrease per Bbl in oil and NGLs prices, excluding the effects of ch…
相对上期删除的文字 · 来源:10-Q · 2026-07-29
Based on our production and our derivative instruments that settled during the six months ended June 30, 2026, our revenues would have decreased by $55 million for each $0.10 decrease per MMBtu in natural gas prices and $1.00 decrease per Bbl in oil and NGLs prices, excluding the effects of changes …
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