ARKO 最新10-Q变化
将 ARKO 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 · 2026-11-05 与上一份 10-Q · 2026-08-07
| 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 | +30 | −29 | ~94 | 58 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 1 |
| 控制与程序 | 文字有新增/删除 | +1 | 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 | +1 | −1 | 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 · 2026-11-05
The number of fuel gallons we sell and the related fuel margin that we earn per gallon significantly impact our results of operations. Fuel gallons sold are impacted by changes in the number of locations, macroeconomic environment, weather, crude oil pricing and other factors.
contribution and fuel margin per gallon exclude the fixed margin or fixed fee paid to the GPMP segment for the cost of fuel, which are intercompany charges by the GPMP segment.
The table below shows our consolidated results for the three and nine months ended September 30, 2026 and 2025, together with certain key metrics.
For the three months ended September 30, 2026, total operating expenses increased by $370.0 million compared to the third quarter of 2025. Fuel costs increased $408.5 million, or 28.1%, compared to the third quarter of 2025, which were partially offset by a decrease in merchandise costs of $29.3 mil…
For the three months ended September 30, 2026, general and administrative expenses increased $0.7 million, or 1.8%, compared to the third quarter of 2025, primarily due to increased share-based compensation expense in the third quarter of 2026.
相对上期删除的文字 · 来源:10-Q · 2026-08-07
The number of fuel gallons we sell and the related fuel margin that we earn per gallon significantly impact our results of
operations. Fuel gallons sold are impacted by changes in the number of locations, macroeconomic environment, weather, crude oil pricing and other factors.
The table below shows our consolidated results for the three and six months ended June 30, 2026 and 2025, together with certain key metrics.
For the three months ended June 30, 2026, total operating expenses increased by $353.7 million compared to the second quarter of 2025. Fuel costs increased $404.9 million, or 28.6%, compared to the second quarter of 2025, which were partially offset by a decrease in merchandise costs of $38.7 millio…
and merchandise revenues. For the three months ended June 30, 2026, site operating expenses decreased $14.0 million, or 6.9%, compared to the second quarter of 2025 primarily due to lower expenses from retail stores closed or converted to dealer locations, which were partially offset by an increase …
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-11-05
allow timely decisions regarding required disclosure. Based on management’s evaluation, our Chief Executive Officer and our Chief Financial Officer concluded that our disclosure controls and procedures were effective as of September 30, 2026.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-11-05
On August 19, 2026, Eyal Nuchamovitz, Executive Vice President—Business Development and M&A, adopted a “Rule 10b5-1 trading arrangement” (as defined in Item 408 of Regulation S-K) intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) (a “10b5-1 trading plan”) under the Exchange Ac…
相对上期删除的文字 · 来源:10-Q · 2026-08-07
On June 8, 2026, Arie Kotler, Chairman of the Board, President and Chief Executive Officer, adopted a “Rule 10b5-1 trading arrangement” (as defined in Item 408 of Regulation S-K) intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) (a “10b5-1 trading plan”) under the Exchange Act…
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