ASLE 最新10-Q变化
将 ASLE 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 · 2026-05-08 与上一份 10-Q · 2025-11-07
| 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 | +23 | −40 | ~24 | 21 |
| 市场风险(第3项) | 文字有新增/删除 | +3 | −6 | ~10 | 14 |
| 控制与程序 | 文字有新增/删除 | +3 | −6 | ~8 | 13 |
| 法律诉讼 | 文字有新增/删除 | +3 | −6 | ~5 | 12 |
| 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 | −3 | ~5 | 11 |
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 · 2026-05-08
Sales in the Asset Management Solutions segment increased $3.9 million, or 10.0%, to $43.1 million for the three months ended March 31, 2026, due to a $2.6 million, or 8.1%, increase in revenue from Engine, and a $1.3 million, or 18.3%, increase in revenue from Aircraft. The increase in Engine reven…
Aircraft gross profit margins increased to 30.9% for the three months ended March 31, 2026, from 21.4% for the three months ended March 31, 2025 due to higher margins generated on leased Flight Equipment as well as higher margins generated on USM sales. Engine gross profit margin was 41.4% for the t…
Our revenue from TechOps increased by $0.9 million, or 3.4%, to $27.5 million for the three months ended March 31, 2026, compared to the prior year period. The increase was primarily driven by higher volume in our heavy MRO facilities as Millington, Tennessee returned to service and Goodyear, Arizon…
Cost of sales in TechOps increased $4.9 million, or 23.6%, to $25.5 million for the three months ended March 31, 2026 compared to the prior year period, driven by the sales increase discussed above. Gross profit in TechOps decreased $4.0 million, or 67.1%, for the three months ended March 31, 2026 c…
Selling, general and administrative expenses decreased $2.4 million, or 9.7%, to $22.2 million for the three months ended March 31, 2026, compared to the prior year period. The decrease was mostly related to lower payroll costs as well as severance expense incurred in the prior year period as part o…
相对上期删除的文字 · 来源:10-Q · 2025-11-07
Revenue in the Asset Management Solutions segment decreased $11.2 million or 22.2%, to $39.2 million for the three months ended September 30, 2025, due to a $0.7 million, or 7.7%, decrease in revenue from Aircraft and a $10.5 million, or 25.4%, decrease in revenue from Engine. The decrease in Aircra…
September 30, 2024. The gross profit decrease is mainly attributable to lower revenue generated for the three months ended September 30, 2025, as noted above.
Aircraft gross profit margins increased to 40.3% for the three months ended September 30, 2025, from 33.7% for the three months ended September 30, 2024 due to higher margin contribution from leasing revenue. Engine gross profit margin was 32.5% for the three months ended September 30, 2025, a decre…
Our revenue from TechOps decreased by $0.3 million or 0.9%, to $32.0 million for the three months ended September 30, 2025, compared to the prior year period. The decrease was driven by lower sales volume in our Goodyear, Arizona and Roswell, New Mexico facilities, partly offset by higher revenue fr…
Cost of sales in TechOps decreased $4.0 million or 14.3%, to $23.9 million for the three months ended September 30, 2025 compared to the prior year period. This was driven by lower revenue as discussed above and a shift to more profitable work. Gross profit in TechOps increased $3.7 million, or 84.6…
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-05-08
From time to time, the Company is subject to litigation incidental to the operation of the business. The Company intends to vigorously defend all matters in which the Company is named as a defendant, and, for insurable losses, maintain significant levels of insurance to protect against adverse judgm…
There are no material changes in the information reported under Part I – Item 1A “Risk Factors” contained in the 2025 Form 10-K.
Specimen Common Stock Certificate of AerSale Corporation (formerly Monocle Holdings Inc.)
相对上期删除的文字 · 来源:10-Q · 2025-11-07
From time to time the Company is subject to litigation incidental to the operation of the business. The Company intends to vigorously defend all matters in which the Company is named as a defendant, and, for insurable losses, maintain
significant levels of insurance to protect against adverse judgments, claims or assessments that may affect the Company. Although the adequacy of existing insurance coverage of the outcome of any legal proceedings cannot be predicted with certainty, based on the current information available, the Co…
There are no material changes in the information reported under Part I – Item 1A “Risk Factors” contained in the 2024 Form 10-K.
Warrant Agreement, dated February 6, 2019, between Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company, as warrant agent.
Assignment and Assumption Agreement, dated December 22, 2020, by and among Monocle Holdings Inc., Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company.
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-05-08
From time to time, the Company is subject to litigation incidental to the operation of the business. The Company intends to vigorously defend all matters in which the Company is named as a defendant, and, for insurable losses, maintain significant levels of insurance to protect against adverse judgm…
There are no material changes in the information reported under Part I – Item 1A “Risk Factors” contained in the 2025 Form 10-K.
Specimen Common Stock Certificate of AerSale Corporation (formerly Monocle Holdings Inc.)
相对上期删除的文字 · 来源:10-Q · 2025-11-07
From time to time the Company is subject to litigation incidental to the operation of the business. The Company intends to vigorously defend all matters in which the Company is named as a defendant, and, for insurable losses, maintain
significant levels of insurance to protect against adverse judgments, claims or assessments that may affect the Company. Although the adequacy of existing insurance coverage of the outcome of any legal proceedings cannot be predicted with certainty, based on the current information available, the Co…
There are no material changes in the information reported under Part I – Item 1A “Risk Factors” contained in the 2024 Form 10-K.
Warrant Agreement, dated February 6, 2019, between Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company, as warrant agent.
Assignment and Assumption Agreement, dated December 22, 2020, by and among Monocle Holdings Inc., Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company.
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-05-08
From time to time, the Company is subject to litigation incidental to the operation of the business. The Company intends to vigorously defend all matters in which the Company is named as a defendant, and, for insurable losses, maintain significant levels of insurance to protect against adverse judgm…
There are no material changes in the information reported under Part I – Item 1A “Risk Factors” contained in the 2025 Form 10-K.
Specimen Common Stock Certificate of AerSale Corporation (formerly Monocle Holdings Inc.)
相对上期删除的文字 · 来源:10-Q · 2025-11-07
From time to time the Company is subject to litigation incidental to the operation of the business. The Company intends to vigorously defend all matters in which the Company is named as a defendant, and, for insurable losses, maintain
significant levels of insurance to protect against adverse judgments, claims or assessments that may affect the Company. Although the adequacy of existing insurance coverage of the outcome of any legal proceedings cannot be predicted with certainty, based on the current information available, the Co…
There are no material changes in the information reported under Part I – Item 1A “Risk Factors” contained in the 2024 Form 10-K.
Warrant Agreement, dated February 6, 2019, between Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company, as warrant agent.
Assignment and Assumption Agreement, dated December 22, 2020, by and among Monocle Holdings Inc., Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-08
Specimen Common Stock Certificate of AerSale Corporation (formerly Monocle Holdings Inc.)
相对上期删除的文字 · 来源:10-Q · 2025-11-07
Warrant Agreement, dated February 6, 2019, between Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company, as warrant agent.
Assignment and Assumption Agreement, dated December 22, 2020, by and among Monocle Holdings Inc., Monocle Acquisition Corporation and Continental Stock Transfer & Trust Company.
First Amendment to the AerSale Corporation 2020 Employee Stock Purchase Plan.
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