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为好奇的投资者而做。

首页/AWI/申报文件变化

AWI 最新10-Q变化

将 AWI 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 · 2026-10-27 与上一份 10-Q · 2026-07-28

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+36−39~1426
市场风险(第3项)无段落级文字变化0001
控制与程序文字有新增/删除00~20
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00~10

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):法律诉讼

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 · 2026-10-27

  • Management’s Discussion and Analysis of Financial Condition and Results of Operations
  • Consolidated net sales for the third quarter of 2026 increased 11.9% from the prior-year quarter due to higher volumes of $35 million and favorable AUV of $16 million. Architectural Specialties net sales increased $33 million and Mineral Fiber net sales increased $18 million from the prior-year quar…
  • Consolidated net sales for the first nine months of 2026 increased 10.2% over the prior-year period due to higher volumes of $82 million and favorable AUV of $43 million. Architectural Specialties net sales increased $74 million and Mineral Fiber net sales increased $51 million over the prior-year p…
  • Cost of goods sold in the third quarter of 2026 were $285.1 million, or 59.9% of net sales, compared to $246.7 million, or 58.0% of net sales, for the same period in 2025. The increase in cost of goods sold as a percent of net sales was primarily due to input cost inflation, most notably higher frei…
  • Cost of goods sold in the first nine months of 2026 were $816.7 million, or 60.2% of net sales, compared to $728.3 million, or 59.1% of net sales, for the same period in 2025. The increase in cost of goods sold as a percent of net sales was primarily driven by input cost inflation, most notably high…

相对上期删除的文字 · 来源:10-Q · 2026-07-28

  • Consolidated net sales for the second quarter of 2026 increased 11.2% from the prior-year quarter due to higher volumes of $31 million and favorable AUV of $16 million. Architectural Specialties net sales increased $26 million and Mineral Fiber net sales
  • increased $21 million from the prior-year quarter. Architectural Specialties segment net sales improved due to a $15 million increase in organic net sales and an $11 million inorganic contribution. The increase in Mineral Fiber net sales was driven by favorable AUV and improved sales volumes.
  • Consolidated net sales for the first six months of 2026 increased 9.2% over the prior-year period due to higher volumes of $47 million and favorable AUV of $27 million. Architectural Specialties net sales increased $41 million and Mineral Fiber net sales increased $33 million over the prior-year per…
  • Cost of goods sold in the second quarter of 2026 were $277.0 million, or 58.7% of net sales, compared to $248.8 million, or 58.6% of net sales, for the same period in 2025. The slight increase in cost of goods sold as a percent of net sales was primarily driven by our 2026 and 2025 acquisitions. Thi…
  • Cost of goods sold in the first six months of 2026 were $531.6 million, or 60.3% of net sales, compared to $481.6 million, or 59.7% of net sales, for the same period in 2025. The year-over-year increase in cost of goods sold as a percent of net sales for the first six months of 2026 was primarily dr…

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

AWI 更多分析

AWI 全览AWI 量化评级AWI 公允价值(DCF)AWI 同业对比AWI 营收历史AWI AI 深度研报