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为好奇的投资者而做。

首页/BDC/申报文件变化

BDC 最新10-Q变化

将 BDC 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 · 2026-10-29 与上一份 10-Q · 2026-07-30

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+20−18~1121
市场风险(第3项)文字有新增/删除+1−101
控制与程序文字有新增/删除00~10
法律诉讼无段落级文字变化0001
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+12−200

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 · 2026-10-29

  • On July 1, 2026, we acquired certain entities that comprise Ruckus for approximately $1.9 billion. Ruckus, based in California, provides wireless networks for enterprises and service providers. The results of operations of Ruckus have been included in our results of operations from the acquisition d…
  • To fund the purchase of Ruckus, we entered into a Term Loan Credit Facility on July 1, 2026. The Term Loan Credit Facility bears interest either, at the Company’s election, at term SOFR plus 2.25% or a base rate plus 1.25% per annum. The Term Loan Credit Facility amortizes 0.25% per quarter and matu…
  • During the nine months ended September 27, 2026, we issued €450 million aggregate principal amount of 4.250% Senior Subordinated Notes due 2033 (the 2033 Notes), which are guaranteed on a senior subordinated basis by our current and future domestic subsidiaries. The 2033 Notes rank equal in right of…
  • During the nine months ended September 27, 2026, we repurchased 0.3 million shares of our common stock for an aggregate cost of $30.4 million at an average price per share of $117.05. See Note 14.
  • •Acquisitions contributed $167.8 million in revenues for both the quarter to date and year to date periods.

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • On July 1, 2026, we acquired certain entities that comprise RUCKUS for approximately $1.9 billion. To fund the purchase of RUCKUS, we entered into a Term Loan Credit Facility on July 1, 2026. The Term Loan Credit Facility bears interest either, at the Company’s election, at term SOFR plus 2.25% or a…
  • During the six months ended June 28, 2026, we issued €450 million aggregate principal amount of 4.250% Senior Subordinated Notes due 2033 (the 2033 Notes), which are guaranteed on a senior subordinated basis by our current and future domestic subsidiaries. The 2033 Notes rank equal in right of payme…
  • During the six months ended June 28, 2026, we repurchased 0.3 million shares of our common stock for an aggregate cost of $30.4 million at an average price per share of $117.05. See Note 13.
  • •Higher sales volume and favorable pricing contributed $51.9 million and $94.3 million in revenues, respectively.
  • •Copper pass-through pricing had a $23.0 million and $38.4 million favorable impact on revenues, respectively.

市场风险(第3项)

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • The following table presents principal amounts by expected maturity dates and fair values as of September 27, 2026.

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • The following table provides information about our financial instruments that are sensitive to changes in interest rates. The table presents principal amounts by expected maturity dates and fair values as of June 28, 2026.

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-10-29

  • The adoption, modification, or termination of contracts for the purchase or sale of our securities by our Section 16 officers and directors for the three months ended September 27, 2026, each of which is intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) under the Exchange Act …
  • (1)Douglas ZinkVice President and Chief Accounting OfficerAdoption7/31/20265/28/20271,2592,067
  • (3)Leah TateExecutive Vice President and Chief People and Strategy OfficerAdoption8/3/202611/4/2027—10,000
  • (4)Hiran BhadraExecutive Vice President and Chief Innovation OfficerAdoption8/3/20261/29/2027—1,239
  • (5)Brian AndersonExecutive Vice President and Chief Legal and Risk OfficerAdoption8/17/20265/14/202726,2039,943

相对上期删除的文字 · 来源:10-Q · 2026-07-30

  • None of the Company’s directors or officers adopted, modified, or terminated a Rule 10b5-1 trading arrangement or a non-Rule
  • 10b5-1 trading arrangement during the three months ended June 28, 2026.

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

BDC 更多分析

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