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为好奇的投资者而做。

首页/BMI/申报文件变化

BMI 最新10-Q变化

将 BMI 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 · 2026-10-23 与上一份 10-Q · 2026-07-23

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+16−12~2584
市场风险(第3项)文字有新增/删除+16−12~2583
控制与程序文字有新增/删除+16−12~2583
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+16−12~2583

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 · 2026-10-23

  • In September 2025, the FASB issued ASU No. 2025-06, "Targeted Improvements to the Accounting for Internal-Use Software," which removes the development stage requirements and implements a probable-to-complete recognition threshold associated with capitalization of internal use software costs. This gu…
  • Components of and changes in accumulated other comprehensive income (loss) at September 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $85
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…

相对上期删除的文字 · 来源:10-Q · 2026-07-23

  • Components of and changes in accumulated other comprehensive income (loss) at June 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $57
  • The Company's net sales for the three months ended June 30, 2026 were $222.3 million, a decrease of 6.6% compared to $238.1 million during the same period in 2025. Sales of utility water products were $195.0 million, a decrease of 8.1% from the prior year’s $212.2 million. The utility water decline …
  • Total operating earnings for the three months ended June 30, 2026 were $39.4 million, or 17.7% of sales, compared to $44.9 million, or 18.8% of sales, in the comparable prior year quarter. Gross margin dollars decreased $7.0 million, with gross margin as a percent of sales of 40.8%, a decrease from …
  • The provision for income taxes as a percentage of earnings before income taxes for the quarter ended June 30, 2026 was 25.2% compared to 24.5% for the comparable prior year period. Interim provisions are based on an estimate of the overall annual rate that can vary due to state taxes, the relationsh…

市场风险(第3项)

相对上期新增的文字 · 来源:10-Q · 2026-10-23

  • In September 2025, the FASB issued ASU No. 2025-06, "Targeted Improvements to the Accounting for Internal-Use Software," which removes the development stage requirements and implements a probable-to-complete recognition threshold associated with capitalization of internal use software costs. This gu…
  • Components of and changes in accumulated other comprehensive income (loss) at September 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $85
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…

相对上期删除的文字 · 来源:10-Q · 2026-07-23

  • Components of and changes in accumulated other comprehensive income (loss) at June 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $57
  • The Company's net sales for the three months ended June 30, 2026 were $222.3 million, a decrease of 6.6% compared to $238.1 million during the same period in 2025. Sales of utility water products were $195.0 million, a decrease of 8.1% from the prior year’s $212.2 million. The utility water decline …
  • Total operating earnings for the three months ended June 30, 2026 were $39.4 million, or 17.7% of sales, compared to $44.9 million, or 18.8% of sales, in the comparable prior year quarter. Gross margin dollars decreased $7.0 million, with gross margin as a percent of sales of 40.8%, a decrease from …
  • The provision for income taxes as a percentage of earnings before income taxes for the quarter ended June 30, 2026 was 25.2% compared to 24.5% for the comparable prior year period. Interim provisions are based on an estimate of the overall annual rate that can vary due to state taxes, the relationsh…

控制与程序

相对上期新增的文字 · 来源:10-Q · 2026-10-23

  • In September 2025, the FASB issued ASU No. 2025-06, "Targeted Improvements to the Accounting for Internal-Use Software," which removes the development stage requirements and implements a probable-to-complete recognition threshold associated with capitalization of internal use software costs. This gu…
  • Components of and changes in accumulated other comprehensive income (loss) at September 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $85
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…

相对上期删除的文字 · 来源:10-Q · 2026-07-23

  • Components of and changes in accumulated other comprehensive income (loss) at June 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $57
  • The Company's net sales for the three months ended June 30, 2026 were $222.3 million, a decrease of 6.6% compared to $238.1 million during the same period in 2025. Sales of utility water products were $195.0 million, a decrease of 8.1% from the prior year’s $212.2 million. The utility water decline …
  • Total operating earnings for the three months ended June 30, 2026 were $39.4 million, or 17.7% of sales, compared to $44.9 million, or 18.8% of sales, in the comparable prior year quarter. Gross margin dollars decreased $7.0 million, with gross margin as a percent of sales of 40.8%, a decrease from …
  • The provision for income taxes as a percentage of earnings before income taxes for the quarter ended June 30, 2026 was 25.2% compared to 24.5% for the comparable prior year period. Interim provisions are based on an estimate of the overall annual rate that can vary due to state taxes, the relationsh…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-10-23

  • In September 2025, the FASB issued ASU No. 2025-06, "Targeted Improvements to the Accounting for Internal-Use Software," which removes the development stage requirements and implements a probable-to-complete recognition threshold associated with capitalization of internal use software costs. This gu…
  • Components of and changes in accumulated other comprehensive income (loss) at September 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $85
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…
  • The Company re-evaluated the fair value of the potential earn-out at the end of each reporting period. The fair value of the potential earn-out at (using level 3 inputs) September 30, 2026 was estimated at $12.0 million and was recorded as a liability. There was no expense recorded for the three mon…

相对上期删除的文字 · 来源:10-Q · 2026-07-23

  • Components of and changes in accumulated other comprehensive income (loss) at June 30, 2026 are as follows:
  • Amounts reclassified from accumulated other comprehensive loss, net of tax of $57
  • The Company's net sales for the three months ended June 30, 2026 were $222.3 million, a decrease of 6.6% compared to $238.1 million during the same period in 2025. Sales of utility water products were $195.0 million, a decrease of 8.1% from the prior year’s $212.2 million. The utility water decline …
  • Total operating earnings for the three months ended June 30, 2026 were $39.4 million, or 17.7% of sales, compared to $44.9 million, or 18.8% of sales, in the comparable prior year quarter. Gross margin dollars decreased $7.0 million, with gross margin as a percent of sales of 40.8%, a decrease from …
  • The provision for income taxes as a percentage of earnings before income taxes for the quarter ended June 30, 2026 was 25.2% compared to 24.5% for the comparable prior year period. Interim provisions are based on an estimate of the overall annual rate that can vary due to state taxes, the relationsh…

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

BMI 更多分析

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