CGNX 最新10-Q变化
将 CGNX 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 · 2026-08-06 与上一份 10-Q · 2026-05-07
| 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 | +11 | −10 | ~23 | 4 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 1 |
| 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 | +7 | −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 · 2026-08-06
sale of machine vision products, the Company also generates revenue by providing maintenance and support, consulting, and training services to its customers; however, service revenue accounted for less than 10% of total revenue for all periods presented.
Revenue increased by $42,170,000, or 17%, for the three-month period in 2026 and increased $94,571,000, or 20%, for the six-month period in 2026 as compared to the same periods in 2025. Changes in foreign currency exchange rates resulted in a higher level of reported revenue in the 2026 periods as c…
•Revenue from customers based in the Americas increased by 27% for the three-month period in 2026 and increased by 24% for the six-month period in 2026 as compared to the same periods in 2025 due to stronger performance across most major end markets. Revenue from customers based in the Americas also…
•Revenue from customers based in Europe decreased by 12% for the three-month period in 2026 and increased by 6% for the six-month period in 2026 as compared to the same periods in 2025. Excluding the impact of foreign currency exchange rate changes, revenue from customers based in Europe decreased b…
•Revenue from customers based in other countries in Asia increased by 9% for the three-month period in 2026 and increased by 11% for the six-month period in 2026 as compared to the same periods in 2025. Excluding the impact of foreign currency exchange rate changes, revenue from customers based in o…
相对上期删除的文字 · 来源:10-Q · 2026-05-07
Revenue increased by $52,401,000, or 24%, for the three-month period in 2026 as compared to the same period in 2025. Changes in foreign currency exchange rates resulted in a higher level of reported revenue in 2026 as compared to 2025. Excluding the impact of foreign currency exchange rate changes, …
•Revenue from customers based in the Americas increased by 22% for the three-month period in 2026 as compared to the same period in 2025 due to stronger performance across our major end markets.
•Revenue from customers based in Europe increased by 36% for the three-month period in 2026 as compared to the same period in 2025. Changes in foreign currency exchange rates resulted in a higher level of reported revenue in the first quarter of 2026 as compared to the same period in 2025, as the U.…
•Revenue from customers based in other countries in Asia increased by 6% for the three-month period in 2026 as compared to the same period in 2025. Changes in foreign currency exchange rates did not have a material impact on revenue for the three-month period in 2026. The increase was primarily due …
Research, development, and engineering (RD&E) expenses increased by $2,298,000, or 7%, for the three-month period in 2026 as compared to the same period in 2025. The impact of higher incentive compensation accruals due to stronger business performance and the unfavorable impact of foreign exchange r…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-06
During the quarter ended July 5, 2026, the following officers (as defined in Exchange Act Rule 16a-1(f)) adopted a Rule 10b5-1 trading arrangement, as defined in Item 408 of Regulation S-K, that is intended to satisfy the affirmative defense conditions of Exchange Act Rule 10b5-1(c):
•On May 11, 2026, Matt Moschner, the President and Chief Executive Officer of the Company, adopted a trading arrangement for the sale of shares of the Company’s common stock (a “Rule 10b5-1 Trading Plan”). Mr. Moschner’s Rule 10b5-1 Trading Plan, which has a term ending on August 10, 2027, provides …
•On May 11, 2026, Sheila DiPalma, the Executive Vice President of Employee Services of the Company, adopted a Rule 10b5-1 Trading Plan. Ms. DiPalma's Rule 10b5-1 Trading Plan, which has a term ending on December 31, 2026, provides for the exercise of vested stock options to sell up to 425,948 shares…
•On May 29, 2026, Laura MacDonald, the Vice President and Principal Accounting Officer of the Company, adopted a Rule 10b5-1 Trading Plan. Ms. MacDonald’s Rule 10b5-1 Trading Plan, which has a term ending
on May 31, 2027, provides for the exercise of vested stock options to sell up to 59,556 shares of common stock pursuant to the terms of such Rule 10b5-1 Trading Plan. Additionally, Ms. MacDonald's Rule 10b5-1 Trading Plan provides for the sale of 5,258 shares of common stock pursuant to the terms of…
相对上期删除的文字 · 来源:10-Q · 2026-05-07
During the quarter ended April 5, 2026, none of the Company's directors or officers (as defined in Exchange Act Rule 16a-1(f)) adopted, terminated or modified a Rule 10b5-1 trading arrangement or non-Rule 10b5-1 trading arrangement (as such terms are defined in Item 408 of Regulation S-K).
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