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首页/CVV/申报文件变化

CVV 最新10-Q变化

将 CVV 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 · 2026-08-12 与上一份 10-Q · 2026-05-14

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+42−34~1418
控制与程序文字有新增/删除00~13
风险因素文字有新增/删除+22−21~3535
其他信息文字有新增/删除+22−21~3435

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):市场风险(第3项)、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 · 2026-08-12

  • ● uncertainty as to the acceptance of our equipment launched in 2024 and 2025;
  • The net cash proceeds from the sale of SDC we received in April 2026, after payment of transaction costs and employee related liabilities, were $15.7 million. The Company expects to pay approximately $0.7 million in estimated income taxes related to the gain on the sale of SDC in the third quarter o…
  • During the quarter ended June 30, 2026 (from continuing operations):
  • ● Revenue decreased by $1.4 million or 42.6% as compared to the second quarter of 2025 from lower systems revenue due to reduced system bookings.
  • ● Gross profit decreased by $0.2 million or 31.6% as compared to the second quarter of 2025 due to the lower system revenues.

相对上期删除的文字 · 来源:10-Q · 2026-05-14

  • ● uncertainty as to our future growth and return to consistent profitability;
  • The net cash proceeds from the sale of SDC we received in April 2026, after payment of transaction costs and employee related liabilities, were $14.8 million. Following the sale of SDC, CVD Equipment has approximately $23 million in cash and no long-term debt. We expect to use the proceeds from the …
  • We design, develop, and manufacture a broad range of equipment used to develop and produce materials and coatings for the aerospace, compound semiconductor, semiconductor, battery energy storage markets as well as advanced industrial applications, and research.
  • Results from continuing operations during the quarter ended March 31, 2026 included:
  • ● Revenue decreased by $4.5 million or 70.9% as compared to the prior period quarter due lower systems revenue due to reduced system bookings.

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-08-12

  • Net income (loss) per share of common stock – basic and diluted
  • Changes in assets and liabilities, net of the effects of disposition:
  • Net increase (decrease) in cash and cash equivalents 14,749 (5,575)
  • Non-cash activity – accrued income taxes on gain on sale of SDC $710 $
  • The following table represents the gain on the disposition of SDC, net of income taxes, for the six months ended June 30, 2026 (in thousands):

相对上期删除的文字 · 来源:10-Q · 2026-05-14

  • Loss from continuing operations before income taxes (1,726) (213)
  • Transaction costs on disposal of discontinued operations (436) -
  • Net income (loss) per share of common stock – basic and diluted:
  • Loss from continuing operations per common share $(0.25) $(0.03)
  • Income from discontinued operations per common share $0.01 $0.09

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-08-12

  • Net income (loss) per share of common stock – basic and diluted
  • Changes in assets and liabilities, net of the effects of disposition:
  • Net increase (decrease) in cash and cash equivalents 14,749 (5,575)
  • Non-cash activity – accrued income taxes on gain on sale of SDC $710 $
  • The following table represents the gain on the disposition of SDC, net of income taxes, for the six months ended June 30, 2026 (in thousands):

相对上期删除的文字 · 来源:10-Q · 2026-05-14

  • Loss from continuing operations before income taxes (1,726) (213)
  • Transaction costs on disposal of discontinued operations (436) -
  • Net income (loss) per share of common stock – basic and diluted:
  • Loss from continuing operations per common share $(0.25) $(0.03)
  • Income from discontinued operations per common share $0.01 $0.09

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

CVV 更多分析

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