Tickwind
今日机会行情AI 对话
中文
登录注册
Tickwind

读懂每一次跳动,看清市场风向。

  • X英文
  • Telegram
  • 邮件通讯英文

产品

  • 行情
  • 主题专区
  • 全部股票
  • 股票对比
  • 热门股票
  • 机会
  • 新闻
  • 讨论
  • 自选
  • 更新

账户

  • 设置
  • 邮件通讯
  • 媒体与研究者
  • MCP 接入
  • 联系我们
  • 登录
  • 注册
行情主题专区全部股票股票对比热门股票机会新闻讨论自选更新设置邮件通讯媒体与研究者MCP 接入联系我们登录注册

© 2026 Tickwind。非投资建议。

为好奇的投资者而做。

首页/CW/申报文件变化

CW 最新10-Q变化

将 CW 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+51−28~518
市场风险(第3项)文字有新增/删除00~10
控制与程序文字有新增/删除00~20
法律诉讼无段落级文字变化0002
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+2−2~44

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

  • Sales during the six months ended June 30, 2026 increased $155 million, or 9%, to $1,838 million, compared with the prior year period. On a segment basis, sales from the Aerospace & Industrial, Defense Electronics, and Naval & Power segments increased $56 million, $4 million, and $95 million, respec…
  • Operating income in the second quarter increased $22 million, or 14%, to $179 million, and operating margin increased 150 basis points to 19.3% compared with the same period in 2025, due to increases across all segments. In the Aerospace & Industrial segment, increases in operating income and operat…
  • higher sales, favorable product mix, as well as the benefits of the Company's restructuring initiatives. Operating income and operating margin in the Defense Electronics segment increased primarily due to favorable product mix and the benefits from our cost containment initiatives. In the Naval & Po…
  • Operating income during the six months ended June 30, 2026 increased $53 million, or 18%, to $338 million, and operating margin increased 140 basis points to 18.4%, compared with the same period in 2025, due to increases across all segments. In the Aerospace & Industrial segment, increases in operat…
  • Non-segment operating expense in the second quarter decreased $1 million, or 8%, to $10 million, primarily due to lower corporate costs. Non-segment operating expense of $21 million during the six months ended June 30, 2026 was essentially flat against the comparable prior year period.

相对上期删除的文字 · 来源:10-Q · 2026-05-07

  • Operating income during the three months ended March 31, 2026 increased $30 million, or 23%, to $160 million, compared with the prior year period, and operating margin increased 150 basis points to 17.5% compared with the same period in 2025. Increases in operating income and operating margin were p…
  • Non-segment operating expense of $11 million during the three months ended March 31, 2026 was essentially flat against the comparable prior year period.
  • Interest expense of $10 million during the three months ended March 31, 2026 was essentially flat against the comparable prior year period.
  • Other income, net during the three months ended March 31, 2026 increased $2 million, or 36%, to $8 million, primarily due to prior period losses on equity securities held for investment purposes that were acquired in conjunction with our I&C Solutions acquisition.
  • The effective tax rate for the three months ended March 31, 2026 of 18.7% decreased compared to an effective tax rate of 19.0% in the comparable prior year period, primarily due to increased tax benefits associated with stock-based compensation.

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-08-06

  • 5.The aggregate number of shares of common stock to be sold pursuant to Mr. Ogilby's Rule 10b5-1 Trading Arrangement includes: (a) 50% of the net after-tax shares received upon the vesting of 3,773 restricted stock units on December 15, 2026, pursuant to a Restricted Stock Unit Agreement between the…
  • material nonpublic information acquired by the officer or the Company after the date of the representation. Actual sale transactions will be disclosed publicly through Form 144 and Form 4 filings with the SEC, as required.

相对上期删除的文字 · 来源:10-Q · 2026-05-07

  • John C. WattsExecutive Vice President and Chief Growth OfficerAdoption
  • 5.The aggregate number of shares of common stock to be sold pursuant to Mr. Farkas's Rule 10b5-1 Trading Arrangement are up to 100% of the net after-tax shares received upon the vesting of 5,660 restricted stock units on December 15, 2026, pursuant to a Restricted Stock Unit Agreement between the Co…

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

CW 更多分析

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