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为好奇的投资者而做。

首页/DCO/申报文件变化

DCO 最新10-Q变化

将 DCO 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 · 2026-11-05 与上一份 10-Q · 2026-08-06

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+24−20~5349
市场风险(第3项)文字有新增/删除00~13
控制与程序文字有新增/删除00~35

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、风险因素、其他信息

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 · 2026-11-05

  • As noted above, Boeing is one of our largest customers, and Boeing, Airbus, and our other customers that are suppliers to the commercial airline industry are being impacted as commercial airline customers are experiencing elevated jet fuel prices due to the conflict in the Middle East, and sustained…
  • Since February 2025, the U.S. government has issued several executive orders (“Executive Orders”), under various statutes, imposing tariffs on imports from most countries with whom the U.S. engages in trade. As such, during 2025, the United States reached bilateral trade agreements that recognize ta…
  • On February 3, 2026, Congress passed and the President signed a spending package providing full-year funding for most federal agencies through September 30, 2026. On September 2, 2026, the President signed a Continuing Resolution maintaining Fiscal Year 2026 funding levels for federal agencies beyon…
  • •$9.2 million lower revenues in our military and space end-use markets due to lower rates on selected ground vehicle weapon, rotary-wing aircraft, and other military and space platforms, partially offset by higher rates on selected missiles and fixed-wing aircraft platforms.
  • SG&A expenses increased $5.8 million year-over-year in the three months ended October 3, 2026 compared to the three months ended September 27, 2025, primarily due to higher compensation and benefits costs of $2.8 million, higher professional services fees of $1.8 million, and higher other SG&A expen…

相对上期删除的文字 · 来源:10-Q · 2026-08-06

  • Since February 2025, the U.S. government has issued several executive orders (“Executive Orders”), under various statutes, imposing tariffs on imports from most countries with whom the U.S. engages in trade. As such, during 2025, the United States reached bilateral trade agreements that recognize ta…
  • In October 2025, Congress failed to reach an agreement on funding the federal government, resulting in a shutdown until an agreement is reached. This resulted in the disruption of non-essential government services, with over hundreds of thousands of federal employees being furloughed or working with…
  • In November 2025, the U.S. Government enacted a continuing resolution (“CR”) to keep the government funded through January 2026 while Congress works to enact full year fiscal year 2026 (“FY26”) remaining appropriation bills or an additional CR to fund government departments and agencies after Januar…
  • In February 2026, President Trump signed into law a funding package to end the brief U.S. Government shutdown. The legislation will ensure full year funding for the federal government through the end of September 2026, with the lone exception of funding for the Department of Homeland Security. On Ju…
  • •$7.9 million higher revenues in our military and space end-use markets due to higher rates on several missiles and fixed-wing aircraft platforms, partially offset by lower rates on a classified program, selected radar, rotary-wing aircraft, and naval platforms.

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

DCO 更多分析

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