ELMD 最新10-K变化
将 ELMD 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-K · 2026-08-25 与上一份 10-K · 2025-08-26
| 章节 | 结果 | 新增 | 删除 | 微调 | 未变 |
|---|---|---|---|---|---|
| 业务概况 | 文字有新增/删除 | +5 | −3 | ~26 | 73 |
| 风险因素 | 文字有新增/删除 | 0 | 0 | ~4 | 6 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 管理层讨论与分析 | 文字有新增/删除 | +22 | −27 | ~6 | 16 |
| 市场风险(第7A项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
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。
业务概况
相对上期新增的文字 · 来源:10-K · 2026-08-25
Estimated HFCWO bronchiectasis penetration, treated population: ~166K HFCWO Adopted, Bronchiectasis HFCWO penetration ~16%
Estimated Net Bronchiectasis prevalence, DIAGNOSED: ~1MM US BE Diagnosed, Diagnosed BE population growing at ~12% annually
Estimated bronchiectasis prevalence, UNDIAGNOSED with COPD/BE overlap: 4.1 million US Undiagnosed
Alternative products for administering pulmonary therapy include: Positive Expiratory Pressure, Intrapulmonary Percussive Ventilation, CPT and breathing techniques. Physicians may prescribe some or all of these devices and techniques, depending upon each patient’s health status, severity of disease,…
Pharmaceutical companies are developing anti-inflammatory therapies for bronchiectasis to target underlying airway inflammation such as Insmed Inc. (“Insmed”), which received FDA approval in 2025 for Brinsupri, a DDP1 inhibitor targeting neutrophilic inflammation in patients with bronchiectasis. We …
相对上期删除的文字 · 来源:10-K · 2025-08-26
Estimated HFCWO bronchiectasis penetration, treated population ~148k HFCWO ADOPTED Bronchiectasis HFCWO penetration ~16% Estimated Net Bronchiectasis prevalence, DIAGNOSED ~923k U.S. BE Diagnosed Diagnosed BE population growing at ~12% annually Estimated bronchiectasis prevalence, UNDIAGNOSED with C…
The AffloVest® from Tactile Systems Technology Inc. (“Tactile Medical”) also participates in the same market as our SmartVest System. Tactile Medical primarily sells its device through HME companies who distribute homecare medical devices and supplies.
Alternative products for administering pulmonary therapy include: Positive Expiratory Pressure, Intrapulmonary Percussive Ventilation, CPT and breathing techniques. Physicians may prescribe some or all of these devices and techniques, depending upon each patient’s health status, severity of disease,…
管理层讨论与分析
相对上期新增的文字 · 来源:10-K · 2026-08-25
Fiscal Year Ended June 30, 2026 Compared to Fiscal Year Ended June 30, 2025
Revenue for the fiscal years ended June 30, 2026, and 2025 are summarized in the table below.
Homecare Revenue. Homecare revenue increased by $9,325,000, or 16.3%, in fiscal 2026 compared to fiscal 2025. Approximately $7,959,000 of the increase in revenue was due to higher volume, which was driven by additional sales representatives and increased sales representative productivity, and approx…
Hospital Revenue. Hospital revenue increased by $302,000, or 9.6%, in fiscal 2026 compared to fiscal 2025. Hospital revenue includes sales to hospitals, rental companies and other institutions. The increase was primarily due to an increase in sales representatives focused on the hospital market as w…
Homecare Distributor Revenue. Homecare distributor revenue increased by $373,000, or 12.7%, in fiscal 2026 compared to fiscal 2025. The revenue increase in fiscal 2026 was due to increased demand from our distributor partners. We sell to a limited number of home medical equipment distributors, who i…
相对上期删除的文字 · 来源:10-K · 2025-08-26
Inventories are stated at the lower of cost (first-in, first-out method) or net realizable value. Work in process and finished goods are carried at standard cost, which approximates actual cost, and includes materials, labor and allocated overhead. The reserve for obsolescence is determined by analy…
The Company provides a lifetime warranty on its products to the prescribed patient for homecare sales within the U.S. and a one to five-year warranty for all homecare distributor, hospital and other sales. The Company estimates the costs that may be incurred under its warranty and records a liabilit…
Share-based payment awards consist of options to purchase shares of our common stock, restricted stock awards, restricted stock units, and performance-based awards. Expense for options is estimated using the Black-Scholes pricing model at the date of grant and expense for restricted stock is determi…
Fiscal Year Ended June 30, 2025 Compared to Fiscal Year Ended June 30, 2024
Revenue for the fiscal years ended June 30, 2025, and 2024 are summarized in the table below.
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