GCT 最新10-Q变化
将 GCT 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 · 2026-05-07 与上一份 10-Q · 2025-11-06
| 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 | +55 | −91 | ~50 | 25 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~3 | 0 |
| 法律诉讼 | 文字有新增/删除 | +1 | −2 | 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 | +1 | −2 | 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 · 2026-05-07
3P seller GigaCloud Marketplace GMV(in $ thousands)$908,609 $734,300
Our revenues, which primarily consist of service revenues generated from GigaCloud 3P and product revenues generated from GigaCloud 1P and off-platform sales, increased by 32.2% to $359.5 million in the three months ended March 31, 2026 from $271.9 million in the three months ended March 31, 2025. T…
•Service Revenues from GigaCloud 3P. Our service revenues increased by 23.8% to $116.5 million in the three months ended March 31, 2026 from $94.1 million in the three months ended March 31, 2025. The increase was primarily attributable to:
◦an increase in revenues from last mile delivery services by 40.2% to $69.0 million in the three months ended March 31, 2026 from $49.2 million in the three months ended March 31, 2025 as our GigaCloud Marketplace GMV and delivery volume continued to increase;
◦an increase in revenues from packaging services by 30.1% to $9.5 million in the three months ended March 31, 2026 from $7.3 million in the three months ended March 31, 2025 as we handled more products as our GigaCloud Marketplace GMV continued to increase;
相对上期删除的文字 · 来源:10-Q · 2025-11-06
Our income from government grants primarily consists of industry related government subsidies.
Our others, net primarily consists of credit card cash back and payments to be received from legal claims.
Comparison of Three Months Ended September 30, 2025 and 2024
Our revenues, which primarily consist of service revenues generated from GigaCloud 3P and product revenues generated from GigaCloud 1P and off-platform ecommerce sales, increased by 9.7% to $332.6 million in the three months ended September 30, 2025 from $303.3 million in the three months ended Sept…
•Service Revenues from GigaCloud 3P. Our service revenues decreased by 1.7% to $108.4 million in the three months ended September 30, 2025 from $110.3 million in the three months ended September 30, 2024. The decrease was attributable to:
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-05-07
We are not presently a party to any other legal or regulatory proceedings that in the opinion of our management, if determined adversely to us, would individually or taken together have a material adverse effect on our business, operating results, financial condition, or cash flows.
相对上期删除的文字 · 来源:10-Q · 2025-11-06
Southern District of New York Litigation Matter, In Re GigaCloud Technology Inc Securities Litigation, No. 1:23-cv-10645-JMF (S.D.N.Y.)
In October 2023, two GigaCloud shareholders separately brought putative securities class actions in the United States District Court for the Central District of California. On November 27, 2023, both cases were transferred to the United States District Court for the Southern District of New York. On…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-07
(c) During the three months ended March 31, 2026, no director or officer of our company adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a) of Regulation S-K.
相对上期删除的文字 · 来源:10-Q · 2025-11-06
On September 24, 2025, Mr. Larry Lei Wu, our Chief Executive Officer, adopted a trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act, for the sale of up to an aggregate 800,000 shares of our Class A ordinary shares held indirectly through J…
Except for the foregoing, during the three months ended September 30, 2025, none of the directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) of our company adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” each as defined in Ite…
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