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为好奇的投资者而做。

首页/GLW/申报文件变化

GLW 最新10-Q变化

将 GLW 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 · 2026-10-29 与上一份 10-Q · 2026-07-29

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+20−17~5996
市场风险(第3项)无段落级文字变化0004
控制与程序文字有新增/删除00~11
法律诉讼无段落级文字变化0001
风险因素文字有新增/删除00~10
其他信息文字有新增/删除00~10

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 · 2026-10-29

  • For the nine months ended September 30, 2026, selling, general and administrative expenses increased $149 million, and remained consistent as a percentage of sales when compared to the same period in 2025. The increase was primarily due to higher variable compensation and share-based compensation ex…
  • For the three and nine months ended September 30, 2026, research, development and engineering expenses increased $34 million and $65 million, respectively, and remained consistent as a percentage of sales when compared to the same periods in 2025.
  • The impact to income from realized activity for the three months ended September 30, 2026 was primarily driven by realized gains from our Japanese yen and Mexican peso-denominated hedges, partially offset by realized losses from our South Korean won-denominated hedges. The impact to income from real…
  • The impact to income from unrealized activity for the three months ended September 30, 2026 was primarily driven by unrealized gains from our South Korean won, Chinese yuan, New Taiwan dollar and euro-denominated hedges, partially offset by unrealized losses from our Mexican peso-denominated hedges.…
  • The impact to income from unrealized activity for the three months ended September 30, 2025 was primarily driven by unrealized gains from our Japanese yen, Mexican peso and euro-denominated hedges, partially offset by unrealized losses from our new Taiwan dollar and South Korean won-denominated hedg…

相对上期删除的文字 · 来源:10-Q · 2026-07-29

  • For the three and six months ended June 30, 2026, research, development and engineering expenses increased $23 million and $31 million, respectively, and remained consistent as a percentage of sales when compared to the same periods in 2025.
  • The impact to income from realized activity for the three and six months ended June 30, 2026 was primarily driven by realized gains from our Japanese yen and Mexican peso-denominated hedges, partially offset by realized losses from our South Korean won-denominated hedges.
  • The impact to income from unrealized activity for the three months ended June 30, 2026 was primarily driven by unrealized gains from our Mexican peso and Chinese yuan-denominated hedges, partially offset by unrealized losses from our Japanese yen-denominated hedges. The impact to income from unreali…
  • The impact to income from unrealized activity for the three and six months ended June 30, 2025 was primarily driven by unrealized gains from our South Korean won and New Taiwan dollar-denominated hedges partially offset by unrealized losses from our Japanese-yen and euro denominated hedges.
  • For the three and six months ended June 30, 2026, income before income taxes increased $65 million and $354 million, respectively, when compared to the same periods in 2025, primarily driven by an increase in gross margin, as discussed above, partially offset by an increase in selling, general and a…

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

GLW 更多分析

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