HESM 最新10-Q变化
将 HESM 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 | +18 | −7 | ~13 | 58 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 其他信息 | 文字有新增/删除 | 0 | −1 | ~1 | 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 · 2026-08-06
Revenues and other income in the second quarter of 2026 were $399.0 million, down from $414.2 million in the prior‑year quarter, primarily due to lower throughput volumes, partially offset by higher tariff rates and third-party services. Total operating costs and expenses in the second quarter of 20…
Revenues and other income decreased $12.6 million in the second quarter of 2026 compared to the second quarter of 2025, of which, $16.0 million is attributable to lower gas gathering physical volumes delivered by Chevron, $6.7 million is attributable to lower crude oil gathering physical volumes del…
Operating and maintenance expenses (exclusive of depreciation) decreased $2.6 million primarily due to lower maintenance activity.
Income from equity investments increased $2.1 million in the second quarter of 2026 compared to the second quarter of 2025 primarily due to higher volumes processed at the LM4 plant.
Revenues and other income increased $4.0 million in the second quarter of 2026 compared to the second quarter of 2025, of which $7.0 million is attributable to higher tariff rates, $0.6 million is attributable to higher MVC revenue and another $0.6 million is attributable to services provided direct…
相对上期删除的文字 · 来源:10-Q · 2026-05-07
Revenues and other income in the first quarter of 2026 were $390.1 million, up from $382.0 million in the prior‑year quarter, primarily due to higher tariff rates, third-party services and pass-through revenues, partially offset by lower throughput volumes. Total operating costs and expenses in the …
Revenues and other income increased $0.5 million in the first quarter of 2026 compared to the first quarter of 2025, of which $4.9 million is attributable to higher pass‑through revenue, $3.9 million is attributable to higher tariff rates, and $3.0 million is attributable to services provided direct…
Operating and maintenance expenses (exclusive of depreciation) increased $1.6 million, of which $3.1 million is attributable to higher third-party processing and offload fees, partially offset by $1.5 million attributable to lower maintenance activity and all other costs. Depreciation expense increa…
Revenues and other income increased $7.0 million in the first quarter of 2026 compared to the first quarter of 2025, of which $7.2 million is attributable to higher tariff rates, $0.5 million is attributable to MVC revenues that were previously deferred, and $0.4 million is attributable to services …
Operating and maintenance expenses (exclusive of depreciation) remained relatively flat in the first quarter of 2026 compared to the first quarter of 2025.
其他信息
相对上期删除的文字 · 来源:10-Q · 2026-05-07
On May 5, 2026, our general partner, Hess Midstream GP LLC, Hess, Hess Trading Corporation (“HTC”) and Chevron entered into a First Amendment (the “Amendment”) to the Amended and Restated Employee Secondment Agreement, dated as of December 16, 2019 (the “employee secondment agreement”), pursuant to …
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