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为好奇的投资者而做。

首页/IBP/申报文件变化

IBP 最新10-Q变化

将 IBP 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+11−17~2436
市场风险(第3项)文字有新增/删除00~11
控制与程序文字有新增/删除00~20
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。

未列出(无法可靠提取或缺失):法律诉讼

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

  • As of June 30, 2026, we had $394.5 million of cash and cash equivalents and had not drawn on our revolving line of credit. This strong liquidity position allowed us to return capital to shareholders by increasing our regular quarterly dividend 5% over the second quarter of 2025 to $0.39 per share, o…
  • During the six months ended June 30, 2026, net revenue decreased 0.5% over the same period in 2025 primarily due to the decline in residential job volume.
  • During the three months ended June 30, 2026, gross profit as a percentage of net revenue decreased as compared to the same period in 2025, primarily due to higher labor costs and other indirect costs from shifts in product and end market mix, increased vehicle costs including fuel, depreciation expe…
  • The dollar increase in selling expenses for the three months ended June 30, 2026 compared to 2025 was primarily driven by an increase in selling compensation and increased credit loss expense on higher revenues. Selling expenses for the six months ended June 30, 2026 decreased compared to 2025 prima…
  • The dollar increase in administrative expenses for the three and six months ended June 30, 2026 compared to 2025 was primarily due to an increase in medical benefits and liability insurance costs. In addition, facility costs increased due to inflationary pressures and acquisitions. Administrative ex…

相对上期删除的文字 · 来源:10-Q · 2026-05-07

  • During the three months ended March 31, 2026, we amended and extended our asset-based lending credit agreement which included increasing the commitment on our revolving line of credit to $375.0 million. Additionally, we issued $500.0 million in aggregate principal amount of 5.625% senior unsecured n…
  • As of March 31, 2026, we had $474.3 million of cash and cash equivalents and had not drawn on our revolving line of credit. This strong liquidity position allowed us to return capital to shareholders by increasing our regular quarterly dividend 5% over the first quarter of 2025 to $0.39 per share, o…
  • Calculated based on period-over-period change in sales in the residential new construction end market for our Installation segment.
  • Calculated based on period-over-period change in sales in the single-family subset of the residential new construction end market for our Installation segment.
  • Calculated based on period-over-period change in sales in the multi-family subset of the residential new construction end market for our Installation segment.

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

IBP 更多分析

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