KMT 最新10-Q变化
将 KMT 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 · 2026-11-04 与上一份 10-Q · 2026-05-06
| 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 | +30 | −55 | ~25 | 8 |
| 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 | +2 | −1 | ~1 | 0 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~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。
未列出(无法可靠提取或缺失):风险因素
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 · 2026-11-04
Operating income for the three months ended September 30, 2026 was $379.3 million compared to $37.6 million in the prior year quarter. The year-over-year increase of $341.7 million was driven by the favorable timing of raw material-related pricing compared to costs of approximately $323 million, non…
In February 2026, the U.S. Supreme Court issued a ruling invalidating certain tariffs previously imposed under the International Emergency Economic Powers Act (IEEPA). As a result of this ruling, companies may be eligible for a refund of tariffs previously paid on imported goods. We are pursuing pot…
GROSS PROFIT Gross profit for the three months ended September 30, 2026 was $513.6 million, an increase of $359.0 million from $154.6 million in the prior year quarter. The increase was driven by the favorable timing of raw material-related pricing compared to costs of approximately $323 million, no…
OPERATING EXPENSE Operating expense for the three months ended September 30, 2026 was $126.8 million compared to $113.0 million for the three months ended September 30, 2025.
Research and development expenses included in operating expense totaled $11.0 million and $10.6 million for the three months ended September 30, 2026 and 2025, respectively.
相对上期删除的文字 · 来源:10-Q · 2026-05-06
Operating income for the three months ended March 31, 2026 was $79.4 million compared to $44.1 million in the prior year quarter. The year-over-year increase of $35.4 million was driven by the favorable timing of pricing compared to raw material costs of approximately $39 million within the Infrastr…
In February 2026, the U.S. Supreme Court issued a ruling invalidating certain tariffs previously imposed under the International Emergency Economic Powers Act (IEEPA). As a result of this ruling, companies may be eligible for a refund of tariffs previously paid on imported goods. We are continuing t…
Sales for the nine months ended March 31, 2026 were $1,620.1 million, an increase of $169.7 million, or 12 percent, from $1,450.4 million in the prior year period, reflecting organic sales growth of 11 percent and a favorable currency exchange effect of 2 percent, partially offset by a divestiture e…
Three Months Ended March 31, 2026Nine Months Ended March 31, 2026
(1) Constant currency excludes the effect of divestiture and currency exchange.
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-11-04
During the quarter ended September 30, 2026, the Company completed the implementation of SAP S/4HANA across its global operations. In connection with the implementation, the Company implemented new controls and modified existing controls over financial reporting. These changes represent a material c…
Other than the changes described above, there were no changes in the Company's internal control over financial reporting that occurred during the Company's most recent fiscal quarter that have materially affected, or are reasonably likely to materially affect, the Company's internal control over fin…
相对上期删除的文字 · 来源:10-Q · 2026-05-06
There were no changes in the Company's internal control over financial reporting that occurred during the Company's most recent fiscal quarter that have materially affected, or are reasonably likely to materially affect, the Company's internal control over financial reporting.
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