Tickwind
今日机会行情AI 对话
中文
登录注册
Tickwind

读懂每一次跳动,看清市场风向。

  • X英文
  • Telegram
  • 邮件通讯英文

产品

  • 行情
  • 主题专区
  • 全部股票
  • 股票对比
  • 热门股票
  • 机会
  • 新闻
  • 讨论
  • 自选
  • 更新

账户

  • 设置
  • 邮件通讯
  • 媒体与研究者
  • MCP 接入
  • 联系我们
  • 登录
  • 注册
行情主题专区全部股票股票对比热门股票机会新闻讨论自选更新设置邮件通讯媒体与研究者MCP 接入联系我们登录注册

© 2026 Tickwind。非投资建议。

为好奇的投资者而做。

首页/LMT/申报文件变化

LMT 最新10-Q变化

将 LMT 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 · 2026-10-22 与上一份 10-Q · 2026-07-23

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+29−27~3031
市场风险(第3项)文字有新增/删除00~10
控制与程序文字有新增/删除+3−1~427
风险因素无段落级文字变化0001
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 · 2026-10-22

  • We operate in a complex and evolving global security environment. Conflicts or tensions in areas such as the Middle East, Europe, and the Pacific region have heightened tensions and highlighted security requirements globally, including in these regions as well as the U.S. Although these tensions and…
  • For additional risks to the company related to global security, see Part I, Item 1A, “Risk Factors” of our 2025 Form 10-K.
  • committed to our ongoing efforts to increase the efficiency of our operations and improve the cost competitiveness and affordability of our products and services, which may, in part, offset cost increases from inflation.
  • potentially taking action based on those assessments. Those actions remain uncertain and could result in impacts to both our current and future business prospects and financial performance.
  • Product sales increased $2.1 billion, or 14%, during the quarter ended September 27, 2026, compared to the same period in 2025. This increase was due to higher product sales of approximately $865 million at MFC (production ramp-up on Patriot Advanced Capability-3 (PAC-3), Terminal High Altitude Area…

相对上期删除的文字 · 来源:10-Q · 2026-07-23

  • We operate in a complex and evolving global security environment. Conflicts or tensions in areas such as the Middle East, Europe, and the Pacific region have heightened tensions and highlighted security requirements globally, including in these regions as well as the U.S. Although these tensions and…
  • Certain materials and component parts that go into making our products are imported into the U.S. and are subject to tariffs, sanctions, embargoes, export and import controls, and other trade restrictions. Changes in trade policies,
  • Product sales increased $1.6 billion, or 11%, during the quarter ended June 28, 2026, compared to the same period in 2025. This increase was due to higher product sales of approximately $650 million at Aeronautics (higher volume on F-35 production contracts and the sales impact of the 2025 reach-for…
  • Product costs increased $594 million, or 4%, during the quarter ended June 28, 2026, compared to the same period in 2025. Higher product costs of approximately $515 million at MFC, $165 million at RMS and $155 million at Space, partially offset by lower product costs of $240 million at Aeronautics. …
  • Service sales increased $274 million, or 9%, during the quarter ended June 28, 2026, compared to the same period in 2025 due to higher service sales of approximately $175 million at RMS (sales impact of the 2025 reach-forward loss on Canadian Maritime Helicopter Program (CMHP)); and $45 million at A…

控制与程序

相对上期新增的文字 · 来源:10-Q · 2026-10-22

  • There were no changes in our internal control over financial reporting during the quarter ended September 27, 2026 that materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.
  • •our ability to develop and integrate artificial intelligence and autonomy technologies into our products and operations, our use of third-party AI providers, unintended performance of AI-enabled systems, and evolving laws, regulations and contract requirements governing AI and autonomous weapon sys…
  • •our ability to successfully integrate the Ultra Maritime business and realize synergies and other expected benefits of the transaction and the potential for disruption to our or Ultra Maritime's business, customer and supplier relationships;

相对上期删除的文字 · 来源:10-Q · 2026-07-23

  • •the satisfaction of conditions to (including regulatory approvals) and consummation of our announced acquisition of Ultra Maritime, if at all, the timing and terms of any financing for such acquisition and the impact thereof on our indebtedness and capital allocation, our ability to successfully in…

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

LMT 更多分析

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

同类股票的申报变化

RTX 申报变化NOC 申报变化GD 申报变化LHX 申报变化KTOS 申报变化LDOS 申报变化