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为好奇的投资者而做。

首页/MDLN/申报文件变化

MDLN 最新10-Q变化

将 MDLN 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 · 2026-08-05

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+59−38~4027
市场风险(第3项)无段落级文字变化0001
控制与程序文字有新增/删除00~13
法律诉讼无段落级文字变化0003
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+2−2~20

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 · 2026-11-04

  • During the three and nine months ended September 26, 2026, we recognized approximately $70 million and $402 million as a reduction of Cost of goods sold related to tariff refunds received or accepted and approximately $4 million and $18 million of interest income in Interest expense, net, respective…
  • As of September 26, 2026, we have received three warning letters from the FDA, which have not been resolved. These warning letters relate to compliance with the Quality Management System Regulation and the current Good Manufacturing Practice (cGMP) regulations and were sent following inspections of …
  • Additionally, on September 16, 2026, we initiated a discontinuation and market exit of Medline Brand beds, including homecare beds, bariatric beds, and long-term care beds, and associated rails, mattresses, and accessories. On October 14, 2026, we communicated to customers a related voluntary field …
  • While we believe our remediation efforts appropriately address the FDA’s observations and strengthen our Quality practices, no assurances can be given regarding further action by the FDA or that the corrective actions we have proposed and taken will be adequate. Any failure to adequately address the…
  • In October 2026, management approved a restructuring plan intended to further align its organizational structure and cost base with its long-term strategic and operational objectives. Implementation of these initiatives is expected to occur over multiple reporting periods and may result in additiona…

相对上期删除的文字 · 来源:10-Q · 2026-08-05

  • During the three and six months ended June 27, 2026, we recognized approximately $332 million as a reduction of Cost of goods sold related to tariff refunds received or accepted, approximately $89 million as a reduction of Net sales related to accrued customer repayments associated with tariff refun…
  • As of June 27, 2026, we have received three warning letters from the FDA, which have not been resolved. These warning letters relate to compliance with the Quality Management System Regulation and the current Good Manufacturing Practice (cGMP) regulations and were sent following inspections of Medli…
  • On May 28, 2026, we completed an underwritten public offering of an aggregate of 72,554,594 shares of Class A common stock sold by a wholly owned subsidiary of Abu Dhabi Investment Authority and certain affiliates of our Sponsors (collectively, the “May 2026 Selling Stockholders”) at a public offeri…
  • On March 10, 2026, we completed an underwritten public offering of an aggregate of 86,250,000 shares of Class A common stock (including 11,250,000 shares of Class A common stock issued pursuant to the exercise in full of the underwriters’ option to purchase additional shares) sold by a wholly owned …
  • We incurred costs associated with public company reporting requirements during fiscal years 2026 and 2025, and we expect to continue to incur additional costs associated with operating as a public company. These costs include additional personnel, legal, consulting, regulatory, insurance, accounting…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-11-04

  • The terminated plan was scheduled to expire December 31, 2026
  • The terminated plan covered up to 100% of the shares of Class A common stock issued upon the vesting and exchange of 808,451 Incentive Units

相对上期删除的文字 · 来源:10-Q · 2026-08-05

  • William J. AbramsExecutive Vice President, Supply Chain Solutions
  • * Represents the maximum number of shares that may be sold pursuant to the trading arrangement. The actual number of shares sold will depend upon the satisfaction of certain conditions as set forth in the written plan.

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

MDLN 更多分析

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