MDLZ 最新10-Q变化
将 MDLZ 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 · 2026-10-29 与上一份 10-Q · 2026-07-28
| 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 | +41 | −36 | ~41 | 72 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 控制与程序 | 文字有新增/删除 | +2 | −1 | ~1 | 0 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 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 | +1 | −1 | 0 | 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 · 2026-10-29
During the quarter ended September 30, 2026, we completed the implementation of the new ERP system for our North America and Latin America segments, which was the first phase of our multi-phase global ERP implementation program. The new ERP systems for our remaining segments continue to be implement…
Gain/(loss) on equity method investment transactions Note 5— 169 (2)169
Intangible asset impairment charges – Reflects non-cash impairments of certain of our brands in connection with our indefinite-life intangible asset impairment testing.
Incremental costs due to geopolitical conflicts – Reflects impacts related to the ongoing conflicts in the Middle East and Ukraine. Includes costs related to conflict-related destruction of inventory, transportation surcharges, evacuation costs and committed compensation.
ERP System Implementation costs – In July 2024, our Board of Directors approved funding of $1.2 billion for a multi-year systems transformation program to upgrade our global ERP and supply chain systems, which is comprised of both capital expenditures and operating expenses, of which a majority is e…
相对上期删除的文字 · 来源:10-Q · 2026-07-28
incurred in relation to the preparation and completion of divestiture transactions (including one-time costs such as severance related to the elimination of stranded costs) as well as costs incurred associated with publicly announced processes to sell businesses.
Incremental costs due to geopolitical conflicts - Reflects impacts related to the ongoing conflicts in the Middle East and Ukraine. Includes costs related to transportation surcharges, evacuation costs and committed compensation.
ERP System Implementation costs – In July 2024, our Board of Directors approved funding of $1.2 billion for a multi-year systems transformation program to upgrade our global ERP and supply chain systems, which is comprised of both capital expenditures and operating expenses, of which a majority is e…
Net Revenues – increased 4.1% to $9.4 billion in the second quarter of 2026 and increased 6.2% to $19.4 billion in the first six months of 2026 as compared to the same periods in the prior year. Net revenue growth in both the second quarter and first six months of 2026 was driven by favorable curren…
Organic Net Revenue – Organic Net Revenue, a non-GAAP financial measure, increased 2.2% to $9.2 billion in the second quarter of 2026 and increased 2.6% to $18.8 billion in the first six months of 2026 as compared to the same periods in the prior year. During both the second quarter and the first si…
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-10-29
During the quarter ended September 30, 2026, we completed the implementation of a new ERP system for our North America and Latin America segments, which was the first phase of our ERP System Implementation described in Item 2, Management's Discussion and Analysis of Financial Condition and Results o…
Management, together with our CEO and CFO, evaluated the changes in our internal control over financial reporting during the quarter ended September 30, 2026. Except with respect to the ERP System Implementation, described above, there were no material changes in our internal control over financial …
相对上期删除的文字 · 来源:10-Q · 2026-07-28
Management, together with our CEO and CFO, evaluated the changes in our internal control over financial reporting during the quarter ended June 30, 2026. There were no material changes in our internal control over financial reporting during the quarter ended June 30, 2026, that have materially affec…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-29
On September 10, 2026, Gustavo Valle, Executive Vice President and President, North America, adopted a trading plan intended to satisfy the affirmative defense conditions of Rule 10b5-1(c) of the Exchange Act (the "10b5-1 Plan"). The 10b5-1 Plan provides for (i) the potential exercise of vested stoc…
相对上期删除的文字 · 来源:10-Q · 2026-07-28
On May 15, 2026, Dirk Van de Put, our Chief Executive Officer and Chairman, adopted a trading plan (the “Trading Plan”) intended to satisfy Rule 10b5-1(c) to sell the following shares of Class A Common Stock over a period ending on May 15, 2027, subject to certain conditions: (i) 577,767 shares and …
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