MHK 最新10-Q变化
将 MHK 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 · 2026-07-31 与上一份 10-Q · 2026-05-01
| 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 | +35 | −16 | ~13 | 8 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 1 |
| 控制与程序 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 2 |
| 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 | 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。
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 · 2026-07-31
On February 20, 2026, the U.S. Supreme Court ruled that certain tariffs imposed under the International Emergency Economic Powers Act (“IEEPA”) by the executive branch are not lawful. On March 4, 2026, the Court of International Trade (CIT) ordered U.S. Customs and Border Protection (CBP) to begin t…
As the nature, timing, and extent of any such refunds were uncertain, the Company elected to account for refunds as gain contingencies, based on the original tariff cost recognition in accordance with ASC 450, Contingencies (“ASC 450”). As of July 4, 2026, the Company has received $65.5 million in r…
Notwithstanding the foregoing, uncertainty remains regarding the ultimate outcome and timing of recovery of these refunds, and any anticipated refunds may be delayed, reduced, or denied. The CIT order has been appealed by the U.S. government, and a successful appeal could delay, reduce or deny the f…
Due to its global footprint, Mohawk’s business is sensitive to geopolitical conflicts. The ongoing conflicts in the Middle East region have resulted in fluctuating energy prices, including for fuel, oil and natural gas, and have resulted in supply chain disruptions and increased transportation barri…
For the six months ended July 4, 2026, the net earnings attributable to the Company were $313.2 million compared to the net earnings attributable to the Company of $219.0 million for the six months ended June 28, 2025. The change was primarily attributable to increased productivity; improved price a…
相对上期删除的文字 · 来源:10-Q · 2026-05-01
The Company continues to actively monitor trade policy and tariff announcements, including various executive orders issued by the current U.S. presidential administration. On February 20, 2026, the U.S. Supreme Court issued a ruling addressing the validity of certain tariffs implemented under the In…
Due to its global footprint, Mohawk’s business is sensitive to geopolitical conflicts. The ongoing conflicts in the Middle East region have resulted in higher energy prices, including for fuel, oil and natural gas, and have resulted in supply chain disruptions and increased transportation barriers t…
Quarter Ended April 4, 2026, as compared with Quarter Ended March 29, 2025
Net sales for the three months ended April 4, 2026 were $2,728.7 million, reflecting an increase of $202.9 million, or 8.0%, from $2,525.8 million reported for the three months ended March 29, 2025. The increase was primarily attributable to more shipping days for the quarter ended April 4, 2026, of…
Global Ceramic—Net sales for the three months ended April 4, 2026 were $1,097.4 million, reflecting an increase of $103.6 million, or 10.4%, from $993.8 million reported for the three months ended March 29, 2025. The increase was primarily attributable to the favorable net impact of foreign exchange…
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