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/MKSI/申报文件变化

MKSI 最新10-Q变化

将 MKSI 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 · 2026-11-05 与上一份 10-Q · 2026-08-06

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+31−24~4362
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00~20
风险因素无段落级文字变化0001
其他信息文字有新增/删除+2−2~21

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 · 2026-11-05

  • On October 17, 2026, we entered into a definitive agreement to sell our Ophir Optics business to TTM Technologies, Inc. in an all-cash transaction for a purchase price of $650 million, subject to customary closing adjustments. We expect to record a gain upon completion of the sale, but the amount of…
  • The Ophir Optics business provides high-precision infrared thermal imaging and laser optics solutions to customers in our Specialty Industrial market, serving defense, security and industrial applications. The Ophir Optics business is a part of PSD (as defined below). The transaction excludes our Op…
  • The transaction is expected to close in the second quarter of 2027, subject to customary closing conditions, including certain regulatory approvals and certain governmental consents and permits.
  • Selling, general and administrative expenses increased $1 million for the three months ended September 30, 2026 compared to the prior quarter.
  • Restructuring and other charges during the three and nine months ended September 30, 2026 primarily related to the rationalization of certain facilities in Europe within PSD and VSD, which were initiated during the first and second quarters of 2026, respectively, and are expected to be completed in …

相对上期删除的文字 · 来源:10-Q · 2026-08-06

  • Selling, general and administrative expenses increased $10 million for the three months ended June 30, 2026 compared to the prior quarter, primarily due to increases of $6 million in compensation related costs and $1 million in software maintenance costs.
  • Restructuring and other charges during the three and six months ended June 30, 2026 and the three months ended March 31, 2026 related primarily to severance costs incurred as a result of a reorganization of certain business units within PSD, which was implemented in the first quarter of 2026, and th…
  • During the three months ended March 31, 2026 and the six months ended June 30, 2026, we recorded a charge related to the resolution of a legal matter.
  • During the three months ended March 31, 2026 and the six months ended June 30, 2026, we recorded fees and expenses related to the Sixth Amendment to Credit Agreement, dated as of February 4, 2026, by and among us as parent borrower, the other loan parties party thereto, JPMorgan Chase Bank, N.A., as…
  • Amortization of intangible assets for the three months ended June 30, 2026 decreased $1 million compared to the prior quarter and for the six months ended June 30, 2026 increased $3 million compared to the same period in the prior year, primarily due to the impact of foreign exchange rates on intang…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-11-05

  • Until May 11, 2027, or such earlier date upon which all transactions are completed or expire without execution
  • Renee M. Donlan (Executive Vice President, General Counsel and Chief Compliance Officer)

相对上期删除的文字 · 来源:10-Q · 2026-08-06

  • (Executive Vice President, Global Strategic Marketing, and General Manager, Materials Solutions Division)
  • James A. Schreiner (Executive Vice President and Chief Operating Officer)

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

MKSI 更多分析

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