MTH 最新10-Q变化
将 MTH 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 · 2026-04-24
| 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 | +27 | −17 | ~26 | 30 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 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 | +8 | −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。
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 · 2026-07-31
For the six months ended June 30, 2026, home closing volume and ASP on closings decreased 11.8% and 4.4%, respectively, for a combined decrease in home closing revenue of 15.6%. Home closing gross margin of 17.9% declined 360 basis points year over year, for a $189.6 million decrease in home closing…
Home orders of 3,575 for the three months ended June 30, 2026 decreased 8.7% from 3,914 home orders in the prior year quarter due to an 18.6% decrease in orders pace to 3.5 net homes per month, offset by the 13.8% increase in average active communities. Home order value for the three months ended Ju…
to lower order volume and a 2.6% decrease in ASP on orders caused by the same factors discussed previously for the second quarter of 2026. Our cancellation rate of 13% in the three months ended June 30, 2026 increased from 10% in the comparable 2025 period, reflecting the tougher selling environment…
For the six months ended June 30, 2026, home orders and home order value decreased 7.1% and 10.6%, respectively, over the prior year and the cancellation rate of 12% rose from 9% in the comparable prior year period. We ended the second quarter of 2026 with 1,715 homes in backlog valued at $661.9 mil…
We ended the second quarter of 2026 with 340 active communities, up from 312 at June 30, 2025 and 336 at December 31, 2025. We purchased approximately 4,700 lots for $277.4 million, spent $405.8 million on land development, net of reimbursements, and started construction on 6,453 homes during the si…
相对上期删除的文字 · 来源:10-Q · 2026-04-24
Home orders of 3,664 for the three months ended March 31, 2026 decreased 5.5% from 3,876 home orders in the prior year quarter due to an 18.2% decrease in orders pace to 3.6 net homes per month, offset by the 17.0% increase in average active communities. Home order value during the three months ende…
We ended the first quarter of 2026 with 345 active communities, the highest in Company history, up from 290 at March 31, 2025 and 336 at December 31, 2025. We purchased approximately 2,600 lots for $141.0 million, spent $185.1 million on land development, net of reimbursements, and started construct…
•Increasing homeowner satisfaction by offering energy-efficient homes that are cleaner and healthier.
Companywide. In the three months ended March 31, 2026, we closed 2,967 homes, 13.1% lower than 3,416 closings in the three months ended March 31, 2025. The decrease in home closing volume combined with a 5.0% lower ASP on closings drove $1.1 billion in home closing revenue for the three months ended…
West. The West Region generated $336.2 million in home closing revenue in the three months ended March 31, 2026, a 29.9% decrease compared to $479.6 million in the prior year period. The lower revenue was due entirely to 31.3% lower closing volume of 686 homes in the three months ended March 31, 202…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-07-31
During the fiscal quarter ended June 30, 2026, no director or officer terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408 of Regulation S-K, and no independent director adopted a Rule 10b5-1 trading arrangement or non-Rule 10b5…
Name and TitleDate AdoptedDuration of Trading ArrangementDescription of the Aggregate Number of Securities to be Sold Pursuant to the Arrangement
June 4, 2026February 23, 2027 - March 31, 2027Sell sufficient shares to cover taxes due on vesting of equity awards that were granted on February 22, 2024 and vest on February 22, 2027.
June 4, 2026February 23, 2027 - March 31, 2027Sell sufficient shares to cover taxes due on vesting of equity awards that were granted on February 22, 2024 and vest on February 22, 2027.
June 4, 2026February 23, 2027 - March 31, 2027Sell sufficient shares to cover taxes due on vesting of equity awards that were granted on February 22, 2024 and vest on February 22, 2027.
相对上期删除的文字 · 来源:10-Q · 2026-04-24
During the fiscal quarter ended March 31, 2026, no director or officer adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408 of Regulation S-K.
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