NSIT 最新10-Q变化
将 NSIT 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 · 2026-05-07 与上一份 10-Q · 2025-10-30
| 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 | +73 | −123 | ~27 | 18 |
| 市场风险(第3项) | 文字有新增/删除 | +2 | −1 | ~4 | 17 |
| 控制与程序 | 文字有新增/删除 | +2 | −1 | ~4 | 17 |
| 法律诉讼 | 文字有新增/删除 | +2 | −1 | ~4 | 17 |
| 风险因素 | 文字有新增/删除 | +2 | −1 | ~4 | 17 |
| 其他信息 | 文字有新增/删除 | +2 | −1 | ~4 | 17 |
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 · 2026-05-07
•Earnings from operations increased 19%, year over year, to $71.7 million in the first quarter of 2026 compared to $60.1 million in the first quarter of 2025. The net change reflects an increase in gross profit, partially offset by an increase in selling and administrative expenses. Excluding the ef…
Net Sales. Net sales of $2.1 billion for the three months ended March 31, 2026 increased 1%, year over year, compared to the three months ended March 31, 2025, primarily reflecting increases in our EMEA and APAC operating segments, partially offset by a decrease in our North America operating segmen…
•The increase in hardware net sales was primarily due to a mix of higher volume of sales and higher selling price to large enterprise clients. This reflects an increase in both devices and infrastructure net sales.
•The increase in services net sales was due to an increase in cloud solution offerings combined with an increase in Insight Delivered services from the Inspire11 acquisition.
Our net sales by offering category for EMEA for the three months ended March 31, 2026 and 2025 were as follows (dollars in thousands):
相对上期删除的文字 · 来源:10-Q · 2025-10-30
•Earnings from operations was flat, year over year, at $93.1 million in the third quarter of 2025 compared to $92.9 million in the third quarter of 2024. The net change reflects increases in selling and administrative expenses and acquisition and integration related expenses, partially offset by dec…
Net Sales. Net sales of $2.0 billion for the three months ended September 30, 2025 decreased 4%, year to year, compared to the three months ended September 30, 2024, primarily reflecting a decrease in our North America operating segment. Net sales of $6.2 billion for the nine months ended September …
•The decrease in services net sales was primarily due to a decrease in certain fees from cloud solution offerings associated with partner program changes. A decline in sales of Insight Delivered services also contributed to the year to year decrease in services net sales.
•The increase in hardware net sales was primarily due to higher volume of sales to commercial clients due to higher demand. This reflects an increase in both devices and infrastructure net sales.
Net sales in North America decreased 6%, or $343.5 million, for the nine months ended September 30, 2025, compared to the nine months ended September 30, 2024, driven by decreases in software and services net sales. Software and services net sales decreased by 27% and 5%, respectively, year to year.
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-05-07
•the risks associated with our international operations, including our expansion into the Middle East;
•our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;
相对上期删除的文字 · 来源:10-Q · 2025-10-30
•our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-05-07
•the risks associated with our international operations, including our expansion into the Middle East;
•our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;
相对上期删除的文字 · 来源:10-Q · 2025-10-30
•our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;
法律诉讼
相对上期新增的文字 · 来源:10-Q · 2026-05-07
•the risks associated with our international operations, including our expansion into the Middle East;
•our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;
相对上期删除的文字 · 来源:10-Q · 2025-10-30
•our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-05-07
•the risks associated with our international operations, including our expansion into the Middle East;
•our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;
相对上期删除的文字 · 来源:10-Q · 2025-10-30
•our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-07
•the risks associated with our international operations, including our expansion into the Middle East;
•our dependence on certain key personnel, our ability to attract, train and retain skilled teammates and our ability to manage the business during the transition of our new Chief Executive Officer;
相对上期删除的文字 · 来源:10-Q · 2025-10-30
•our dependence on certain key personnel and our ability to attract, train and retain skilled teammates;
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