ODFL 最新10-Q变化
将 ODFL 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 · 2026-05-06 与上一份 10-Q · 2025-11-06
| 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 | +23 | −23 | ~14 | 46 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 0 |
| 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 | 1 |
| 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 · 2026-05-06
Revenue decreased $40.2 million, or 2.9%, in the first quarter of 2026 as compared to the first quarter of 2025 due to a decrease in volumes that was partially offset by an increase in LTL revenue per hundredweight. LTL tonnage per day decreased 7.7% in the first quarter of 2026 as compared to the f…
Revenue per day increased 7.6% in April 2026 as compared to the same month last year. LTL revenue per hundredweight increased 14.6% as compared to the same month last year. LTL revenue per hundredweight, excluding fuel surcharges, increased 4.7% as compared to the same month last year. LTL tons per …
Salaries, wages and benefits decreased $19.8 million, or 3.0%, in the first quarter of 2026 as compared to the first quarter of 2025 due to a $17.8 million decrease in salaries and wages and a $2.0 million decrease in employee benefit costs.
The decrease in salaries and wages in the first quarter of 2026 as compared to the first quarter of 2025 was primarily due to the 7.1% decrease in our average number of active full-time employees that was partially offset by the annual wage increase provided to employees in September of 2025. Our pr…
and deliver superior service to our customers in the first quarter of 2026. Our platform productivity metrics improved in the first quarter of 2026 compared to the first quarter of 2025, which helped offset the reduction in our linehaul laden load factor and P&D productivity metrics.
相对上期删除的文字 · 来源:10-Q · 2025-11-06
Our revenue decreased $63.7 million, or 4.3%, and $239.9 million, or 5.4%, in the third quarter and first nine months of 2025, respectively, as compared to the same periods of 2024, primarily due to a decrease in volumes. LTL tonnage per day decreased 9.0% and 8.2% in the third quarter and first nin…
The decreases in our volumes were partially offset by increases in our LTL revenue per hundredweight of 4.7% and 3.4% in the third quarter and first nine months of 2025, respectively, as compared to the same periods of 2024. Our LTL revenue per hundredweight, excluding fuel surcharges, also increase…
Revenue per day decreased 6.8% in October 2025 as compared to the same month last year. LTL tons per day decreased 11.7%, due to a 9.8% decrease in LTL shipments per day and a 2.2% decrease in LTL weight per shipment. LTL revenue per hundredweight increased 5.6% as compared to the same month last ye…
Salaries, wages and benefits decreased $18.2 million, or 2.7%, in the third quarter of 2025 as compared to the third quarter of 2024, due to a $17.2 million, or 3.5%, decrease in salaries and wages and a $1.0 million, or 0.5%, decrease in employee benefit costs. Salaries, wages and benefits decrease…
The decrease in salaries and wages in the third quarter and first nine months of 2025, as compared to the same periods of 2024, was primarily due to the decrease of 6.2% and 5.2%, respectively, in our average number of active full-time employees as we balanced our workforce with current shipping tre…
控制与程序
相对上期新增的文字 · 来源:10-Q · 2026-05-06
Effective January 1, 2026, we implemented a new payroll processing system to integrate our human resources information system with payroll processing and to modernize our payroll systems and related processes. As part of the implementation, we updated certain processes and internal controls related …
There were no other changes in our internal control over financial reporting that occurred during the fiscal quarter ended March 31, 2026 that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.
相对上期删除的文字 · 来源:10-Q · 2025-11-06
There were no changes in our internal control over financial reporting that occurred during our last fiscal quarter that have materially affected, or are reasonably likely to materially affect, our internal control over financial reporting.
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