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为好奇的投资者而做。

首页/OEC/申报文件变化

OEC 最新10-Q变化

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

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+60−48~1264
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
法律诉讼无段落级文字变化0002
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00~10

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 · 2026-08-05

  • This section should be read in conjunction with the discussion under Drivers of Demand, in Part 1, Item 1. Business in our Annual Report in Form 10-K for the year ended December 31, 2025, for drivers and factors that are likely to have an impact on our operating results. For segment drivers, refer t…
  • For the three months ended June 30, 2026 compared to three months ended June 30, 2025
  • Net sales for the three months ended June 30, 2026 increased by $34.5 million, or 7%, year over year to $500.9 million, primarily due to a 9% favorable pass-through effect of higher year-over-year oil prices driven by the conflict in the Middle East and 2% favorable foreign exchange rate impact due …
  • Cost of sales for the three months ended June 30, 2026 increased by $39.9 million, or 11%, year over year to $407.9 million, mainly due to
  • feedstocks linked to higher oil costs driven by the Middle East conflict.

相对上期删除的文字 · 来源:10-Q · 2026-05-06

  • Income (loss) before earnings in affiliated companies and income taxes (3.3)17.5(20.8)(118.9)
  • Earnings in affiliated companies, net of tax0.10.5(0.4)(80.0)
  • Total other comprehensive income, net of tax5.2 1.0 4.2 420.0
  • For the three months ended March 31, 2026 compared to three months ended March 31, 2025
  • Volume for the three months ended March 31, 2026 increased by 4.8 kmt, year over year, to 256.5 kmt, primarily due to higher demand in Europe, Middle East and Africa (“EMEA”) and Asia Pacific (“APAC”) regions in both segments, partially offset by lower demand in the Americas.

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

OEC 更多分析

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