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/OM/申报文件变化

OM 最新10-Q变化

将 OM 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 · 2026-11-04 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+7−7~1523
控制与程序无段落级文字变化0002
法律诉讼无段落级文字变化0001
风险因素部分风险因素更新+2−3~28

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):市场风险(第3项)、其他信息

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 · 2026-11-04

  • Research and development expenses increased for the three and nine months ended September 30, 2026 as compared to the same periods in the prior year. The increase was primarily due to an increase in consulting expense.
  • General and administrative expenses decreased for the three months ended September 30, 2026 as compared to the same period in the prior year. The decrease was primarily driven by a decrease in stock-based compensation expense. The decrease was partially offset by an increase in the allowance for cre…
  • General and administrative expenses increased for the nine months ended September 30, 2026 as compared to the same period in the prior year. The increase was primarily due to an increase in compensation-related expense, higher legal costs related to the stockholder class action and related derivativ…
  • The decrease in interest income and other income, net for the three and nine months ended September 30, 2026 as compared to the same periods in the prior year were driven by a lower average short-term investment balance in 2026.
  • The interest expense for the three and nine months ended September 30, 2026 were relatively consistent with the amounts in the same periods in the prior year.

相对上期删除的文字 · 来源:10-Q · 2026-08-06

  • Research and development expenses for the three and six months ended June 30, 2026 were relatively consistent with the same periods in the prior year due to ongoing expense discipline and working capital management.
  • General and administrative expenses increased for the three and six months ended June 30, 2026 as compared to the same periods in the prior year. The increase was primarily due to an increase in compensation-related and stock-based compensation expenses and higher legal costs related to the stockhol…
  • The decrease in interest income and other income, net for the three and six months ended June 30, 2026 as compared to the same periods in the prior year were driven by a lower average short-term investment balance in 2026.
  • The interest expense for the three and six months ended June 30, 2026 were relatively consistent with the amount in the same periods in the prior year.
  • The loss on extinguishment of term loan of $7.7 million was recognized for the repayment of the SLR Term Loan in 2025, which included final payment and termination fees.

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-11-04

  • For example, in the third quarter of 2026, the FDA conducted another post-market, quality management system inspection of our San Jose, California facility, following prior inspections in 2023 and 2024. At completion of this most recent inspection, the FDA issued a Form FDA-483 identifying certain i…
  • In addition, we are required to conduct costly post-market testing and surveillance to monitor the safety and effectiveness of our products, and we must comply with medical device reporting requirements, including the reporting of adverse events and malfunctions related to our products.

相对上期删除的文字 · 来源:10-Q · 2026-08-06

  • For example, in the third quarter of 2026, the FDA conducted another post-market, quality management system inspection of our San Jose, California facility, following a prior similar inspection in 2023. At completion of this most recent inspection, the FDA issued a Form FDA-483 identifying certain i…
  • suffer and may prevent us from generating revenue. Furthermore, our key component suppliers may not currently be or may not continue to be in compliance with all applicable regulatory requirements which could result in our failure to produce our products on a timely basis and in the required quantit…
  • In addition, we are required to conduct costly post-market testing and surveillance to monitor the safety or effectiveness of our products, and we must comply with medical device reporting requirements, including the reporting of adverse events and malfunctions related to our products.

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

OM 更多分析

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