PLAB 最新10-Q变化
将 PLAB 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 · 2026-09-10 与上一份 10-Q · 2026-06-11
| 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 | +12 | −13 | ~27 | 18 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 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 | 1 |
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 · 2026-09-10
All the following tabular comparisons, unless otherwise indicated, are for the three months ended August 2, 2026, May 3, 2026 and August 3, 2025 and the nine months ended August 2, 2026 and August 3, 2025.
The analysis and tables in this MD&A section may not foot due to rounding.
Revenue in the three months ended August 2, 2026 increased $6.1 million or 2.9% compared with the three months ended May 3, 2026, mainly due to improved business conditions in Taiwan along with the U.S. and South Korea, particularly at the high-end. Revenue increased $5.7 million or 2.7% compared wi…
IC revenue increased by $7.2 million or 4.9% in the three months ended August 2, 2026 compared with the three months ended May 3, 2026, and increased by $6.8 million or 4.6% compared with the three months ended August 3, 2025, as a result of a recovery from previously delayed semiconductor design re…
FPD revenue decreased $1.1 million or 1.7% in the three months ended August 2, 2026 compared with the three months ended May 3, 2026, and decreased $1.2 million or 1.9% compared with the three months ended August 3, 2025 influenced by the timing of consumer electronic launches in emerging markets th…
相对上期删除的文字 · 来源:10-Q · 2026-06-11
All the following tabular comparisons, unless otherwise indicated, are for the three-month and six-month periods ended May 3, 2026 (Q2 FY26), February 1, 2026 (Q1 FY26) and May 4, 2025 (Q2 FY25). The tables in this section may not foot due to rounding.
Quarterly Changes in Revenue by Product Type ($ in millions)
Quarterly Changes in Revenue by Geographic Origin ($ in millions) **
Revenue in Q2 FY26 was $209.9 million, a decrease of 6.7% compared with Q1 FY26, primarily driven by lower demand in our IC business. Compared with Q2 FY25, revenue decreased 0.5%, primarily due to lower revenue in the Asia IC market partially offset by growth in our FPD business.
IC revenue decreased $17.9 million or 10.8% in Q2 FY26 compared with Q1 FY26, and decreased $8.4 million or 5.4% compared with Q2 FY25, primarily due to delayed design releases. For the first six months of FY26, IC revenue increased $3.0 million or 1.0% compared with the first six months of FY25, pr…
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