PLXS 最新10-Q变化
将 PLXS 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 · 2026-02-05
| 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 | +40 | −24 | ~28 | 23 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | −1 | ~3 | 3 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 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 | +1 | −1 | 0 | 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。
未列出(无法可靠提取或缺失):法律诉讼
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
Net sales. For the three months ended April 4, 2026, net sales increased $183.6 million, or 18.7%, as compared to the three months ended March 29, 2025. For the six months ended April 4, 2026, net sales increased $277.3 million, or 14.2%, as compared to the six months ended March 29, 2025.
During the six months ended April 4, 2026, net sales in the APAC segment increased $69.5 million, or 5.8%, as compared to the six months ended March 29, 2025. The increase in net sales was driven by overall net increased customer end-market demand and an increase of $27.7 million due to production r…
EMEA. Net sales for the three months ended April 4, 2026 in the EMEA segment increased $13.2 million, or 12.9%, as compared to the three months ended March 29, 2025. The increase in net sales was driven by overall net increased customer end-market demand.
During the six months ended April 4, 2026, net sales in the EMEA segment increased $30.2 million, or 14.8%, as compared to the six months ended March 29, 2025. The increase in net sales was driven by an increase of $17.3 million due to production ramps of new products for existing customers and over…
During the six months ended April 4, 2026, net sales in the Aerospace/Defense sector increased $57.9 million, or 17.4%, as compared to the six months ended March 29, 2025. The increase in net sales was driven by an increase of $62.8 million in production ramps of new products for existing customers …
相对上期删除的文字 · 来源:10-Q · 2026-02-05
Net sales. For the three months ended January 3, 2026, net sales increased $93.8 million, or 9.6%, as compared to the three months ended December 28, 2024.
Healthcare/Life Sciences. Net sales for the three months ended January 3, 2026 in the Healthcare/Life Sciences sector increased $91.9 million, or 24.6%, as compared to the three months ended December 28, 2024. The increase in net sales was driven by an increase of $53.9 million in production ramps o…
Industrial. Net sales for the three months ended January 3, 2026 in the Industrial sector decreased $16.4 million, or 3.7%, as compared to the three months ended December 28, 2024. The decrease in net sales was driven by a decrease of $10.3 million due to a disengagement with a customer and overall …
Cost of sales. Cost of sales for the three months ended January 3, 2026 increased $88.3 million, or 10.1%, as compared to the three months ended December 28, 2024. Cost of sales is comprised primarily of material and component costs, labor costs and overhead. For each of the three months ended Janua…
As compared to the three months ended December 28, 2024, the increase in cost of sales in the three months ended January 3, 2026 was primarily driven by an increase in net sales and an increase in fixed costs.
市场风险(第3项)
相对上期删除的文字 · 来源:10-Q · 2026-02-05
million) to consolidated EBITDA. As of January 3, 2026, the borrowing rate under the Credit Facility was SOFR plus 1.00%. Borrowings under the 2018 NPA are based on a fixed interest rate, thus mitigating much of our interest rate risk. Based on our overall interest rate exposure, as of January 3, 20…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-07
(c) During the second quarter of fiscal 2026, Karen M. Rapp, a member of Plexus' board of directors, adopted a Rule 10b5-1 trading arrangement on February 2, 2026. This arrangement is intended to satisfy the affirmative defense of Rule 10b5-1(c) for the sale of up to 4,000 shares of the Company's co…
相对上期删除的文字 · 来源:10-Q · 2026-02-05
(c) During the first quarter of fiscal 2026, none of our directors or Section 16 officers adopted or terminated a "Rule 10b5-1 trading arrangement" or "non-Rule 10b5-1 trading arrangement" (as each term is defined in Item 408(a) of Regulation S-K), except that on November 20, 2025, Todd Kelsey, the …
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