QS 最新10-Q变化
将 QS 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 · 2026-10-23 与上一份 10-Q · 2026-07-24
| 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 | +8 | −7 | ~15 | 38 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 部分风险因素更新 | +2 | −1 | ~25 | 252 |
| 其他信息 | 文字有新增/删除 | +3 | −6 | ~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 · 2026-10-23
The decrease in research and development expense in the three months ended September 30, 2026 compared to the three months ended September 30, 2025 primarily resulted from a decrease of $6.8 million in impairment loss, a decrease of $6.8 million in non-cash stock-based compensation expense including…
The decrease in research and development expense in the nine months ended September 30, 2026 compared to the nine months ended September 30, 2025 primarily resulted from a decrease of $19.8 million in impairment loss, a decrease of $12.1 million in non-cash stock-based compensation expense including…
The decrease in general and administrative expenses in the three months ended September 30, 2026 compared to the three months ended September 30, 2025 primarily resulted from a decrease of $6.1 million in non-cash stock-based compensation expense including the reversal of previously recognized expen…
Interest expense remained consistent for the three and nine months ended September 30, 2026 compared to the three and nine months ended September 30, 2025.
The decrease in interest income during the three and nine months ended September 30, 2026 compared to the three and nine months ended September 30, 2025 was mainly due to the decrease in interest rates.
相对上期删除的文字 · 来源:10-Q · 2026-07-24
The decrease in research and development expense in the three months ended June 30, 2026 compared to the three months ended June 30, 2025 primarily resulted from a decrease of $13.6 million in impairment loss, a decrease of $5.6 million in depreciation and amortization and a decrease of $2.1 million…
The decrease in research and development expense in the six months ended June 30, 2026 compared to the six months ended June 30, 2025 primarily resulted from a decrease of $13.0 million in impairment loss, a decrease of $8.3 million in depreciation and amortization, a decrease of $5.2 million in non…
The increase in general and administrative expenses in the three months ended June 30, 2026 compared to the three months ended June 30, 2025 primarily resulted from an increase of $0.9 million in professional service fees and office administration costs.
The decrease in interest income during the three and six months ended June 30, 2026 compared to the three and six months ended June 30, 2025 was mainly due to the decrease in interest rates.
Other income (expense) for the three and six months ended June 30, 2026 and the three and six months ended June 30, 2025, respectively, are not material individually or in aggregate.
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-10-23
We and PowerCo have amended the PowerCo Collaboration Agreement in July 2025 and July 2026, including to amend the terms of the PowerCo IP License Agreement to provide PowerCo the right to produce up to an additional 5 GWh of QS battery cell technology based on QSE-5 annually, including for customer…
our ability to manage our expansion into new markets and other industries;
相对上期删除的文字 · 来源:10-Q · 2026-07-24
In July 2025, we entered into the PowerCo Amendment and a statement of work outlining the scope and responsibilities of the joint scale-up team. As part of the PowerCo Amendment, the terms of the PowerCo IP License Agreement have been amended to provide PowerCo the right to produce up to an addition…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-10-23
We are providing the following disclosures in lieu of filing a Current Report on Form 8-K relating to Item 1.01 (Entry into a Material Definitive Agreement):
On October 21, 2026, we and PowerCo SE (“PowerCo”), a battery cell company wholly owned by the Volkswagen Group, a major investor in the Company, entered into an amendment (the “Amendment”) to the PowerCo Collaboration Agreement to, among other things, remove transition payments due from PowerCo in …
The foregoing description of the Amendment does not purport to be complete and is qualified in its entirety by reference to the full text of the Amendment attached hereto as Exhibit 10.2.
相对上期删除的文字 · 来源:10-Q · 2026-07-24
On June 10, 2026, Dr. Timothy Holme, our Chief Technology Officer, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 3,381,234 shares of our Class A Common Stock. The trading arrangement is intended to satisfy the affirmative defense in Rule …
On June 5, 2026, Kevin Hettrich, our Chief Financial Officer, adopted a Rule 10b5-1 trading arrangement providing for the sale from time to time of an aggregate of up to 426,000 shares of our Class A Common Stock. The trading arrangement is intended to satisfy the affirmative defense in Rule 10b5-1(…
No other officers or directors, as defined in Rule 16a-1(f), adopted and/or terminated a “Rule 10b5-1 trading arrangement” or a “non-Rule 10b5-1 trading arrangement,” as defined in Regulation S-K Item 408, during the last fiscal quarter.
We are providing the following disclosures in lieu of filing a Current Report on Form 8-K relating to Item 5.02 (Departure of Directors or Certain Officers; Election of Directors; Appointment of Certain Officers; Compensatory Arrangements of Certain Officers):
On July 22, 2026, we and Dr. Timothy Holme, our Chief Technology Officer, agreed to a temporary modified work arrangement for the period from August 2026 through May 2027, after which he will resume his full responsibilities. The arrangement will allow Dr. Holme to spend an extended period with his …
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