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为好奇的投资者而做。

首页/REXR/申报文件变化

REXR 最新10-Q变化

将 REXR 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 · 2026-10-27 与上一份 10-Q · 2026-07-28

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+80−80~8584
市场风险(第3项)文字有新增/删除+1−102
控制与程序文字有新增/删除00~32
法律诉讼无段落级文字变化0001
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 · 2026-10-27

  • •the general level of interest rates including elevated U.S. Treasury yields, and their effect on our cost of capital, the terms on which we may refinance our indebtedness and the ability of potential buyers to finance acquisitions of our properties;
  • •risks related to our stock repurchase program, including that repurchases may not be made at the times, prices or amounts anticipated, may reduce our liquidity or may not enhance long-term stockholder value;
  • Our goal is to generate long-term shareholder value by owning and operating competitive, highly functional industrial properties in high-barrier to entry Southern California infill markets. We pursue this objective through (i) a disciplined capital allocation strategy, under which we evaluate dispos…
  • •Net loss attributable to common stockholders was $404.4 million for the nine months ended September 30, 2026, compared to net income attributable to common stockholders of $268.9 million for the prior-year period.
  • •Recognized impairment charges of $703.4 million for the nine months ended September 30, 2026, primarily related to properties sold or identified for potential disposition as part of our ongoing portfolio review.

相对上期删除的文字 · 来源:10-Q · 2026-07-28

  • Our goal is to generate attractive risk-adjusted returns for our stockholders by providing superior access to industrial property investments in high-barrier Southern California infill markets. Our target markets provide us with opportunities to acquire both stabilized properties generating favorabl…
  • Effective April 1, 2026, Laura Clark assumed the role of Chief Executive Officer and John Nahas assumed the role of Chief Operating Officer, as part of the Company’s leadership succession plan announced in November 2025. Howard Schwimmer and Michael Frankel ceased serving as Co‑Chief Executive Offic…
  • •Net loss attributable to common stockholders was $419.0 million for the six months ended June 30, 2026, compared to net income attributable to common stockholders of $181.8 million for the prior-year period.
  • •Recognized impairment charges of $631.6 million for the six months ended June 30, 2026, including $624.8 million recognized during the second quarter of 2026, primarily related to certain properties identified for potential disposition as part of our ongoing portfolio review.
  • •Net operating income (NOI)(1) decreased by 2.0% to $372.2 million for the six months ended June 30, 2026, compared to the prior-year period.

市场风险(第3项)

相对上期新增的文字 · 来源:10-Q · 2026-10-27

  • As of September 30, 2026, we had total consolidated indebtedness, excluding unamortized debt issuance costs and premiums/discounts, of $2.79 billion. As of September 30, 2026, 100.0% of this consolidated indebtedness was fixed-rate debt under the terms of the underlying debt agreements or through th…

相对上期删除的文字 · 来源:10-Q · 2026-07-28

  • As of June 30, 2026, we had total consolidated indebtedness, excluding unamortized debt issuance costs and premiums/discounts, of $3.29 billion. Of this total amount, $3.27 billion, or 99.6%, comprised fixed-rate debt, either under the terms of the underlying debt agreements or through the use of in…

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

REXR 更多分析

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