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为好奇的投资者而做。

首页/REZI/申报文件变化

REZI 最新10-Q变化

将 REZI 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 · 2026-08-12 与上一份 10-Q · 2026-05-12

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+74−49~836
市场风险(第3项)文字有新增/删除00~42
控制与程序文字有新增/删除+10~22
风险因素部分风险因素更新+40~10
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。

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 · 2026-08-12

  • •risks and uncertainties associated with the recently completed ADI Spin-Off, including our ability to realize the anticipated benefits of the ADI Spin-Off, our dependence on transition services and other arrangements with ADIG following the separation, and changes to our capital structure, leverage…
  • We historically managed our business operations through two business segments, Products and Solutions and ADI Global Distribution.
  • Our Products and Solutions segment offerings include temperature and humidity control, water and air solutions, smoke and carbon monoxide detection, home safety products, residential and small business security products, video cameras, other home-related lifestyle convenience solutions, cloud infras…
  • Our ADI Global Distribution segment is a leading, global specialty distributor of professionally installed low-voltage products, including security and AV solutions, serving commercial and residential markets through an omnichannel go-to-market platform. ADI sells primarily to licensed professional …
  • On August 3, 2026, we completed the previously announced separation of our ADI segment through a tax-free spin-off to our shareholders. Resideo stockholders received one share of ADIG common stock for every two shares of Resideo stock outstanding and held as of the July 20, 2026 record date. Followi…

相对上期删除的文字 · 来源:10-Q · 2026-05-12

  • •our ability to spin-off the ADI Global Distribution business, including the timeframe and process for the same and unexpected consequences of the ADI Spin-Off, including loss of customers;
  • We manage our business operations through two business segments, Products and Solutions and ADI Global Distribution.
  • Our Products and Solutions segment offerings include temperature and humidity control, water and air solutions, smoke and carbon monoxide detection home safety products, residential and small business security products, video cameras, other home-related lifestyle convenience solutions, cloud infrast…
  • Our ADI Global Distribution segment is a leading, global specialty distributor of professionally installed low-voltage products, including security and AV solutions, serving commercial and residential markets through an omnichannel go-to-market platform. ADI Global Distribution sells primarily to li…
  • •Gross profit margin of 28.8%, compared to 28.9% in the first quarter of 2025

控制与程序

相对上期新增的文字 · 来源:10-Q · 2026-08-12

  • On August 3, 2026, we completed the previously announced spin-off of our ADI Global Distribution business. The ADI Spin-Off occurred subsequent to the period covered by this Quarterly Report and, therefore, did not affect management’s evaluation of disclosure controls and procedures or changes in in…

风险因素

相对上期新增的文字 · 来源:10-Q · 2026-08-12

  • The spin-off of ADI Global Distribution business will impact Resideo’s financial results and leverage.
  • For the six months ended July 4, 2026 and the year ended December 31, 2025 the ADI business contributed 64% of Resideo’s consolidated revenue. For the six months ended July 4, 2026 and the year ended December 31, 2025 ADI contributed 27% and 28% of Resideo’s consolidated Income from operations, resp…
  • In connection with the ADI Spin-Off, Resideo entered into a series of transaction agreements which will, among other things, govern the provision of critical services between ADIG and Resideo.
  • In connection with the ADI Spin-Off, Resideo and ADIG entered into various transaction agreements that each company will depend on following the ADI Spin-Off, including a separation agreement, transition services agreement, employee matters agreement, tax matters agreement, intellectual property mat…

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

REZI 更多分析

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