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首页/SBRA/申报文件变化

SBRA 最新10-Q变化

将 SBRA 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 · 2026-11-02 与上一份 10-Q · 2026-08-03

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+26−21~5437
市场风险(第3项)无段落级文字变化0001
控制与程序文字有新增/删除00~20
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)————

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):其他信息

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 · 2026-11-02

  • Three Months Ended September 30,Increase / (Decrease)Percentage
  • During the three months ended September 30, 2026 and 2025, we recognized a $2.4 million provision for and a $0.2 million recovery of loan losses, respectively, associated with our loans receivable investments.
  • No loss on extinguishment of debt was recognized during the three months ended September 30, 2026. During the three months ended September 30, 2025, we recognized a $1.2 million loss on extinguishment of debt related to $2.9 million in payments made to noteholders for early redemption net of $1.7 mi…
  • During the three months ended September 30, 2026, we recognized $0.3 million of other expense primarily due to transaction expenses related to our SHOP communities. During the three months ended September 30, 2025, we recognized $0.8 million of other expense, including $1.2 million of lease terminat…
  • During the three months ended September 30, 2026, we recognized an aggregate net loss of $8.1 million related to the disposition of seven facilities, including a $17.5 million net loss on sale related to the disposition of four facilities, partially offset by a $9.4 million net gain on sale related …

相对上期删除的文字 · 来源:10-Q · 2026-08-03

  • During the three months ended June 30, 2026, we recognized a $102.4 million provision for loan losses and other reserves primarily associated with the reduced cash repayment of $200.0 million in full satisfaction of the $300.0 million Recovery Centers of America mortgage loan. During the three month…
  • During the three months ended June 30, 2026, we recognized $2.7 million of other expense primarily due to lease termination expense related to one community that was transitioned from our triple-net portfolio to Senior Housing - Managed communities. During the three months ended June 30, 2025, we re…
  • During the three months ended June 30, 2026, we recognized an aggregate net gain of $37.7 million related to the disposition of seven facilities, including a $46.1 million gain on sale related to the disposition of three facilities, partially offset by an $8.4 million net loss on sale related to the…
  • During the three months ended June 30, 2026 and 2025, we recognized $2.2 million and $0.8 million of income from our unconsolidated joint ventures, respectively. The $1.4 million net increase is primarily related to a $0.8 million increase in revenues net of operating expenses primarily due to incre…
  • During the three months ended June 30, 2026 and 2025, we recognized $0.7 million and $0.5 million of income tax expense, respectively. The $0.2 million change is primarily due to higher taxable income.

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

SBRA 更多分析

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