STX 最新10-Q变化
将 STX 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 · 2026-04-29 与上一份 10-Q · 2026-01-30
| 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 | +13 | −12 | ~35 | 20 |
| 市场风险(第3项) | 文字有新增/删除 | +2 | −2 | ~4 | 7 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 0 |
| 风险因素 | 部分风险因素更新 | +1 | 0 | ~6 | 213 |
| 其他信息 | 文字有新增/删除 | +4 | −2 | ~1 | 2 |
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 · 2026-04-29
Gross margin for the three and nine months ended April 3, 2026 increased by 12 percentage points and 9 percentage points from the three and nine months ended March 28, 2025, respectively, primarily driven by pricing actions undertaken by the Company, favorable volume and product mix, and $10 million…
Warranty cost related to new shipments was 1.0%, 0.9% and 0.7% of revenue for the March 2026 quarter, December 2025 quarter and March 2025 quarter, respectively.
Product development expense. Product development expenses increased by $7 million in the March 2026 quarter compared to the December 2025 quarter, primarily due to a $3 million increase in material expenses and a $2 million increase in compensation and other employee benefits.
Product development expenses increased by $14 million in the March 2026 quarter compared to the March 2025 quarter, primarily due to an $8 million increase in outside services costs and a $3 million increase in facilities costs.
Legal settlement. We recorded a charge of $105 million in the March 2026 quarter related to a litigation matter. Refer to “Item 1. Financial Statements—Note 11. Legal, Environmental and Other Contingencies” for more details.
相对上期删除的文字 · 来源:10-Q · 2026-01-30
Gross margin for the December 2025 quarter increased by 7 percentage points compared to the December 2024 quarter primarily driven by pricing actions undertaken by the Company and favorable volume and product mix.
Gross margin for the six months ended January 2, 2026 increased by 7 percentage points compared to the six months ended December 27, 2024 primarily driven by pricing actions undertaken by the Company and favorable volume and product mix.
Warranty cost related to new shipments was 0.9%, 0.8% and 0.7% of revenue for the December 2025 quarter, September 2025 quarter and December 2024 quarter, respectively.
Product Development Expense. Product development expenses remained relatively flat in the December 2025 quarter compared to the September 2025 quarter and the December 2024 quarter, respectively.
Restructuring and other, net. We recorded $3 million of restructuring charges in the December 2025 quarter, primarily related to employee related termination benefits.
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-04-29
Commodity Price Risk. We have commodity price risk which could have an impact on our financial results because of changes in the prices of precious metals used in manufacturing our products. From time to time, we may use commodity forward contracts to manage exposure related to certain precious meta…
Other Market Risks. We have exposure to counterparty credit downgrades in the form of credit risk related to our foreign currency forward exchange contracts, our commodity forward contracts and our fixed income portfolio. We monitor and limit our credit exposure for our foreign currency forward exch…
相对上期删除的文字 · 来源:10-Q · 2026-01-30
Other Market Risks. We have exposure to counterparty credit downgrades in the form of credit risk related to our foreign currency forward exchange contracts and our fixed income portfolio. We monitor and limit our credit exposure for our foreign currency forward exchange contracts by performing ongo…
Changes in our corporate issuer credit ratings have minimal impact on our near-term financial results, but downgrades may negatively impact our future ability to raise capital, our ability to execute transactions with various counterparties, and may increase the cost of such capital.
风险因素
相对上期新增的文字 · 来源:10-Q · 2026-04-29
Armed conflicts and geopolitical tensions may also result in sanctions, export restrictions, tariffs or other trade restrictions, limit or restrict our ability to access certain markets and disrupt key logistics networks, including air and ocean freight travel routes. These developments have increas…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-04-29
James C. Lee Executive Vice President, Chief Legal Officer and Corporate Secretary January 29, 2026January 29, 202719,958
Dr. John C. MorrisExecutive Vice President and Chief Technology OfficerJanuary 29, 2026May 7, 202781,462
Ban Seng TehExecutive Vice President, Global Sales and Sales Operations February 11, 2026February 11, 202754,366
Dr. William D. MosleyBoard Chair and Chief Executive OfficerFebruary 18, 2026April 30, 2027360,000
相对上期删除的文字 · 来源:10-Q · 2026-01-30
Gianluca Romano Executive Vice President and Chief Financial Officer November 26, 2025July 17, 202624,390
2 The reporting of this trading plan was previously omitted due to an administrative oversight.
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