Tickwind
今日机会行情AI 对话
中文
登录注册
Tickwind

读懂每一次跳动,看清市场风向。

  • X英文
  • Telegram
  • 邮件通讯英文

产品

  • 行情
  • 主题专区
  • 全部股票
  • 股票对比
  • 热门股票
  • 机会
  • 新闻
  • 讨论
  • 自选
  • 更新

账户

  • 设置
  • 邮件通讯
  • 媒体与研究者
  • MCP 接入
  • 联系我们
  • 登录
  • 注册
行情主题专区全部股票股票对比热门股票机会新闻讨论自选更新设置邮件通讯媒体与研究者MCP 接入联系我们登录注册

© 2026 Tickwind。非投资建议。

为好奇的投资者而做。

首页/SWIM/申报文件变化

SWIM 最新10-Q变化

将 SWIM 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 · 2026-11-04 与上一份 10-Q · 2026-08-05

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+59−45~2534
市场风险(第3项)文字有新增/删除00~23
控制与程序文字有新增/删除0−1~23
法律诉讼文字有新增/删除00~10
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00~11

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 · 2026-11-04

  • Highlights for the three fiscal quarters ended September 26, 2026
  • •Increase in net sales of 11.4%, or $51.0 million, to $497.0 million for the three fiscal quarters ended September 26, 2026, compared to $446.0 million for the three fiscal quarters ended September 27, 2025.
  • •Decrease in net income of $1.9 million to $16.3 million and representing a 3.3% net income margin for the three fiscal quarters ended September 26, 2026, compared to net income of $18.1 million and representing a 4.1% net income margin for the three fiscal quarters ended September 27, 2025.
  • •Increase in Adjusted EBITDA of $12.7 million to $102.0 million for the three fiscal quarters ended September 26, 2026, compared to $89.4 million for the three fiscal quarters ended September 27, 2025. Adjusted EBITDA margin increased from 20.0% to 20.5%.
  • We delivered strong third quarter and year-to-date results, demonstrating continued success in material conversion and underpinning our expectation that Latham continues to gain share across our product lines. Third quarter net sales increased by 12.5%, including 8.4% organic growth, led by in-groun…

相对上期删除的文字 · 来源:10-Q · 2026-08-05

  • •Increase in net sales of 10.8%, or $30.7 million, to $314.8 million for the two fiscal quarters ended June 27, 2026, compared to $284.1 million for the two fiscal quarters ended June 28, 2025.
  • •Decrease in net income of $5.8 million to a net income of $4.2 million and representing a 1.3% net income margin for the two fiscal quarters ended June 27, 2026, compared to net income of $10.0 million and representing a 3.5% net income margin for the two fiscal quarters ended June 28, 2025.
  • •Increase in Adjusted EBITDA of $5.7 million to $56.8 million for the two fiscal quarters ended June 27, 2026, compared to $51.0 million for the two fiscal quarters ended June 28, 2025. Adjusted EBITDA margin remained flat at 18.0%.
  • Second quarter sales growth was driven by execution of our strategic priorities and supports our expectations of continued share gains across our product lines. Our in-ground pool sales increased 22.5%, or 13.6% organically, led by fiberglass pool sales, which are on track to account for approximate…
  • We continued to gain traction in the Sand States, a key growth market for Latham, where second quarter sales increased at a double-digit rate. As noted last quarter, we are moving ahead with several new initiatives to accelerate our growth in these geographies, which have the potential to drive a st…

控制与程序

相对上期删除的文字 · 来源:10-Q · 2026-08-05

  • financial information, improve data management and provide timely information to its management team. The Company does not believe the changes implemented to date represent a material change in internal control over financial reporting.

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

SWIM 更多分析

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