TBCH 最新10-Q变化
将 TBCH 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 · 2026-05-07 与上一份 10-Q · 2025-11-06
| 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 | +34 | −41 | ~8 | 14 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 3 |
| 法律诉讼 | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 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 | +3 | −1 | 0 | 0 |
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):市场风险(第3项)
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 · 2026-05-07
Beginning in 2025, the U.S. implemented a broad-based tariff framework applicable to most imports, with higher country- and product-specific rates imposed on certain trading partners, including Mexico, Germany, and China among others. Certain foreign jurisdictions also announced reciprocal measures…
Act (“IEEPA”) were unconstitutional. Following this decision, the U.S. Court of International Trade ordered U.S. Customs and Border Protection (“CBP”) to establish a process for issuing refunds related to these tariffs.
On April 20, 2026, CBP launched an online portal for the submission of IEEPA-related tariff refund requests. Submitted claims will be reviewed by CBP to determine eligibility prior to the issuance of any refunds. In response to the Supreme Court’s ruling, the U.S. implemented a new 10% tariff on all…
Net revenue for the three months ended March 31, 2026 was $42.2 million, a $21.7 million decrease from $63.9 million for the three months ended March 31, 2025, reflecting softer market demand for gaming accessories driven primarily by macroeconomic challenges affecting consumer spending.
For the three months ended March 31, 2026, gross margin decreased to 26.8% from 36.6% in the comparable prior year period primarily due to decline in net revenues relative to cost of goods sold. During the three months ended March 31, 2026, gross margin was adversely affected compared with the prior…
相对上期删除的文字 · 来源:10-Q · 2025-11-06
Net revenue for the three months ended September 30, 2025 was $80.5 million, a $13.9 million decrease from $94.4 million driven by a significant reduction in market demand for computer gaming accessories.
For the three months ended September 30, 2025, gross margin increased to 37.4% from 36.2% in the comparable prior year period primarily due to the unfavorable impact of fair value step-up adjustment in the prior period relating to the PDP acquisition, partially offset by higher tariffs in 2025.
Comparison of the Nine Months Ended September 30, 2025 to the Nine Months Ended September 30, 2024
Net revenue for the nine months ended September 30, 2025 was $201.1 million, a $25.6 million decrease from $226.7 million, due to a significant reduction in market demand for computer gaming accessories.
For the nine months ended September 30, 2025, gross margin increased to 35.6% from 33.1% in the comparable prior year period primarily due to the unfavorable impact of fair value step-up adjustment in the prior period relating to the PDP acquisition, partially offset by higher tariffs in 2025.
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-05-07
On March 17, 2026, Andrew Wolfe, a member of the Board, entered into a Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) under the Exchange Act (such arrangement, a “10b5-1 Plan”). Mr. Wolfe’s 10b5-1 Plan provides for the potential sale of up to 24…
On March 23, 2026, Katherine Scherping, a member of the Board, entered into a 10b5-1 Plan. Ms. Scherping’s 10b5-1 Plan provides for the potential sale of up to 13,465 shares of common stock in amounts and prices set forth in the plan. Ms. Scherping’s 10b5-1 Plan terminates on March 23, 2027, or date…
Except as described above, none of our other directors or executive officers adopted or terminated a 10b5-1 Plan, or a "non-Rule 10b5-1 trading arrangement" (as each term is defined in Item 408(a) of Regulation S-K) during the three months ended March 31, 2026.
相对上期删除的文字 · 来源:10-Q · 2025-11-06
None of our directors or executive officers adopted or terminated a “Rule 10b5-1 trading arrangement”, or a “non-Rule 10b5-1 trading arrangement” (as each term is defined in Item 408(a) of Regulation S-K) during the three months ended September 30, 2025.
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