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为好奇的投资者而做。

首页/TCMD/申报文件变化

TCMD 最新10-Q变化

将 TCMD 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 · 2026-08-10

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+9−7~2924
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)————
其他信息文字有新增/删除+17−100

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 · 2026-11-02

  • Gross margin was 77% and 76% in the three months ended September 30, 2026 and 2025, respectively, and 77% and 75% in the nine months ended September 30, 2026 and 2025, respectively.
  • Sales and marketing expenses increased $3.2 million, or 11%, to $33.0 million in the three months ended September 30, 2026, compared to $29.8 million in the three months ended September 30, 2025. The increase was primarily attributable to a $2.9 million increase in personnel-related compensation exp…
  • (including travel and entertainment expenses) and a $0.6 million increase in expenses for meetings and seminars.
  • Sales and marketing expenses increased $10.4 million, or 12%, to $97.8 million in the nine months ended September 30, 2026, compared to $87.4 million in the nine months ended September 30, 2025. The increase was primarily attributable to a $9.7 million increase in personnel-related compensation expe…
  • R&D expenses increased $1.8 million, or 31%, to $7.8 million in the nine months ended September 30, 2026, compared to $6.0 million in the nine months ended September 30, 2025. The increase was primarily attributable to a $0.8 million increase in personnel-related compensation expenses and a $0.7 mil…

相对上期删除的文字 · 来源:10-Q · 2026-08-10

  • Sales and marketing expenses increased $2.0 million, or 7%, to $32.0 million in the three months ended June 30, 2026, compared to $30.0 million in the three months ended June 30, 2025. The increase was primarily attributable to a $2.9 million increase in personnel-related compensation expenses (incl…
  • entertainment expenses) and a $0.2 million increase in expenses for professional services, partially offset by a $1.4 million decrease in expenses related to meetings and seminars.
  • Sales and marketing expenses increased $7.2 million, or 12%, to $64.7 million in the six months ended June 30, 2026, compared to $57.6 million in the six months ended June 30, 2025. The increase was primarily attributable to a $6.8 million increase in personnel-related compensation expenses, a $0.2 …
  • Research and development (“R&D”) expenses increased $0.5 million, or 24%, to $2.5 million in the three months ended June 30, 2026, compared to $2.0 million in the three months ended June 30, 2025. The increase was primarily attributable to a $0.2 million increase in IT-related expenses and a $0.2 mi…
  • Interest income decreased $0.5 million, or 30%, to $1.2 million in the six months ended June 30, 2026, compared to $1.7 million in the six months ended June 30, 2025, primarily due to a lower cash balance in an Institutional Insured Liquid Deposit demand account due to funds being utilized for the L…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-11-02

  • On September 17, 2026, Laura G. King, a member of our Board of Directors, adopted a pre-arranged trading plan that is intended to satisfy the affirmative defense of Rule 10b5-1(c) of the Exchange Act. This plan provides for the sale of up to 6,521 shares of our common stock, plus up to an additional…
  • On September 18, 2026, D. Brent Shafer, a member of our Board of Directors, adopted a pre-arranged trading plan that is intended to satisfy the affirmative defense of Rule 10b5-1(c) of the Exchange Act. This plan provides for the sale of up to 6,521 shares of our common stock in the aggregate and te…
  • Because we are filing this Quarterly Report on Form 10-Q within four business days after the triggering event, we are making the following disclosure under this Item 5 instead of filing a Current Report on Form 8-K under Item 5.02, Departure of Directors or Certain Officers; Election of Directors; A…
  • On November 2, 2026, the Company announced that its Board of Directors has appointed Stephen A. Kiewiet to the office of Chief Operating Officer of the Company, effective November 2, 2026.
  • Prior to joining the Company, Mr. Kiewiet, age 58, served in various executive roles at CCS Medical, a chronic care management organization, including Chief Growth Officer from September 2025 to August 2026, Chief Commercial Officer from January 2024 to September 2025, and Chief Operating Officer fr…

相对上期删除的文字 · 来源:10-Q · 2026-08-10

  • During the quarter ended June 30, 2026, none of our directors or officers (as defined in Rule 16a-1(f) of the Exchange Act) adopted or terminated any contract, instruction or written plan for the purchase or sale of our securities that was intended to satisfy the affirmative defense conditions of Ru…

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

TCMD 更多分析

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