TDUP 最新10-Q变化
将 TDUP 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 | +5 | −5 | ~22 | 17 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~2 | 2 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~3 | 1 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 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 | +1 | −1 | ~1 | 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。
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
Revenue increased $29.6 million, or 12.8%, for the nine months ended September 30, 2026 as compared to the same period in 2025. The growth in revenue was mainly driven by a 19.5% increase in Orders, supported by higher engagement from both new and returning buyers, partially offset by higher promoti…
Gross margin was 78.2% for the three months ended September 30, 2026, compared to 79.4% in the same period in 2025, a decrease of 120 basis points, primarily driven by higher labor and packaging costs as a percentage of revenue.
Sales, general, and administrative expenses decreased $1.2 million, or 8.2%, for the three months ended September 30, 2026 as compared to the same period in 2025. The decrease was primarily due to a $0.9 million decrease in personnel-related costs, mainly due to lower bonus and salary expense, a $0.…
Other income, net decreased $0.5 million for the three months ended September 30, 2026 as compared to the same period in 2025, primarily due to higher non-operating expenses.
Net cash provided by operating activities was $11.2 million during the nine months ended September 30, 2026, compared to $12.1 million for the same period in 2025. The $0.9 million decrease in operating cash inflows was primarily due to changes in operating assets and liabilities, which were driven …
相对上期删除的文字 · 来源:10-Q · 2026-08-05
Revenue increased $23.5 million, or 15.8%, for the six months ended June 30, 2026 as compared to the same period in 2025. The growth in revenue was mainly driven by a 20.6% increase in Orders, supported by higher engagement from both new and returning buyers, partially offset by a 2.3% decrease in t…
Gross margin was 79.9% for the three months ended June 30, 2026, compared to 79.5% in the same period in 2025, an increase of 40 basis points. Overall, gross margin remained relatively stable across the periods.
Sales, general, and administrative expenses increased $2.5 million, or 19.0%, for the three months ended June 30, 2026 as compared to the same period in 2025. The increase was primarily due to a $1.5 million increase in personnel-related costs, of which $1.0 million was attributable to stock-based c…
Other income, net remained relatively consistent for the three months ended June 30, 2026 as compared to the same period in 2025.
Net cash provided by operating activities was $9.2 million during the six months ended June 30, 2026, compared to $6.1 million for the same period in 2025. The $3.1 million increase in operating cash inflows was primarily due to a $0.8 million improvement in net loss, adjusted for non-cash items, as…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-11-04
James Reinhart, Chief Executive Officer, terminated a Rule 10b5-1 plan on August 24, 2026. The plan was adopted on December 5, 2025, providing for the sale of up to 803,152 shares of the Company’s Class A common stock until March 8, 2027.
相对上期删除的文字 · 来源:10-Q · 2026-08-05
On June 15, 2026, Chris Homer, our Chief Operating Officer, adopted a Rule 10b5-1 trading arrangement that is intended to satisfy the affirmative defense of Rule 10b5-1(c) of the Exchange Act for the sale of up to 616,728 shares of the Company’s Class A common stock until September 24, 2027.
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