TOL 最新10-Q变化
将 TOL 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 · 2026-08-28 与上一份 10-Q · 2026-05-29
| 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 | +50 | −68 | ~18 | 25 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~3 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~1 | 2 |
| 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 | 无段落级文字变化 | 0 | 0 | 0 | 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。
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 · 2026-08-28
In evaluating our performance, we often refer to changes in “mix” as impacting metrics such as average sales price, average delivered price and gross margin. Our business mix consists of both product mix, which includes multiple home types and sizes that are marketed and sold to a broad range of lux…
The following table compares certain items in our Condensed Consolidated Statements of Operations and Comprehensive Income and other supplemental information for the three months and nine months ended July 31, 2026 and 2025 ($ amounts in millions, unless otherwise stated). For more information regar…
(Loss) income from unconsolidated entities(3.1)(1.0)NM15.6 1.7 NM
Note: Due to rounding, amounts may not add. Net contracts signed information presented above is net of all cancellations that occurred in the period. “Net contracts signed - value” includes the value of each binding agreement of sale that was signed in the period, plus the value of all options that …
In the three months ended July 31, 2026, we signed 2,508 net contracts for an aggregate value of $2.52 billion, a 5% increase in units and 4% increase in dollars compared to the prior year period, which was primarily attributable to a 12% year-over-year increase in quarter-end community count. On a …
相对上期删除的文字 · 来源:10-Q · 2026-05-29
In the three months ended April 30, 2026, we signed 2,834 net contracts for an aggregate value of $2.81 billion, a 6.9% increase in units and 7.8% increase in dollars compared to the prior year period, which was attributable in part to a 9% year-over-year increase in community count. On a per-commun…
In the three-month period ended April 30, 2026, we recognized $2.53 billion of revenues, consisting of $2.51 billion of home sales revenues and $18.8 million of land sales and other revenues, and net income of $260.6 million, as compared to $2.74 billion of revenues, consisting of $2.71 billion of h…
In the three-month periods ended April 30, 2026 and 2025, the value of net contracts signed was $2.81 billion (2,834 homes) and $2.60 billion (2,650 homes), respectively.
In the six-month period ended April 30, 2026, we recognized $4.68 billion of revenues, consisting of $4.37 billion of home sales revenues and $309.4 million of land sales and other revenues, and net income of $471.5 million, as compared to $4.60 billion of revenues, consisting of $4.55 billion of ho…
In the six-month periods ended April 30, 2026 and 2025, the value of net contracts signed was $5.19 billion (5,137 homes) and $4.91 billion (4,957 homes), respectively.
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