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为好奇的投资者而做。

首页/TPL/申报文件变化

TPL 最新10-Q变化

将 TPL 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+37−30~3623
市场风险(第3项)无段落级文字变化0001
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)————

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):其他信息

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

  • support. The Credit Facility remains undrawn, and the Company is in compliance with all covenants under the Credit Facility as of September 30, 2026.
  • As we evaluate our current capital structure, capital allocation priorities, business fundamentals, and investment opportunities, we have set a target cash and cash equivalents balance of approximately $700.0 million. To the extent our cash and cash equivalents balance exceeds this target, we expect…
  • During the nine months ended September 30, 2026, we acquired land for an aggregate purchase price of $122.7 million. The acquisitions included land in Shackelford and Jones Counties, Texas, in connection with our data center and power generation initiative, as well as acquisitions in Winkler and Ree…
  • During the nine months ended September 30, 2026, we entered into an agreement with Chevron U.S.A. Inc., a subsidiary of Chevron Corporation (NYSE: CVX) (“Chevron”), to provide land and brackish water resources for Chevron’s recently announced development known as Project Kilby, involving a large-sca…
  • In addition to the agreement with Chevron, during the nine months ended September 30, 2026, we sold land in Texas for an aggregate sales price of $0.1 million.

相对上期删除的文字 · 来源:10-Q · 2026-08-05

  • As we evaluate our current capital structure, capital allocation priorities, business fundamentals, and investment opportunities, we have set a target cash and cash equivalents balance of approximately $700 million. Above this target, we will seek to deploy the majority of our free cash flow towards…
  • During the six months ended June 30, 2026, we acquired land for an aggregate purchase price of $110.2 million. The acquisitions included land in Shackelford and Jones Counties, Texas, in connection with our data center and power generation initiatives. Additionally, we acquired land in Winkler Count…
  • During the six months ended June 30, 2026, we entered into an agreement with Chevron U.S.A. Inc., a subsidiary of Chevron Corporation (NYSE: CVX) (“Chevron”), to provide land and brackish water resources for Chevron’s recently announced development known as Project Kilby, involving a large-scale pow…
  • During the six months ended June 30, 2026, we entered into an agreement to purchase up to $60.0 million of transferable federal tax credits from an eligible taxpayer for $55.8 million, resulting in an estimated tax benefit of $4.2 million. The purchased credits reduced federal income tax payments ot…
  • Additionally, during the six months ended June 30, 2026, we invested approximately $18.2 million to enhance our water sourcing assets.

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

TPL 更多分析

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