TWST 最新10-Q变化
将 TWST 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 · 2026-08-03 与上一份 10-Q · 2026-05-04
| 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 | +25 | −18 | ~24 | 26 |
| 市场风险(第3项) | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~2 | 1 |
| 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 | ~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 · 2026-08-03
In June 2026, we established an at-the-market equity offering program (the "ATM Program") under a Sales Agreement with TD Securities (USA) LLC, as sales agent, pursuant to which we may offer and sell shares of
our common stock having an aggregate offering price of up to $200.0 million from time to time. We are under no obligation to sell any shares under the ATM Program. As of June 30, 2026, no shares had been sold and the full $200.0 million of capacity remained available.
•For the three months ended June 30, 2026, gross margin decreased to 52.8% from 53.4% for the same period in the prior year primarily due to customer mix. For the nine months ended June 30, 2026, gross margin increased to 52.1% from 50.5% in the prior year period, primarily due to higher revenues an…
products and services facilitate DNA reading and sequencing workflows. The table below summarizes revenues by the new products:
We historically reported revenues by industrial chemicals/materials, academic research, healthcare, and food/agriculture. Beginning in fiscal 2026, we disclose revenues by therapeutics, diagnostics, industry and applied, academic research and government, and global supply partners. These updated cat…
相对上期删除的文字 · 来源:10-Q · 2026-05-04
•For the three and six months ended March 31, 2026, gross margin increased to 51.6% from 49.6% and to 51.8% from 49.0%, respectively, primarily due to increases in revenues and driving additional cost savings through continuous process improvement initiatives.
We historically reported revenue by industrial chemicals/materials, academic research, healthcare, and food/agriculture. Beginning fiscal 2026, we disclose revenue by therapeutics, diagnostics, industry and applied, academic research and government, and global supply partners revenue. These updated …
The number of customers who purchased products from us was approximately 2,583 and 2,431 customers for the three months ended March 31, 2026 and March 31, 2025, respectively.
Revenues increased 19% to $110.7 million for the three months ended March 31, 2026, as compared to $92.8 million for the three months ended March 31, 2025. The increase in revenues primarily reflects growth in DNA synthesis and protein solutions revenue of 28% and growth in NGS applications revenue …
Research and development expenses decreased 18% to $19.7 million for the three months ended March 31, 2026, as compared to $23.9 million for the three months ended March 31, 2025. The decrease is primarily driven by a $2.0 million decrease in personnel costs, including a $1.4 million decrease in sto…
其他信息
相对上期新增的文字 · 来源:10-Q · 2026-08-03
On May 18, 2026, Patrick Finn, the Company's President and Chief Operating Officer, adopted a 10b5-1 Plan. Mr. Finn's 10b5-1 Plan provides for the potential sale of up to 78,355 shares of the Company’s common stock and will expire on the earlier of May 14, 2027 or the date when all shares under Mr. …
On June 15, 2026, Emily Leproust, the Company's Chief Executive Officer, adopted a 10b5-1 Plan. Ms. Leproust's 10b5-1 Plan provides for the potential sale of up to approximately 624,134 shares of the Company’s common stock and will expire on the earlier of August 10, 2027 or the date when all shares…
Other than as described above, during the three months ended June 30, 2026, none of our directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(a…
相对上期删除的文字 · 来源:10-Q · 2026-05-04
Other than as described above, during the three months ended March 31, 2026, none of our directors or officers (as defined in Rule 16a-1(f) under the Exchange Act) adopted or terminated a “Rule 10b5-1 trading arrangement” or “non-Rule 10b5-1 trading arrangement,” as each term is defined in Item 408(…
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