UCTT 最新10-Q变化
将 UCTT 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 · 2026-08-04 与上一份 10-Q · 2026-04-29
| 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 | +29 | −24 | ~22 | 17 |
| 市场风险(第3项) | 文字有新增/删除 | 0 | 0 | ~1 | 0 |
| 控制与程序 | 文字有新增/删除 | 0 | 0 | ~3 | 0 |
| 法律诉讼 | 无段落级文字变化 | 0 | 0 | 0 | 1 |
| 风险因素 | 部分风险因素更新 | 0 | 0 | ~1 | 14 |
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 · 2026-08-04
International as a percentage of total revenues78.0%74.1%77.0%75.2%
Revenues by geographic area are categorized based on the location to which the products were shipped or the location where services were performed.
For the three and six months ended June 26, 2026, U.S. and international revenues increased compared to the same periods in the prior year, primarily reflecting improved conditions in the semiconductor capital equipment market, which drove higher customer demand across multiple regions. Internationa…
Services cost as a percentage of total Services revenues72.6%72.0%72.0%72.0%
Products cost of revenue consists of purchased materials, direct labor and manufacturing overhead.
相对上期删除的文字 · 来源:10-Q · 2026-04-29
Revenues by geographic area are categorized based on the customer’s location to which the products were shipped or services were performed.
For the three months ended March 27, 2026, U.S. and international revenues increased compared to the same period in the prior year, primarily reflecting improved conditions in the semiconductor capital equipment market, which drove higher customer demand across multiple regions.
Products cost as a percentage of total Products revenues86.0 %85.4 %
Cost of Products revenues consists of purchased materials, direct labor and manufacturing overhead. For the three-month period ended March 27, 2026, Cost of Products revenues increased by $10.4 million compared to the same period in the prior year. The increase was primarily driven by higher labor a…
Services Cost of revenues consists of direct labor, overhead, and materials such as chemicals, gases and consumables. For the three-month period ended March 27, 2026, Services Cost of revenues increased by $4.3 million compared to the same period in the prior year. The increase was primarily driven …
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