VICR 最新10-Q变化
将 VICR 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 · 2026-10-26 与上一份 10-Q · 2026-07-29
| 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 | +43 | −46 | ~19 | 11 |
| 市场风险(第3项) | 文字有新增/删除 | +1 | −1 | 0 | 1 |
| 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 | 公司称无重大变化(指向 10-K) | — | — | — | — |
| 其他信息 | 文字有新增/删除 | 0 | 0 | ~2 | 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 · 2026-10-26
Gross margin for the third quarter of 2026 increased $71,167,000, or 112.1%, to $134,680,000, from $63,513,000 for the third quarter of 2025. Gross margin, as a percentage of net revenues and patent litigation settlement, increased to 68.3% for the third quarter of 2026, compared to 57.5% for the th…
Selling, general and administrative expenses were $38,563,000 for the third quarter of 2026, an increase of $15,816,000, or 69.5%, from $22,747,000 for the third quarter of 2025. Selling, general and administrative expenses as a percentage of total net revenues and patent litigation settlement decre…
Increase primarily attributable to legal fees associated with licensing agreements and an increase in legal activity.
Increase primarily attributable to annual compensation adjustments in May 2026 and higher stock-based compensation expense associated with stock options awarded in May 2026.
Increase primarily attributable to an increase in the use of consultants.
相对上期删除的文字 · 来源:10-Q · 2026-07-29
During the second quarter of 2025, the Company received a patent litigation settlement payment of $45,000,000 (as described in more detail in Note 11 to the Condensed Consolidated Financial Statements).
Gross margin for the second quarter of 2026 decreased $9,008,000, or 9.8%, to $83,120,000, from $92,128,000 for the second quarter of 2025. Gross margin, as a percentage of net revenues and patent litigation settlement, decreased to 58.0% for the second quarter of 2026, compared to 65.3% for the sec…
Selling, general and administrative expenses were $27,601,000 for the second quarter of 2026, a decrease of $351,000, or 1.3%, from $27,952,000 for the second quarter of 2025. Selling, general and administrative expenses as a percentage of total net revenues and patent litigation settlement decrease…
Decrease primarily relates to $5,100,000 in legal fees associated with the patent litigation settlement in the second quarter of 2025 offset by an increase in legal activity.
Increase primarily attributable to tax withholdings and employer taxes associated with an increase in stock option exercises, annual compensation adjustments in May 2026 and higher stock-based compensation expense associated with stock options awarded in May 2026.
市场风险(第3项)
相对上期新增的文字 · 来源:10-Q · 2026-10-26
We are exposed to a variety of market risks in the ordinary course of our business, including changes in interest rates affecting the return on our cash and cash equivalents, our short-term investments and fluctuations in foreign currency exchange rates. As our cash and cash equivalents and short-te…
相对上期删除的文字 · 来源:10-Q · 2026-07-29
We are exposed to a variety of market risks in the ordinary course of our business, including changes in interest rates affecting the return on our cash and cash equivalents, our short-term investments and fluctuations in foreign currency exchange rates. As our cash and cash equivalents and short-te…
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