Tickwind
今日机会行情AI 对话
中文
登录注册
Tickwind

读懂每一次跳动,看清市场风向。

  • X英文
  • Telegram
  • 邮件通讯英文

产品

  • 行情
  • 主题专区
  • 全部股票
  • 股票对比
  • 热门股票
  • 机会
  • 新闻
  • 讨论
  • 自选
  • 更新

账户

  • 设置
  • 邮件通讯
  • 媒体与研究者
  • MCP 接入
  • 联系我们
  • 登录
  • 注册
行情主题专区全部股票股票对比热门股票机会新闻讨论自选更新设置邮件通讯媒体与研究者MCP 接入联系我们登录注册

© 2026 Tickwind。非投资建议。

为好奇的投资者而做。

首页/WAB/申报文件变化

WAB 最新10-Q变化

将 WAB 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 · 2026-10-21 与上一份 10-Q · 2026-07-22

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+9−11~4155
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)————
其他信息文字有新增/删除+1−200

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):市场风险(第3项)

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 · 2026-10-21

  • Total multi-year backlog increased $4.0 billion during the first nine months of 2026 to a record $31.4 billion at September 30, 2026. Significant Freight orders during the first nine months of 2026 included international orders spanning new locomotives, components, digital solutions, and multi-year …
  • Other income (expense), net increased $13 million for the three months ended September 30, 2026 compared to the same period in 2025, primarily due to foreign exchange gains in the current period.
  • The effective income tax rate of 26.3% for the three months ended September 30, 2026 was mostly flat compared to 26.4% for the three months ended September 30, 2025.
  • Freight Segment organic sales increased by $102 million, or 4.9%, driven primarily by Services sales from higher deliveries of locomotive modernizations and higher core services sales, Components sales from strong industrial, maintenance of way, and international demand, partially offset by lower No…
  • Freight Segment Operating expenses increased by $10 million, and Operating expenses as a percentage of Net sales decreased 0.5 percentage points. Freight Segment SG&A expenses decreased $3 million for the three months ended September 30, 2026. The decrease is primarily due to lower employee compensa…

相对上期删除的文字 · 来源:10-Q · 2026-07-22

  • Total multi-year backlog increased $3.5 billion during the first six months of 2026 to a record $30.9 billion at June 30, 2026. Significant Freight orders included a multi-year, multi-billion-dollar mining contract for drive systems and aftermarket parts, a $1.0 billion Australian order spanning acr…
  • Other (expense) income, net decreased $26 million for the three months ended June 30, 2026 compared to the same period in 2025, primarily due to the nonrecurrence of a $32 million net gain on mark-to-market derivatives in the prior period associated with the acquisitions of Dellner Couplers and Frau…
  • The effective income tax rate was 23.4% and 24.8% for the three months ended June 30, 2026 and 2025, respectively. The year over year decrease in the effective rate was primarily driven by prior period audit settlements.
  • Freight Segment organic sales increased by $158 million, or 8.2%, driven primarily by Equipment sales from higher North American and international locomotive deliveries and higher mining sales, partially offset by decreased Services sales from lower deliveries of locomotive modernizations. Acquisiti…
  • Freight Segment Operating expenses increased by $68 million, and Operating expenses as a percentage of Net sales increased 0.9 percentage points. The increase in Freight Segment Operating expenses is primarily driven by incremental expense from acquisitions and higher employee compensation and benef…

其他信息

相对上期新增的文字 · 来源:10-Q · 2026-10-21

  • None of Wabtec's Directors or Officers have adopted, terminated, or materially modified any trading plans, whether or not the plan was intended to qualify for the affirmative defense under Rule 10b5-1, during the third quarter ended September 30, 2026.

相对上期删除的文字 · 来源:10-Q · 2026-07-22

  • On May 18, 2026, Rafael Santana, Wabtec's Chairman and Chief Executive Officer, entered into a stock trading plan (the "Plan") designed to comply with Rule 10b5-1(c) under the Securities Exchange Act of 1934, as amended. Under the terms of the plan, up to 13,053 shares jointly owned by Mr. Santana a…
  • Other than with respect to Mr. Santana's Plan, none of Wabtec's Directors or Officers have adopted, terminated, or materially modified any trading plans, whether or not the plan was intended to qualify for the affirmative defense under Rule 10b5-1, during the second quarter ended June 30, 2026.

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

WAB 更多分析

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