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为好奇的投资者而做。

首页/Z/申报文件变化

Z 最新10-Q变化

将 Z 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+35−20~4968
市场风险(第3项)文字有新增/删除00~36
控制与程序文字有新增/删除00~20
风险因素无段落级文字变化0001
其他信息文字有新增/删除00~10

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):法律诉讼

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

  • Rentals revenue increased by $46 million, or 26%, to $220 million, due to an increase in quarterly revenue per average monthly rentals unique visitor.
  • •Mortgages revenue increased by $17 million, or 32%, to $70 million, driven by an increase in mortgage originations revenue as a result of increased total loan origination volume.
  • •Residential revenue decreased by $16 million, or 4%, to $419 million, due to a decrease in visits driven by weaker demand in the residential real estate market.
  • sustainable cost structure. For additional information regarding our restructuring costs, see Note 14 of our Notes to Condensed Consolidated Financial Statements of this Quarterly Report on Form 10-Q and the subsection below titled “Impairment and Restructuring Costs” under the caption “Results of O…
  • On October 27, 2026, we entered into the Settlement Agreement to resolve all claims against all defendants alleged in the ZO securities class action. The settlement is subject to court approval. For additional information, see Note 11 of our Notes to Condensed Consolidated Financial Statements in th…

相对上期删除的文字 · 来源:10-Q · 2026-08-05

  • •Mortgages revenue increased by $36 million, or 75%, to $84 million, driven by an increase in mortgage originations revenue as a result of increased total loan origination volume.
  • •Residential revenue increased by $31 million, or 7%, to $465 million, due to an increase in residential revenue per visit.
  • Rentals revenue increased by $50 million, or 31%, to $209 million, due to increases in quarterly revenue per average monthly rentals unique visitor and average monthly rentals unique visitors.
  • sustainable cost structure. As a result, the Company currently estimates that it will incur pre-tax restructuring costs totaling approximately $59 million to $64 million related to employee termination costs, of which an estimated $36 million to $38 million are expected to be future cash expenditure…
  • Measuring unique users is important to us because much of our revenue depends in part on our ability to connect home buyers and sellers, renters and individuals with or looking for a mortgage to real estate, rental and mortgage professionals, products and services. Growth in consumer traffic to our …

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

Z 更多分析

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