Operating margin moved 91 bp higher
Operating margin changed +91 basis points from the comparable as-filed period.
11.16%→12.07%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →BOOT financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Working capital increased 19.6%
Working capital changed +19.6% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$554.9M→$663.7M4 prior comparisons
Gross margin moved 77 bp higher
Gross margin changed +77 basis points from the comparable as-filed period.
36.44%→37.21%2 prior comparisons
Total assets increased 17.9%
Total assets changed +17.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$2.3B→$2.7B4 prior comparisons
Current assets increased 16.2%
Current assets changed +16.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$967.3M→$1.1B4 prior comparisons
Inventory increased 14.1%
Inventory changed +14.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$855.1M→$975.3M4 prior comparisons
Gross profit increased 17.6%
Gross profit changed +17.6% from the comparable as-filed period.
$184.1M→$216.5M2 prior comparisons
Inventory / revenue moved 157 bp lower
Inventory / revenue changed -157 basis points from the comparable as-filed period.
169.19%→167.63%2 prior comparisons
Cost of revenue increased 13.7%
Cost of revenue changed +13.7% from the comparable as-filed period.
$321.2M→$365.3M2 prior comparisons
Capex / revenue moved 54 bp lower
Capex / revenue changed -54 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
8.55%→8.01%2 prior comparisons
Current liabilities increased 11.7%
Current liabilities changed +11.7% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$412.4M→$460.7M4 prior comparisons
Free-cash-flow margin moved 231 bp higher
Free-cash-flow margin changed +231 basis points from the comparable as-filed period.
-3.46%→-1.16%2 prior comparisons
Selling, general & administrative increased 14.5%
Selling, general & administrative changed +14.5% from the comparable as-filed period.
$127.7M→$146.2M2 prior comparisons
Trade receivables increased 15.4%
Trade receivables changed +15.4% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$10.1M→$11.7M4 prior comparisons
Operating cash-flow margin moved 177 bp higher
Operating cash-flow margin changed +177 basis points from the comparable as-filed period.
5.09%→6.86%2 prior comparisons
Stock-based compensation increased 15.3%
Stock-based compensation changed +15.3% from the comparable as-filed period.
$4.3M→$5.0M2 prior comparisons
Capital expenditure increased 7.8%
Capital expenditure changed +7.8% from the comparable as-filed period.
$43.2M→$46.6M3 prior comparisons
SBC / revenue moved 0 bp higher
SBC / revenue changed +0 basis points from the comparable as-filed period.
0.85%→0.85%2 prior comparisons
Current ratio increased 4.1%
Current ratio changed +4.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
2.35→2.444 prior comparisons
Working capital / assets moved 36 bp higher
Working capital / assets changed +36 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
24.59%→24.95%4 prior comparisons
Receivables / revenue moved 1 bp higher
Receivables / revenue changed +1 basis points from the comparable as-filed period.
2.00%→2.00%2 prior comparisons
Capex / revenue moved 237 bp higher
Capex / revenue changed +237 basis points from the comparable as-filed period.
6.24%→8.61%2 prior comparisons
Trade receivables increased 244.5%
Trade receivables changed +244.5% from the comparable as-filed period.
$8.5M→$29.4M3 prior comparisons
Capital expenditure increased 62.4%
Capital expenditure changed +62.4% from the comparable as-filed period.
$31.5M→$51.1M2 prior comparisons
Gross margin moved 129 bp higher
Gross margin changed +129 basis points from the comparable as-filed period.
39.13%→40.42%2 prior comparisons
Total assets increased 22.7%
Total assets changed +22.7% from the comparable as-filed period.
$2.1B→$2.6B3 prior comparisons
Current liabilities increased 20.5%
Current liabilities changed +20.5% from the comparable as-filed period.
$358.7M→$432.3M3 prior comparisons
Current assets increased 20.4%
Current assets changed +20.4% from the comparable as-filed period.
$908.7M→$1.1B3 prior comparisons
Working capital increased 20.3%
Working capital changed +20.3% from the comparable as-filed period.
$550.1M→$661.5M3 prior comparisons
Operating cash flow increased 13.5%
Operating cash flow changed +13.5% from the comparable as-filed period.
$73.9M→$83.8M2 prior comparisons
Gross profit increased 21.6%
Gross profit changed +21.6% from the comparable as-filed period.
$197.2M→$239.9M2 prior comparisons
Inventory increased 16.3%
Inventory changed +16.3% from the comparable as-filed period.
$774.1M→$900.0M3 prior comparisons
Receivables / revenue moved 326 bp higher
Receivables / revenue changed +326 basis points from the comparable as-filed period.
1.69%→4.95%2 prior comparisons
Shares outstanding decreased 0.9%
Shares outstanding changed -0.9% from the comparable as-filed period. The change ranks at the 75th percentile of 8 prior comparable changes.
30,555,623→30,284,8448 prior comparisons
Inventory / revenue moved 192 bp lower
Inventory / revenue changed -192 basis points from the comparable as-filed period.
153.56%→151.65%2 prior comparisons
Cost of revenue increased 15.2%
Cost of revenue changed +15.2% from the comparable as-filed period.
$306.8M→$353.6M2 prior comparisons
Free-cash-flow margin moved 289 bp lower
Free-cash-flow margin changed -289 basis points from the comparable as-filed period.
8.41%→5.52%2 prior comparisons
Selling, general & administrative increased 18.1%
Selling, general & administrative changed +18.1% from the comparable as-filed period.
$126.5M→$149.4M2 prior comparisons
Stock-based compensation increased 22.7%
Stock-based compensation changed +22.7% from the comparable as-filed period.
$3.7M→$4.5M2 prior comparisons
Working capital / assets moved 52 bp lower
Working capital / assets changed -52 basis points from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
26.27%→25.75%3 prior comparisons
Current ratio decreased 0.1%
Current ratio changed -0.1% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
2.53→2.533 prior comparisons
SBC / revenue moved 3 bp higher
SBC / revenue changed +3 basis points from the comparable as-filed period.
0.73%→0.76%2 prior comparisons
Operating cash-flow margin moved 52 bp lower
Operating cash-flow margin changed -52 basis points from the comparable as-filed period.
14.65%→14.13%2 prior comparisons
Method Importance combines metric-family relevance, magnitude, issuer-history unusualness, persistence, and financial-statement significance. It is analytical prioritization, not a legal materiality conclusion or investment signal.