Shares outstanding decreased 1.0%
Shares outstanding changed -1.0% from the comparable as-filed period. The change ranks at the 88th percentile of 8 prior comparable changes.
283,235,653→280,467,7858 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →ECL financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Revenue increased 12.7%
Revenue changed +12.7% from the comparable as-filed period.
$4.2B→$4.7B2 prior comparisons
Free-cash-flow margin moved 313 bp lower
Free-cash-flow margin changed -313 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
12.72%→9.59%2 prior comparisons
Gross margin moved 72 bp lower
Gross margin changed -72 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
44.79%→44.08%2 prior comparisons
Operating margin moved 99 bp lower
Operating margin changed -99 basis points from the comparable as-filed period.
18.25%→17.26%2 prior comparisons
Operating cash-flow margin moved 273 bp lower
Operating cash-flow margin changed -273 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
19.00%→16.27%2 prior comparisons
Debt / revenue moved 6046 bp higher
Debt / revenue changed +6046 basis points from the comparable as-filed period.
193.34%→253.80%2 prior comparisons
Receivables / revenue moved 607 bp higher
Receivables / revenue changed +607 basis points from the comparable as-filed period.
74.77%→80.84%2 prior comparisons
Capital expenditure increased 19.8%
Capital expenditure changed +19.8% from the comparable as-filed period.
$261.6M→$313.4M2 prior comparisons
Operating income increased 6.6%
Operating income changed +6.6% from the comparable as-filed period.
$760.2M→$810.5M2 prior comparisons
Operating cash flow decreased 3.5%
Operating cash flow changed -3.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$791.3M→$763.7M2 prior comparisons
Stock-based compensation increased 21.7%
Stock-based compensation changed +21.7% from the comparable as-filed period.
$33.6M→$40.9M2 prior comparisons
Inventory / revenue moved 74 bp higher
Inventory / revenue changed +74 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
36.85%→37.59%2 prior comparisons
Cost of revenue increased 14.2%
Cost of revenue changed +14.2% from the comparable as-filed period.
$2.3B→$2.6B2 prior comparisons
Capex / revenue moved 39 bp higher
Capex / revenue changed +39 basis points from the comparable as-filed period.
6.28%→6.68%2 prior comparisons
Selling, general & administrative increased 9.1%
Selling, general & administrative changed +9.1% from the comparable as-filed period.
$1.1B→$1.2B2 prior comparisons
Net income decreased 5.8%
Net income changed -5.8% from the comparable as-filed period.
$585.0M→$551.3M2 prior comparisons
SBC / revenue moved 6 bp higher
SBC / revenue changed +6 basis points from the comparable as-filed period.
0.81%→0.87%2 prior comparisons
Operating cash flow / net income increased 2.4%
Operating cash flow / net income changed +2.4% from the comparable as-filed period.
1.35→1.392 prior comparisons
Current assets decreased 0.1%
Current assets changed -0.1% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$7.1B→$7.1B4 prior comparisons
Gross margin moved 71 bp lower
Gross margin changed -71 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
44.78%→44.07%2 prior comparisons
Revenue increased 9.7%
Revenue changed +9.7% from the comparable as-filed period.
$4.0B→$4.4B2 prior comparisons
Inventory / revenue moved 176 bp lower
Inventory / revenue changed -176 basis points from the comparable as-filed period.
38.99%→37.23%2 prior comparisons
Debt / revenue moved 8275 bp higher
Debt / revenue changed +8275 basis points from the comparable as-filed period.
186.88%→269.63%2 prior comparisons
Operating margin moved 48 bp lower
Operating margin changed -48 basis points from the comparable as-filed period.
17.64%→17.16%2 prior comparisons
Operating income increased 6.7%
Operating income changed +6.7% from the comparable as-filed period.
$710.1M→$757.9M2 prior comparisons
Trade receivables increased 12.9%
Trade receivables changed +12.9% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$3.1B→$3.5B4 prior comparisons
Operating cash flow increased 3.9%
Operating cash flow changed +3.9% from the comparable as-filed period.
$701.8M→$729.5M3 prior comparisons
Receivables / revenue moved 220 bp higher
Receivables / revenue changed +220 basis points from the comparable as-filed period.
75.99%→78.20%2 prior comparisons
Cost of revenue increased 11.1%
Cost of revenue changed +11.1% from the comparable as-filed period.
$2.2B→$2.5B2 prior comparisons
Capex / revenue moved 5 bp higher
Capex / revenue changed +5 basis points from the comparable as-filed period.
5.38%→5.44%2 prior comparisons
Free-cash-flow margin moved 97 bp lower
Free-cash-flow margin changed -97 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
12.05%→11.08%2 prior comparisons
Free-cash-flow proxy increased 0.9%
Free-cash-flow proxy changed +0.9% from the comparable as-filed period.
$485.1M→$489.4M3 prior comparisons
Operating cash-flow margin moved 91 bp lower
Operating cash-flow margin changed -91 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
17.44%→16.52%2 prior comparisons
Selling, general & administrative increased 6.9%
Selling, general & administrative changed +6.9% from the comparable as-filed period.
$1.1B→$1.1B2 prior comparisons
Capital expenditure increased 10.8%
Capital expenditure changed +10.8% from the comparable as-filed period.
$216.7M→$240.1M3 prior comparisons
Net income increased 2.0%
Net income changed +2.0% from the comparable as-filed period.
$524.2M→$534.9M2 prior comparisons
SBC / revenue moved 5 bp lower
SBC / revenue changed -5 basis points from the comparable as-filed period.
0.84%→0.79%2 prior comparisons
Operating cash flow / net income increased 1.9%
Operating cash flow / net income changed +1.9% from the comparable as-filed period.
1.34→1.362 prior comparisons
Stock-based compensation increased 3.3%
Stock-based compensation changed +3.3% from the comparable as-filed period.
$33.7M→$34.8M3 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.