Free-cash-flow margin moved 738 bp lower
Free-cash-flow margin changed -738 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
32.34%→24.96%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →GGG financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Revenue increased 7.9%
Revenue changed +7.9% from the comparable as-filed period.
$543.4M→$586.4M2 prior comparisons
Operating income decreased 10.1%
Operating income changed -10.1% from the comparable as-filed period.
$164.7M→$148.1M2 prior comparisons
Operating cash-flow margin moved 475 bp lower
Operating cash-flow margin changed -475 basis points from the comparable as-filed period.
32.97%→28.22%2 prior comparisons
Operating cash flow decreased 7.6%
Operating cash flow changed -7.6% from the comparable as-filed period.
$179.2M→$165.5M2 prior comparisons
Net income decreased 11.7%
Net income changed -11.7% from the comparable as-filed period.
$137.6M→$121.6M2 prior comparisons
Current liabilities increased 12.0%
Current liabilities changed +12.0% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$467.8M→$524.1M4 prior comparisons
Cost of revenue increased 14.2%
Cost of revenue changed +14.2% from the comparable as-filed period.
$254.1M→$290.2M2 prior comparisons
Inventory / revenue moved 55 bp higher
Inventory / revenue changed +55 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
78.55%→79.10%2 prior comparisons
SBC / revenue moved 9 bp lower
SBC / revenue changed -9 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
1.45%→1.36%2 prior comparisons
Total assets increased 0.9%
Total assets changed +0.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$3.2B→$3.3B4 prior comparisons
Gross profit increased 2.4%
Gross profit changed +2.4% from the comparable as-filed period.
$289.2M→$296.2M2 prior comparisons
Research & development increased 1.7%
Research & development changed +1.7% from the comparable as-filed period.
$20.3M→$20.6M2 prior comparisons
Stock-based compensation increased 1.1%
Stock-based compensation changed +1.1% from the comparable as-filed period.
$7.9M→$8.0M2 prior comparisons
Operating cash flow / net income increased 4.6%
Operating cash flow / net income changed +4.6% from the comparable as-filed period.
1.3→1.362 prior comparisons
R&D / revenue moved 22 bp lower
R&D / revenue changed -22 basis points from the comparable as-filed period.
3.73%→3.51%2 prior comparisons
Operating income increased 11.2%
Operating income changed +11.2% from the comparable as-filed period.
$157.5M→$175.1M2 prior comparisons
Gross margin moved 129 bp higher
Gross margin changed +129 basis points from the comparable as-filed period.
52.38%→53.67%2 prior comparisons
Net income increased 13.6%
Net income changed +13.6% from the comparable as-filed period.
$127.6M→$144.9M2 prior comparisons
Revenue increased 3.3%
Revenue changed +3.3% from the comparable as-filed period.
$571.8M→$590.6M2 prior comparisons
Stock-based compensation decreased 13.2%
Stock-based compensation changed -13.2% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$9.2M→$8.0M3 prior comparisons
Capex / revenue moved 65 bp lower
Capex / revenue changed -65 basis points from the comparable as-filed period.
3.43%→2.77%2 prior comparisons
Total assets increased 2.8%
Total assets changed +2.8% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$3.0B→$3.1B4 prior comparisons
Operating cash flow decreased 2.7%
Operating cash flow changed -2.7% from the comparable as-filed period.
$182.7M→$177.7M3 prior comparisons
Free-cash-flow margin moved 120 bp lower
Free-cash-flow margin changed -120 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
28.52%→27.32%2 prior comparisons
Free-cash-flow proxy decreased 1.1%
Free-cash-flow proxy changed -1.1% from the comparable as-filed period.
$163.1M→$161.3M3 prior comparisons
Working capital decreased 7.7%
Working capital changed -7.7% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$992.1M→$915.2M4 prior comparisons
SBC / revenue moved 26 bp lower
SBC / revenue changed -26 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
1.62%→1.36%2 prior comparisons
Operating cash-flow margin moved 186 bp lower
Operating cash-flow margin changed -186 basis points from the comparable as-filed period.
31.95%→30.09%2 prior comparisons
Capital expenditure decreased 16.4%
Capital expenditure changed -16.4% from the comparable as-filed period.
$19.6M→$16.4M3 prior comparisons
Cash & equivalents decreased 5.1%
Cash & equivalents changed -5.1% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$534.9M→$507.6M4 prior comparisons
Operating cash flow / net income decreased 14.3%
Operating cash flow / net income changed -14.3% from the comparable as-filed period.
1.43→1.232 prior comparisons
Inventory decreased 2.3%
Inventory changed -2.3% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$403.2M→$393.7M4 prior comparisons
Gross profit increased 5.8%
Gross profit changed +5.8% from the comparable as-filed period.
$299.5M→$316.9M2 prior comparisons
Research & development decreased 4.4%
Research & development changed -4.4% from the comparable as-filed period.
$20.7M→$19.8M2 prior comparisons
Current assets decreased 0.4%
Current assets changed -0.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$1.4B→$1.4B4 prior comparisons
R&D / revenue moved 27 bp lower
R&D / revenue changed -27 basis points from the comparable as-filed period.
3.63%→3.36%2 prior comparisons
Cost of revenue increased 0.5%
Cost of revenue changed +0.5% from the comparable as-filed period.
$272.3M→$273.6M2 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.