Capex / revenue moved 139 bp higher
Capex / revenue changed +139 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
0.34%→1.73%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →HLI financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating margin moved 70 bp lower
Operating margin changed -70 basis points from the comparable as-filed period.
22.95%→22.25%2 prior comparisons
Free-cash-flow margin moved 1427 bp lower
Free-cash-flow margin changed -1427 basis points from the comparable as-filed period.
48.95%→34.68%2 prior comparisons
Operating cash-flow margin moved 1287 bp lower
Operating cash-flow margin changed -1287 basis points from the comparable as-filed period.
49.29%→36.42%2 prior comparisons
Revenue increased 4.9%
Revenue changed +4.9% from the comparable as-filed period.
$659.5M→$692.0M2 prior comparisons
Gross margin moved 75 bp higher
Gross margin changed +75 basis points from the comparable as-filed period.
33.79%→34.54%0 prior comparisons
Cash & equivalents decreased 9.4%
Cash & equivalents changed -9.4% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$923.6M→$837.0M4 prior comparisons
Operating income increased 1.8%
Operating income changed +1.8% from the comparable as-filed period.
$151.3M→$154.0M2 prior comparisons
Total assets increased 4.8%
Total assets changed +4.8% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$3.8B→$4.0B4 prior comparisons
Operating cash flow / net income decreased 20.5%
Operating cash flow / net income changed -20.5% from the comparable as-filed period.
2.91→2.312 prior comparisons
Net income decreased 2.5%
Net income changed -2.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$111.8M→$109.0M2 prior comparisons
SBC / revenue moved 100 bp lower
SBC / revenue changed -100 basis points from the comparable as-filed period.
7.07%→6.07%2 prior comparisons
Stock-based compensation decreased 9.9%
Stock-based compensation changed -9.9% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$46.6M→$42.0M2 prior comparisons
Gross profit increased 7.3%
Gross profit changed +7.3% from the comparable as-filed period.
$222.8M→$239.0M2 prior comparisons
Capital expenditure decreased 54.5%
Capital expenditure changed -54.5% from the comparable as-filed period.
$13.2M→$6.0M2 prior comparisons
Gross profit decreased 18.0%
Gross profit changed -18.0% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$187.8M→$154.0M2 prior comparisons
Free-cash-flow margin moved 4301 bp lower
Free-cash-flow margin changed -4301 basis points from the comparable as-filed period.
-23.92%→-66.93%2 prior comparisons
Operating cash flow / net income decreased 219.2%
Operating cash flow / net income changed -219.2% from the comparable as-filed period.
-1.35→-4.312 prior comparisons
Operating cash-flow margin moved 4401 bp lower
Operating cash-flow margin changed -4401 basis points from the comparable as-filed period.
-21.74%→-65.75%2 prior comparisons
Cash & equivalents decreased 6.2%
Cash & equivalents changed -6.2% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$793.8M→$745.0M3 prior comparisons
Gross margin moved 88 bp lower
Gross margin changed -88 basis points from the comparable as-filed period.
31.02%→30.14%0 prior comparisons
SBC / revenue moved 183 bp higher
SBC / revenue changed +183 basis points from the comparable as-filed period.
6.97%→8.81%2 prior comparisons
Operating margin moved 43 bp higher
Operating margin changed +43 basis points from the comparable as-filed period.
14.83%→15.26%2 prior comparisons
Capex / revenue moved 100 bp lower
Capex / revenue changed -100 basis points from the comparable as-filed period.
2.18%→1.17%2 prior comparisons
Total assets increased 5.7%
Total assets changed +5.7% from the comparable as-filed period.
$3.5B→$3.7B3 prior comparisons
Stockholders' equity increased 3.5%
Stockholders' equity changed +3.5% from the comparable as-filed period.
$2.2B→$2.3B2 prior comparisons
Stock-based compensation increased 6.6%
Stock-based compensation changed +6.6% from the comparable as-filed period.
$42.2M→$45.0M2 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.