Operating margin moved 80 bp higher
Operating margin changed +80 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating margin changed +80 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Cost of revenue changed +20.3% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Gross profit changed +20.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Free-cash-flow proxy changed +3.0% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash flow changed +1.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Gross margin changed +3 basis points from the comparable as-filed period.
Receivables / revenue changed +183 basis points from the comparable as-filed period.
Capex / revenue changed -37 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Total assets changed +9.0% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Shares outstanding changed +2.2% from the comparable as-filed period. The change ranks at the 12th percentile of 8 prior comparable changes.
Free-cash-flow margin changed +112 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Working capital changed +9.1% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Selling, general & administrative changed +15.3% from the comparable as-filed period.
Inventory changed -10.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Operating cash-flow margin changed +75 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Current ratio changed -3.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
Capital expenditure changed -7.6% from the comparable as-filed period.
Working capital / assets changed +3 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Free-cash-flow margin changed +1385 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash flow changed +130.6% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
Operating cash-flow margin changed +1508 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Receivables / revenue changed -307 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Cost of revenue changed +17.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Capital expenditure changed +88.1% from the comparable as-filed period.
Capex / revenue changed +123 basis points from the comparable as-filed period.
Working capital / assets changed +99 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
Gross profit changed +15.2% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Gross margin changed -48 basis points from the comparable as-filed period.
SBC / revenue changed -52 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Shares outstanding changed +2.7% from the comparable as-filed period. The change ranks at the 25th percentile of 8 prior comparable changes.
Total assets changed +2.2% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Stock-based compensation changed -6.0% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
Working capital changed +6.3% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Selling, general & administrative changed +7.9% from the comparable as-filed period.
Research & development changed +6.3% from the comparable as-filed period.
R&D / revenue changed -23 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Current ratio changed +0.1% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
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.