Working capital increased 7.8%
Working capital changed +7.8% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$1.5B→$1.6B4 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →LOGI financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating margin moved 33 bp higher
Operating margin changed +33 basis points from the comparable as-filed period.
16.13%→16.45%2 prior comparisons
Cash & equivalents increased 9.6%
Cash & equivalents changed +9.6% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$1.4B→$1.5B4 prior comparisons
Revenue increased 2.8%
Revenue changed +2.8% from the comparable as-filed period.
$1.2B→$1.2B2 prior comparisons
Free-cash-flow margin moved 569 bp lower
Free-cash-flow margin changed -569 basis points from the comparable as-filed period.
17.90%→12.21%2 prior comparisons
Operating cash-flow margin moved 587 bp lower
Operating cash-flow margin changed -587 basis points from the comparable as-filed period.
19.29%→13.42%2 prior comparisons
Operating cash flow / net income decreased 32.2%
Operating cash flow / net income changed -32.2% from the comparable as-filed period.
1.34→0.912 prior comparisons
Inventory / revenue moved 204 bp higher
Inventory / revenue changed +204 basis points from the comparable as-filed period.
43.65%→45.68%2 prior comparisons
Operating income increased 4.8%
Operating income changed +4.8% from the comparable as-filed period.
$191.3M→$200.6M2 prior comparisons
Current assets increased 8.6%
Current assets changed +8.6% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$2.7B→$3.0B4 prior comparisons
Receivables / revenue moved 224 bp higher
Receivables / revenue changed +224 basis points from the comparable as-filed period.
59.35%→61.59%2 prior comparisons
Current liabilities increased 9.5%
Current liabilities changed +9.5% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$1.3B→$1.4B4 prior comparisons
Total assets increased 5.7%
Total assets changed +5.7% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$3.7B→$3.9B4 prior comparisons
Working capital / assets moved 77 bp higher
Working capital / assets changed +77 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
39.61%→40.38%4 prior comparisons
Capital expenditure decreased 11.1%
Capital expenditure changed -11.1% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$16.6M→$14.7M3 prior comparisons
Net income increased 5.5%
Net income changed +5.5% from the comparable as-filed period.
$170.7M→$180.0M2 prior comparisons
Shares outstanding decreased 3.4%
Shares outstanding changed -3.4% from the comparable as-filed period. The change ranks at the 62th percentile of 8 prior comparable changes.
146,857,663→141,818,5448 prior comparisons
Inventory increased 7.6%
Inventory changed +7.6% 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.
$517.7M→$556.8M4 prior comparisons
Research & development increased 8.7%
Research & development changed +8.7% from the comparable as-filed period.
$76.1M→$82.7M2 prior comparisons
SBC / revenue moved 21 bp lower
SBC / revenue changed -21 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.56%→2.34%2 prior comparisons
Trade receivables increased 6.6%
Trade receivables changed +6.6% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$703.9M→$750.7M4 prior comparisons
Gross profit increased 6.3%
Gross profit changed +6.3% from the comparable as-filed period.
$514.5M→$547.0M2 prior comparisons
Stock-based compensation decreased 5.8%
Stock-based compensation changed -5.8% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$30.3M→$28.5M2 prior comparisons
Capex / revenue moved 19 bp lower
Capex / revenue changed -19 basis points from the comparable as-filed period.
1.40%→1.21%2 prior comparisons
R&D / revenue moved 37 bp higher
R&D / revenue changed +37 basis points from the comparable as-filed period.
6.42%→6.79%2 prior comparisons
Current ratio decreased 0.8%
Current ratio changed -0.8% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
2.15→2.134 prior comparisons
Cash & equivalents increased 17.6%
Cash & equivalents changed +17.6% from the comparable as-filed period.
$1.5B→$1.7B3 prior comparisons
Working capital / assets moved 234 bp higher
Working capital / assets changed +234 basis points from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
41.56%→43.90%3 prior comparisons
Revenue increased 6.9%
Revenue changed +6.9% from the comparable as-filed period.
$1.1B→$1.2B2 prior comparisons
Free-cash-flow margin moved 274 bp higher
Free-cash-flow margin changed +274 basis points from the comparable as-filed period.
9.48%→12.22%2 prior comparisons
Operating cash-flow margin moved 269 bp higher
Operating cash-flow margin changed +269 basis points from the comparable as-filed period.
10.90%→13.58%2 prior comparisons
Current liabilities increased 10.4%
Current liabilities changed +10.4% from the comparable as-filed period.
$1.2B→$1.4B3 prior comparisons
Working capital increased 13.8%
Working capital changed +13.8% from the comparable as-filed period.
$1.6B→$1.8B3 prior comparisons
Current assets increased 12.3%
Current assets changed +12.3% from the comparable as-filed period.
$2.8B→$3.1B3 prior comparisons
Research & development increased 13.5%
Research & development changed +13.5% from the comparable as-filed period.
$74.6M→$84.6M2 prior comparisons
Total assets increased 7.8%
Total assets changed +7.8% from the comparable as-filed period.
$3.7B→$4.0B3 prior comparisons
Stockholders' equity increased 7.5%
Stockholders' equity changed +7.5% from the comparable as-filed period.
$2.2B→$2.4B2 prior comparisons
SBC / revenue moved 45 bp lower
SBC / revenue changed -45 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
2.86%→2.41%2 prior comparisons
Shares outstanding decreased 2.8%
Shares outstanding changed -2.8% from the comparable as-filed period. The change ranks at the 12th percentile of 8 prior comparable changes.
147,296,376→143,188,3328 prior comparisons
Stock-based compensation decreased 9.7%
Stock-based compensation changed -9.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$32.8M→$29.6M2 prior comparisons
Operating cash flow / net income decreased 17.4%
Operating cash flow / net income changed -17.4% from the comparable as-filed period.
0.86→0.712 prior comparisons
Current ratio increased 1.7%
Current ratio changed +1.7% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
2.27→2.313 prior comparisons
Capex / revenue moved 5 bp lower
Capex / revenue changed -5 basis points from the comparable as-filed period.
1.42%→1.37%2 prior comparisons
Trade receivables increased 5.0%
Trade receivables changed +5.0% from the comparable as-filed period.
$636.5M→$668.5M3 prior comparisons
Receivables / revenue moved 99 bp lower
Receivables / revenue changed -99 basis points from the comparable as-filed period.
55.46%→54.47%2 prior comparisons
Capital expenditure increased 3.2%
Capital expenditure changed +3.2% from the comparable as-filed period.
$16.3M→$16.8M2 prior comparisons
R&D / revenue moved 40 bp higher
R&D / revenue changed +40 basis points from the comparable as-filed period.
6.50%→6.90%2 prior comparisons
Inventory decreased 1.6%
Inventory changed -1.6% from the comparable as-filed period.
$499.8M→$491.7M3 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.