Operating income changed across a low base
Operating income changed +3025.0% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
$2.8M→$87.5M2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →SIG financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Working capital increased 22.7%
Working capital changed +22.7% from the comparable as-filed period.
$863.3M→$1.1B3 prior comparisons
Stock-based compensation increased 49.3%
Stock-based compensation changed +49.3% from the comparable as-filed period.
$6.7M→$10.0M3 prior comparisons
Capital expenditure increased 68.3%
Capital expenditure changed +68.3% from the comparable as-filed period.
$24.0M→$40.4M3 prior comparisons
Gross margin moved 86 bp higher
Gross margin changed +86 basis points from the comparable as-filed period.
38.56%→39.42%2 prior comparisons
Working capital / assets moved 280 bp higher
Working capital / assets changed +280 basis points from the comparable as-filed period.
16.16%→18.96%3 prior comparisons
Free-cash-flow margin moved 204 bp lower
Free-cash-flow margin changed -204 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
4.06%→2.02%2 prior comparisons
Current assets increased 10.3%
Current assets changed +10.3% from the comparable as-filed period.
$2.5B→$2.7B3 prior comparisons
Shares outstanding decreased 6.4%
Shares outstanding changed -6.4% from the comparable as-filed period. The change ranks at the 38th percentile of 8 prior comparable changes.
40,948,860→38,317,2438 prior comparisons
Inventory / revenue moved 119 bp lower
Inventory / revenue changed -119 basis points from the comparable as-filed period.
129.41%→128.22%2 prior comparisons
Capex / revenue moved 108 bp higher
Capex / revenue changed +108 basis points from the comparable as-filed period.
1.56%→2.64%2 prior comparisons
Revenue decreased 0.5%
Revenue changed -0.5% from the comparable as-filed period.
$1.5B→$1.5B2 prior comparisons
Total assets increased 4.6%
Total assets changed +4.6% from the comparable as-filed period.
$5.3B→$5.6B3 prior comparisons
Inventory decreased 1.4%
Inventory changed -1.4% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$2.0B→$2.0B3 prior comparisons
Operating cash-flow margin moved 96 bp lower
Operating cash-flow margin changed -96 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
5.62%→4.66%2 prior comparisons
SBC / revenue moved 22 bp higher
SBC / revenue changed +22 basis points from the comparable as-filed period.
0.44%→0.65%2 prior comparisons
Current liabilities increased 3.6%
Current liabilities changed +3.6% from the comparable as-filed period.
$1.6B→$1.7B3 prior comparisons
Current ratio increased 6.5%
Current ratio changed +6.5% from the comparable as-filed period.
1.54→1.643 prior comparisons
Gross profit increased 1.8%
Gross profit changed +1.8% from the comparable as-filed period.
$591.9M→$602.4M2 prior comparisons
Selling, general & administrative decreased 2.3%
Selling, general & administrative changed -2.3% from the comparable as-filed period.
$505.3M→$493.6M2 prior comparisons
Operating income decreased 23.3%
Operating income changed -23.3% from the comparable as-filed period.
$48.1M→$36.9M2 prior comparisons
Capital expenditure decreased 33.1%
Capital expenditure changed -33.1% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$36.6M→$24.5M2 prior comparisons
Free-cash-flow margin moved 285 bp higher
Free-cash-flow margin changed +285 basis points from the comparable as-filed period.
-13.75%→-10.89%2 prior comparisons
Working capital / assets moved 368 bp higher
Working capital / assets changed +368 basis points from the comparable as-filed period.
15.05%→18.73%3 prior comparisons
Operating margin moved 75 bp lower
Operating margin changed -75 basis points from the comparable as-filed period.
3.12%→2.38%2 prior comparisons
Inventory / revenue moved 181 bp lower
Inventory / revenue changed -181 basis points from the comparable as-filed period.
130.16%→128.35%2 prior comparisons
Current assets increased 14.2%
Current assets changed +14.2% from the comparable as-filed period.
$2.5B→$2.8B3 prior comparisons
Operating cash-flow margin moved 206 bp higher
Operating cash-flow margin changed +206 basis points from the comparable as-filed period.
-11.37%→-9.31%2 prior comparisons
Revenue increased 0.8%
Revenue changed +0.8% from the comparable as-filed period.
$1.5B→$1.6B2 prior comparisons
Capex / revenue moved 80 bp lower
Capex / revenue changed -80 basis points from the comparable as-filed period.
2.37%→1.58%2 prior comparisons
Shares outstanding decreased 4.4%
Shares outstanding changed -4.4% from the comparable as-filed period. The change ranks at the 38th percentile of 8 prior comparable changes.
41,150,235→39,329,7838 prior comparisons
Total assets increased 5.1%
Total assets changed +5.1% from the comparable as-filed period.
$5.5B→$5.7B3 prior comparisons
Current liabilities increased 5.9%
Current liabilities changed +5.9% from the comparable as-filed period.
$1.6B→$1.7B3 prior comparisons
Inventory decreased 0.6%
Inventory changed -0.6% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$2.0B→$2.0B3 prior comparisons
Gross profit decreased 7.1%
Gross profit changed -7.1% from the comparable as-filed period.
$598.8M→$556.5M2 prior comparisons
SBC / revenue moved 3 bp higher
SBC / revenue changed +3 basis points from the comparable as-filed period.
0.45%→0.48%2 prior comparisons
Current ratio increased 7.8%
Current ratio changed +7.8% from the comparable as-filed period.
1.5→1.623 prior comparisons
Stock-based compensation increased 7.1%
Stock-based compensation changed +7.1% from the comparable as-filed period.
$7.0M→$7.5M2 prior comparisons
Selling, general & administrative decreased 3.1%
Selling, general & administrative changed -3.1% from the comparable as-filed period.
$526.0M→$509.6M2 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.