Operating margin moved 135 bp higher
Operating margin changed +135 basis points from the comparable as-filed period.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating margin changed +135 basis points from the comparable as-filed period.
Revenue changed +11.7% from the comparable as-filed period.
Capex / revenue changed -196 basis points from the comparable as-filed period.
Working capital changed -17.5% 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.
Cash & equivalents changed +29.9% from the comparable as-filed period.
Working capital / assets changed -246 basis points 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.
Receivables / revenue changed -683 basis points from the comparable as-filed period.
Stock-based compensation changed -49.0% from the comparable as-filed period.
Free-cash-flow margin changed +1841 basis points from the comparable as-filed period.
Operating cash-flow margin changed +1644 basis points from the comparable as-filed period.
Current assets changed -5.1% 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.
Shares outstanding changed -0.2% from the comparable as-filed period. The change ranks at the 25th percentile of 8 prior comparable changes. This reverses 8 consecutive comparable moves in the opposite direction.
Inventory changed -4.3% 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.
Trade receivables changed -7.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Current liabilities changed +2.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Current ratio changed -7.3% 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.
SBC / revenue changed -7 basis points from the comparable as-filed period.
Revenue changed +10.5% from the comparable as-filed period.
Capex / revenue changed -212 basis points from the comparable as-filed period.
Working capital changed +19.0% from the comparable as-filed period.
Receivables / revenue changed -1077 basis points from the comparable as-filed period.
Stock-based compensation changed -37.7% from the comparable as-filed period.
Inventory changed +13.7% from the comparable as-filed period.
Working capital / assets changed +286 basis points from the comparable as-filed period.
Gross margin changed +25 basis points from the comparable as-filed period.
Free-cash-flow margin changed +860 basis points from the comparable as-filed period.
Operating cash-flow margin changed +648 basis points from the comparable as-filed period.
Trade receivables changed -19.5% from the comparable as-filed period.
Gross profit changed +11.1% from the comparable as-filed period.
Noncurrent long-term debt changed -16.2% from the comparable as-filed period.
Current liabilities changed -8.5% from the comparable as-filed period.
Shares outstanding changed +0.0% from the comparable as-filed period. The change ranks at the 0th percentile of 8 prior comparable changes.
Selling, general & administrative changed +4.3% from the comparable as-filed period.
Current ratio changed +10.9% from the comparable as-filed period.
Current assets changed +1.5% from the comparable as-filed period.
SBC / revenue changed -11 basis points from the comparable as-filed period.
Total assets changed +0.8% from the comparable as-filed period.
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.