Operating margin moved 325 bp lower
Operating margin changed -325 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
45.35%→42.10%2 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →USLM financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Gross margin moved 335 bp lower
Gross margin changed -335 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
51.16%→47.81%2 prior comparisons
Free-cash-flow proxy increased 22.1%
Free-cash-flow proxy changed +22.1% from the comparable as-filed period.
$31.3M→$38.2M2 prior comparisons
Cash & equivalents increased 25.7%
Cash & equivalents changed +25.7% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$349.5M→$439.2M4 prior comparisons
Operating cash flow increased 13.6%
Operating cash flow changed +13.6% from the comparable as-filed period.
$45.9M→$52.2M2 prior comparisons
Net debt decreased 25.7%
Net debt changed -25.7% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
-$349.5M→-$439.2M4 prior comparisons
Inventory increased 25.2%
Inventory changed +25.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$25.6M→$32.0M4 prior comparisons
Operating margin moved 202 bp higher
Operating margin changed +202 basis points from the comparable as-filed period.
39.00%→41.01%2 prior comparisons
Cash & equivalents increased 25.9%
Cash & equivalents changed +25.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$319.9M→$402.6M4 prior comparisons
Operating income increased 13.9%
Operating income changed +13.9% from the comparable as-filed period.
$35.7M→$40.7M2 prior comparisons
Capex / revenue moved 356 bp higher
Capex / revenue changed +356 basis points from the comparable as-filed period.
14.50%→18.06%2 prior comparisons
Net debt decreased 25.9%
Net debt changed -25.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
-$319.9M→-$402.6M4 prior comparisons
Working capital increased 25.3%
Working capital changed +25.3% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$384.9M→$482.3M4 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.