Inventory increased 59.5%
Inventory changed +59.5% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$3.3B→$5.3B4 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →APH financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Trade receivables increased 71.3%
Trade receivables changed +71.3% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$4.5B→$7.8B4 prior comparisons
Net debt increased 290.3%
Net debt changed +290.3% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$3.3B→$13.0B4 prior comparisons
Shares outstanding increased 101.7%
Shares outstanding changed +101.7% from the comparable as-filed period. The change ranks at the 88th percentile of 8 prior comparable changes.
1,224,055,508→2,469,261,1888 prior comparisons
Operating income increased 77.5%
Operating income changed +77.5% from the comparable as-filed period.
$1.7B→$3.0B2 prior comparisons
Cash / debt moved 2899 bp lower
Cash / debt changed -2899 basis points from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
53.29%→24.30%4 prior comparisons
Current liabilities increased 67.8%
Current liabilities changed +67.8% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$6.0B→$10.0B4 prior comparisons
Gross debt increased 140.8%
Gross debt changed +140.8% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$7.1B→$17.2B4 prior comparisons
Reported total debt increased 140.8%
Reported total debt changed +140.8% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$7.1B→$17.2B4 prior comparisons
Total assets increased 73.2%
Total assets changed +73.2% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$27.1B→$47.0B4 prior comparisons
Operating cash flow increased 41.3%
Operating cash flow changed +41.3% from the comparable as-filed period.
$1.5B→$2.1B2 prior comparisons
Revenue increased 65.1%
Revenue changed +65.1% from the comparable as-filed period.
$6.2B→$10.2B2 prior comparisons
Net income increased 63.3%
Net income changed +63.3% from the comparable as-filed period.
$1.2B→$2.0B2 prior comparisons
Free-cash-flow proxy increased 33.6%
Free-cash-flow proxy changed +33.6% from the comparable as-filed period.
$1.2B→$1.6B2 prior comparisons
Operating margin moved 205 bp higher
Operating margin changed +205 basis points from the comparable as-filed period.
27.48%→29.53%2 prior comparisons
Debt / assets moved 1025 bp higher
Debt / assets changed +1025 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
26.27%→36.52%4 prior comparisons
Cost of revenue increased 62.0%
Cost of revenue changed +62.0% from the comparable as-filed period.
$3.8B→$6.2B2 prior comparisons
Working capital increased 47.5%
Working capital changed +47.5% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$6.4B→$9.4B4 prior comparisons
Gross profit increased 70.2%
Gross profit changed +70.2% from the comparable as-filed period.
$2.4B→$4.0B2 prior comparisons
Current assets increased 57.3%
Current assets changed +57.3% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$12.4B→$19.5B4 prior comparisons
Current long-term debt decreased 25.3%
Current long-term debt changed -25.3% 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.
$937.6M→$700.7M4 prior comparisons
Capital expenditure increased 77.8%
Capital expenditure changed +77.8% from the comparable as-filed period.
$257.2M→$457.2M2 prior comparisons
Selling, general & administrative increased 49.1%
Selling, general & administrative changed +49.1% from the comparable as-filed period.
$657.0M→$979.9M2 prior comparisons
Gross margin moved 117 bp higher
Gross margin changed +117 basis points from the comparable as-filed period.
38.09%→39.26%2 prior comparisons
Debt / revenue moved 5275 bp higher
Debt / revenue changed +5275 basis points from the comparable as-filed period.
115.10%→167.85%2 prior comparisons
Inventory / revenue moved 181 bp lower
Inventory / revenue changed -181 basis points from the comparable as-filed period.
53.28%→51.46%2 prior comparisons
Working capital / assets moved 350 bp lower
Working capital / assets changed -350 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
23.58%→20.08%4 prior comparisons
Stock-based compensation increased 27.4%
Stock-based compensation changed +27.4% from the comparable as-filed period.
$36.9M→$47.0M2 prior comparisons
Operating cash-flow margin moved 343 bp lower
Operating cash-flow margin changed -343 basis points from the comparable as-filed period.
23.74%→20.32%2 prior comparisons
Free-cash-flow margin moved 374 bp lower
Free-cash-flow margin changed -374 basis points from the comparable as-filed period.
19.59%→15.85%2 prior comparisons
Receivables / revenue moved 272 bp higher
Receivables / revenue changed +272 basis points from the comparable as-filed period.
73.35%→76.07%2 prior comparisons
Cash & equivalents increased 9.8%
Cash & equivalents changed +9.8% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$3.8B→$4.2B4 prior comparisons
SBC / revenue moved 14 bp lower
SBC / revenue changed -14 basis points from the comparable as-filed period.
0.60%→0.46%2 prior comparisons
Capex / revenue moved 32 bp higher
Capex / revenue changed +32 basis points from the comparable as-filed period.
4.15%→4.47%2 prior comparisons
Operating cash flow / net income decreased 13.5%
Operating cash flow / net income changed -13.5% from the comparable as-filed period.
1.18→1.022 prior comparisons
Current ratio decreased 6.2%
Current ratio changed -6.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
2.07→1.944 prior comparisons
Net debt increased 217.6%
Net debt changed +217.6% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$3.9B→$12.4B4 prior comparisons
Trade receivables increased 59.0%
Trade receivables changed +59.0% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$4.3B→$6.8B4 prior comparisons
Inventory increased 45.1%
Inventory changed +45.1% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$3.1B→$4.6B4 prior comparisons
Debt / assets moved 1057 bp higher
Debt / assets changed +1057 basis points from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
27.76%→38.34%4 prior comparisons
Operating income increased 82.2%
Operating income changed +82.2% from the comparable as-filed period.
$1.4B→$2.6B2 prior comparisons
Gross debt increased 141.1%
Gross debt changed +141.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$7.1B→$17.2B4 prior comparisons
Total assets increased 74.6%
Total assets changed +74.6% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$25.7B→$44.8B4 prior comparisons
Reported total debt increased 141.1%
Reported total debt changed +141.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$7.1B→$17.2B4 prior comparisons
Current liabilities increased 68.4%
Current liabilities changed +68.4% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$5.6B→$9.4B4 prior comparisons
Operating margin moved 440 bp higher
Operating margin changed +440 basis points from the comparable as-filed period.
25.11%→29.51%2 prior comparisons
Revenue increased 55.0%
Revenue changed +55.0% from the comparable as-filed period.
$5.7B→$8.8B2 prior comparisons
Gross margin moved 417 bp higher
Gross margin changed +417 basis points from the comparable as-filed period.
36.34%→40.51%2 prior comparisons
Cash / debt moved 1747 bp lower
Cash / debt changed -1747 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
45.01%→27.53%4 prior comparisons
Net income increased 62.1%
Net income changed +62.1% from the comparable as-filed period.
$1.1B→$1.8B2 prior comparisons
Cash & equivalents increased 47.5%
Cash & equivalents changed +47.5% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$3.2B→$4.7B4 prior comparisons
Current assets increased 57.7%
Current assets changed +57.7% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$11.3B→$17.8B4 prior comparisons
Gross profit increased 72.8%
Gross profit changed +72.8% from the comparable as-filed period.
$2.1B→$3.5B2 prior comparisons
Cost of revenue increased 44.8%
Cost of revenue changed +44.8% from the comparable as-filed period.
$3.6B→$5.2B2 prior comparisons
Working capital increased 47.1%
Working capital changed +47.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$5.7B→$8.4B4 prior comparisons
Inventory / revenue moved 355 bp lower
Inventory / revenue changed -355 basis points from the comparable as-filed period.
55.52%→51.97%2 prior comparisons
Current long-term debt increased 74.5%
Current long-term debt changed +74.5% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$936.6M→$1.6B4 prior comparisons
Selling, general & administrative increased 51.0%
Selling, general & administrative changed +51.0% from the comparable as-filed period.
$622.5M→$939.9M2 prior comparisons
Debt / revenue moved 7001 bp higher
Debt / revenue changed +7001 basis points from the comparable as-filed period.
126.11%→196.13%2 prior comparisons
Stock-based compensation increased 45.0%
Stock-based compensation changed +45.0% from the comparable as-filed period.
$31.3M→$45.4M2 prior comparisons
Operating cash flow increased 9.9%
Operating cash flow changed +9.9% from the comparable as-filed period.
$1.4B→$1.6B3 prior comparisons
Working capital / assets moved 348 bp lower
Working capital / assets changed -348 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
22.18%→18.70%4 prior comparisons
Free-cash-flow margin moved 610 bp lower
Free-cash-flow margin changed -610 basis points from the comparable as-filed period.
19.82%→13.72%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.
1.3→0.882 prior comparisons
Operating cash-flow margin moved 729 bp lower
Operating cash-flow margin changed -729 basis points from the comparable as-filed period.
25.07%→17.78%2 prior comparisons
Free-cash-flow proxy increased 7.3%
Free-cash-flow proxy changed +7.3% from the comparable as-filed period.
$1.1B→$1.2B3 prior comparisons
Capex / revenue moved 120 bp lower
Capex / revenue changed -120 basis points from the comparable as-filed period.
5.26%→4.06%2 prior comparisons
Capital expenditure increased 19.7%
Capital expenditure changed +19.7% from the comparable as-filed period.
$297.1M→$355.5M3 prior comparisons
Receivables / revenue moved 194 bp higher
Receivables / revenue changed +194 basis points from the comparable as-filed period.
75.59%→77.53%2 prior comparisons
Shares outstanding increased 1.0%
Shares outstanding changed +1.0% from the comparable as-filed period. The change ranks at the 25th percentile of 8 prior comparable changes.
1,220,921,111→1,232,983,4578 prior comparisons
SBC / revenue moved 4 bp lower
SBC / revenue changed -4 basis points from the comparable as-filed period.
0.55%→0.52%2 prior comparisons
Current ratio decreased 6.4%
Current ratio changed -6.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
2.02→1.894 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.