Cash / debt moved 550 bp lower
Cash / debt changed -550 basis points from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
6.69%→1.19%4 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →BLDR financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Free-cash-flow proxy decreased 84.0%
Free-cash-flow proxy changed -84.0% from the comparable as-filed period.
$461.9M→$73.9M2 prior comparisons
Operating cash flow decreased 73.2%
Operating cash flow changed -73.2% from the comparable as-filed period.
$547.7M→$146.6M2 prior comparisons
Operating margin moved 323 bp lower
Operating margin changed -323 basis points from the comparable as-filed period.
5.80%→2.57%2 prior comparisons
Operating income decreased 56.7%
Operating income changed -56.7% from the comparable as-filed period.
$228.8M→$99.1M2 prior comparisons
Gross margin moved 261 bp lower
Gross margin changed -261 basis points from the comparable as-filed period.
30.43%→27.82%2 prior comparisons
Current long-term debt decreased 71.1%
Current long-term debt changed -71.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
$14.2M→$4.1M4 prior comparisons
Cash & equivalents decreased 81.4%
Cash & equivalents changed -81.4% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$296.2M→$55.0M4 prior comparisons
Free-cash-flow margin moved 980 bp lower
Free-cash-flow margin changed -980 basis points from the comparable as-filed period.
11.72%→1.92%2 prior comparisons
Debt / revenue moved 737 bp higher
Debt / revenue changed +737 basis points from the comparable as-filed period.
112.37%→119.75%2 prior comparisons
Operating cash-flow margin moved 1009 bp lower
Operating cash-flow margin changed -1009 basis points from the comparable as-filed period.
13.90%→3.80%2 prior comparisons
Inventory increased 5.5%
Inventory changed +5.5% 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.
$1.2B→$1.2B4 prior comparisons
Inventory / revenue moved 235 bp higher
Inventory / revenue changed +235 basis points from the comparable as-filed period.
29.85%→32.20%2 prior comparisons
Revenue decreased 2.2%
Revenue changed -2.2% from the comparable as-filed period.
$3.9B→$3.9B2 prior comparisons
Current liabilities decreased 5.2%
Current liabilities changed -5.2% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$1.8B→$1.7B4 prior comparisons
Receivables / revenue moved 186 bp higher
Receivables / revenue changed +186 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
31.84%→33.70%2 prior comparisons
Net debt increased 10.3%
Net debt changed +10.3% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$4.1B→$4.6B4 prior comparisons
Gross profit decreased 10.6%
Gross profit changed -10.6% from the comparable as-filed period.
$1.2B→$1.1B2 prior comparisons
Capital expenditure decreased 15.4%
Capital expenditure changed -15.4% from the comparable as-filed period.
$85.8M→$72.6M2 prior comparisons
Shares outstanding decreased 2.7%
Shares outstanding changed -2.7% from the comparable as-filed period. The change ranks at the 38th percentile of 8 prior comparable changes.
110,580,581→107,606,3198 prior comparisons
Trade receivables increased 3.5%
Trade receivables changed +3.5% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$1.3B→$1.3B4 prior comparisons
Debt / assets moved 197 bp higher
Debt / assets changed +197 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
38.74%→40.72%4 prior comparisons
Current ratio increased 3.3%
Current ratio changed +3.3% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
1.79→1.854 prior comparisons
Working capital / assets moved 34 bp higher
Working capital / assets changed +34 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
12.69%→13.04%4 prior comparisons
Capex / revenue moved 29 bp lower
Capex / revenue changed -29 basis points from the comparable as-filed period.
2.18%→1.88%2 prior comparisons
Cost of revenue increased 1.5%
Cost of revenue changed +1.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$2.7B→$2.8B2 prior comparisons
Working capital increased 1.8%
Working capital changed +1.8% 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.
$1.5B→$1.5B4 prior comparisons
Current assets decreased 2.1%
Current assets changed -2.1% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$3.3B→$3.2B4 prior comparisons
SBC / revenue moved 1 bp lower
SBC / revenue changed -1 basis points from the comparable as-filed period.
0.42%→0.41%2 prior comparisons
Reported total debt increased 4.2%
Reported total debt changed +4.2% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$4.4B→$4.6B4 prior comparisons
Gross debt increased 4.2%
Gross debt changed +4.2% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$4.4B→$4.6B4 prior comparisons
Total assets decreased 0.8%
Total assets changed -0.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$11.4B→$11.3B4 prior comparisons
Stock-based compensation decreased 4.6%
Stock-based compensation changed -4.6% from the comparable as-filed period.
$16.4M→$15.6M2 prior comparisons
Selling, general & administrative increased 0.3%
Selling, general & administrative changed +0.3% from the comparable as-filed period.
$970.7M→$973.2M2 prior comparisons
Operating margin moved 402 bp lower
Operating margin changed -402 basis points from the comparable as-filed period.
7.35%→3.33%2 prior comparisons
Operating cash flow decreased 80.1%
Operating cash flow changed -80.1% from the comparable as-filed period.
$341.0M→$68.0M3 prior comparisons
Operating income decreased 58.7%
Operating income changed -58.7% from the comparable as-filed period.
$311.3M→$128.5M2 prior comparisons
Free-cash-flow proxy decreased 88.1%
Free-cash-flow proxy changed -88.1% from the comparable as-filed period.
$252.3M→$30.0M3 prior comparisons
Gross margin moved 254 bp lower
Gross margin changed -254 basis points from the comparable as-filed period.
30.68%→28.14%2 prior comparisons
Capital expenditure decreased 57.1%
Capital expenditure changed -57.1% from the comparable as-filed period.
$88.7M→$38.0M3 prior comparisons
Revenue decreased 8.8%
Revenue changed -8.8% from the comparable as-filed period.
$4.2B→$3.9B2 prior comparisons
Debt / revenue moved 826 bp higher
Debt / revenue changed +826 basis points from the comparable as-filed period.
110.30%→118.56%2 prior comparisons
Current long-term debt increased 68.8%
Current long-term debt changed +68.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$7.1M→$11.9M4 prior comparisons
Free-cash-flow margin moved 518 bp lower
Free-cash-flow margin changed -518 basis points from the comparable as-filed period.
5.96%→0.78%2 prior comparisons
Operating cash-flow margin moved 629 bp lower
Operating cash-flow margin changed -629 basis points from the comparable as-filed period.
8.05%→1.76%2 prior comparisons
Stock-based compensation decreased 55.4%
Stock-based compensation changed -55.4% from the comparable as-filed period.
$16.2M→$7.2M3 prior comparisons
Cash & equivalents decreased 24.6%
Cash & equivalents changed -24.6% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$87.0M→$65.7M4 prior comparisons
Gross profit decreased 16.3%
Gross profit changed -16.3% from the comparable as-filed period.
$1.3B→$1.1B2 prior comparisons
Inventory / revenue moved 201 bp higher
Inventory / revenue changed +201 basis points from the comparable as-filed period.
30.92%→32.93%2 prior comparisons
Receivables / revenue moved 213 bp higher
Receivables / revenue changed +213 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
31.44%→33.57%2 prior comparisons
Capex / revenue moved 111 bp lower
Capex / revenue changed -111 basis points from the comparable as-filed period.
2.10%→0.99%2 prior comparisons
Shares outstanding decreased 2.7%
Shares outstanding changed -2.7% from the comparable as-filed period. The change ranks at the 12th percentile of 8 prior comparable changes.
110,546,931→107,596,4578 prior comparisons
Reported total debt decreased 1.9%
Reported total debt changed -1.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$4.7B→$4.6B4 prior comparisons
Gross debt decreased 1.9%
Gross debt changed -1.9% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$4.7B→$4.6B4 prior comparisons
Net debt decreased 1.5%
Net debt changed -1.5% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
$4.6B→$4.5B4 prior comparisons
Cost of revenue decreased 5.4%
Cost of revenue changed -5.4% from the comparable as-filed period.
$2.9B→$2.8B2 prior comparisons
Debt / assets moved 29 bp lower
Debt / assets changed -29 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 4 consecutive comparable moves in the opposite direction.
40.73%→40.44%4 prior comparisons
SBC / revenue moved 20 bp lower
SBC / revenue changed -20 basis points from the comparable as-filed period.
0.38%→0.19%2 prior comparisons
Current assets decreased 1.3%
Current assets changed -1.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$3.3B→$3.2B4 prior comparisons
Cash / debt moved 43 bp lower
Cash / debt changed -43 basis points from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
1.86%→1.43%4 prior comparisons
Inventory decreased 2.8%
Inventory changed -2.8% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$1.3B→$1.3B4 prior comparisons
Trade receivables decreased 2.6%
Trade receivables changed -2.6% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$1.3B→$1.3B4 prior comparisons
Total assets decreased 1.2%
Total assets changed -1.2% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
$11.5B→$11.3B4 prior comparisons
Working capital decreased 1.5%
Working capital changed -1.5% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$1.5B→$1.4B4 prior comparisons
Current liabilities decreased 1.2%
Current liabilities changed -1.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$1.8B→$1.8B4 prior comparisons
Working capital / assets moved 4 bp lower
Working capital / assets changed -4 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
12.67%→12.63%4 prior comparisons
Selling, general & administrative decreased 3.0%
Selling, general & administrative changed -3.0% from the comparable as-filed period.
$987.8M→$958.3M2 prior comparisons
Current ratio decreased 0.2%
Current ratio changed -0.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
1.79→1.794 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.