Trade receivables increased 32.3%
Trade receivables changed +32.3% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$387.9M→$513.3M4 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →CR financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Current liabilities increased 45.0%
Current liabilities changed +45.0% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$392.0M→$568.3M4 prior comparisons
Inventory increased 30.6%
Inventory changed +30.6% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$394.7M→$515.6M4 prior comparisons
Total assets increased 56.8%
Total assets changed +56.8% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$2.5B→$4.0B4 prior comparisons
Revenue increased 28.1%
Revenue changed +28.1% from the comparable as-filed period.
$589.2M→$754.6M2 prior comparisons
Operating margin moved 146 bp lower
Operating margin changed -146 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
20.10%→18.63%2 prior comparisons
Cost of revenue increased 30.2%
Cost of revenue changed +30.2% from the comparable as-filed period.
$337.9M→$440.0M2 prior comparisons
Working capital / assets moved 1189 bp lower
Working capital / assets changed -1189 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
34.85%→22.96%4 prior comparisons
Operating income increased 18.8%
Operating income changed +18.8% from the comparable as-filed period.
$118.4M→$140.6M2 prior comparisons
Gross margin moved 96 bp lower
Gross margin changed -96 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
42.65%→41.69%2 prior comparisons
Cash & equivalents decreased 18.7%
Cash & equivalents changed -18.7% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$388.2M→$315.7M3 prior comparisons
Current ratio decreased 20.0%
Current ratio changed -20.0% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
3.27→2.614 prior comparisons
Current assets increased 16.0%
Current assets changed +16.0% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$1.3B→$1.5B4 prior comparisons
Inventory / revenue moved 134 bp higher
Inventory / revenue changed +134 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
66.99%→68.33%2 prior comparisons
Receivables / revenue moved 219 bp higher
Receivables / revenue changed +219 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
65.84%→68.02%2 prior comparisons
Stock-based compensation decreased 25.5%
Stock-based compensation changed -25.5% from the comparable as-filed period.
$5.5M→$4.1M2 prior comparisons
Noncurrent long-term debt changed across a zero base
Noncurrent long-term debt changed from 0 to 911600000 USD in the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a zero base.
$0→$911.6M3 prior comparisons
Shares outstanding increased 0.4%
Shares outstanding changed +0.4% from the comparable as-filed period. The change ranks at the 0th percentile of 6 prior comparable changes.
57,596,887→57,833,1586 prior comparisons
SBC / revenue moved 39 bp lower
SBC / revenue changed -39 basis points from the comparable as-filed period.
0.93%→0.54%2 prior comparisons
Working capital increased 3.3%
Working capital changed +3.3% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$888.3M→$917.4M4 prior comparisons
Total assets increased 60.2%
Total assets changed +60.2% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
$2.5B→$4.0B4 prior comparisons
Current liabilities increased 24.0%
Current liabilities changed +24.0% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
$425.5M→$527.5M4 prior comparisons
Operating income increased 40.2%
Operating income changed +40.2% from the comparable as-filed period.
$102.9M→$144.3M2 prior comparisons
Trade receivables increased 27.1%
Trade receivables changed +27.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$383.7M→$487.6M4 prior comparisons
Inventory increased 26.1%
Inventory changed +26.1% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
$402.2M→$507.2M4 prior comparisons
Revenue increased 25.6%
Revenue changed +25.6% from the comparable as-filed period.
$577.2M→$724.7M2 prior comparisons
Operating margin moved 208 bp higher
Operating margin changed +208 basis points from the comparable as-filed period.
17.83%→19.91%2 prior comparisons
Working capital / assets moved 898 bp lower
Working capital / assets changed -898 basis points from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
32.59%→23.61%4 prior comparisons
Cost of revenue increased 24.6%
Cost of revenue changed +24.6% from the comparable as-filed period.
$334.9M→$417.2M2 prior comparisons
Current assets increased 18.8%
Current assets changed +18.8% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
$1.2B→$1.5B4 prior comparisons
Working capital increased 16.0%
Working capital changed +16.0% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
$820.1M→$951.7M4 prior comparisons
Stock-based compensation decreased 63.2%
Stock-based compensation changed -63.2% from the comparable as-filed period.
$10.6M→$3.9M3 prior comparisons
Gross margin moved 45 bp higher
Gross margin changed +45 basis points from the comparable as-filed period.
41.98%→42.43%2 prior comparisons
SBC / revenue moved 130 bp lower
SBC / revenue changed -130 basis points from the comparable as-filed period.
1.84%→0.54%2 prior comparisons
Inventory / revenue moved 31 bp higher
Inventory / revenue changed +31 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
69.68%→69.99%2 prior comparisons
Noncurrent long-term debt changed across a zero base
Noncurrent long-term debt changed from 0 to 1087100000 USD in the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a zero base.
$0→$1.1B3 prior comparisons
Shares outstanding increased 0.4%
Shares outstanding changed +0.4% from the comparable as-filed period. The change ranks at the 17th percentile of 6 prior comparable changes.
57,546,840→57,800,3566 prior comparisons
Receivables / revenue moved 81 bp higher
Receivables / revenue changed +81 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
66.48%→67.28%2 prior comparisons
Current ratio decreased 4.2%
Current ratio changed -4.2% 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.
2.93→2.84 prior comparisons
Cash & equivalents increased 5.5%
Cash & equivalents changed +5.5% from the comparable as-filed period.
$332.2M→$350.4M3 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.