Free-cash-flow proxy increased 194.7%
Free-cash-flow proxy changed +194.7% from the comparable as-filed period.
$48.3M→$142.3M3 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →FIVE financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating income increased 425.8%
Operating income changed +425.8% from the comparable as-filed period.
$52.4M→$275.4M2 prior comparisons
Operating cash flow increased 131.7%
Operating cash flow changed +131.7% from the comparable as-filed period.
$93.0M→$215.5M3 prior comparisons
Operating margin moved 1673 bp higher
Operating margin changed +1673 basis points from the comparable as-filed period.
5.10%→21.83%2 prior comparisons
Revenue increased 22.9%
Revenue changed +22.9% from the comparable as-filed period.
$1.0B→$1.3B2 prior comparisons
Current assets increased 41.0%
Current assets changed +41.0% from the comparable as-filed period.
$1.6B→$2.2B3 prior comparisons
Inventory / revenue moved 326 bp lower
Inventory / revenue changed -326 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
77.87%→74.61%2 prior comparisons
Working capital increased 86.2%
Working capital changed +86.2% from the comparable as-filed period.
$660.3M→$1.2B3 prior comparisons
Capital expenditure increased 63.8%
Capital expenditure changed +63.8% from the comparable as-filed period.
$44.7M→$73.2M3 prior comparisons
Working capital / assets moved 896 bp higher
Working capital / assets changed +896 basis points from the comparable as-filed period.
14.33%→23.29%3 prior comparisons
Inventory increased 17.7%
Inventory changed +17.7% from the comparable as-filed period.
$799.6M→$941.2M3 prior comparisons
Capex / revenue moved 145 bp higher
Capex / revenue changed +145 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
4.35%→5.80%2 prior comparisons
Current ratio increased 29.6%
Current ratio changed +29.6% from the comparable as-filed period.
1.71→2.223 prior comparisons
Free-cash-flow margin moved 658 bp higher
Free-cash-flow margin changed +658 basis points from the comparable as-filed period.
4.70%→11.28%2 prior comparisons
Operating cash-flow margin moved 803 bp higher
Operating cash-flow margin changed +803 basis points from the comparable as-filed period.
9.06%→17.08%2 prior comparisons
Total assets increased 14.6%
Total assets changed +14.6% from the comparable as-filed period.
$4.6B→$5.3B3 prior comparisons
Selling, general & administrative increased 18.0%
Selling, general & administrative changed +18.0% from the comparable as-filed period.
$242.3M→$285.9M2 prior comparisons
Shares outstanding decreased 0.2%
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 4 consecutive comparable moves in the opposite direction.
55,145,462→55,054,0358 prior comparisons
Current liabilities increased 8.8%
Current liabilities changed +8.8% from the comparable as-filed period.
$924.6M→$1.0B3 prior comparisons
Stock-based compensation increased 15.6%
Stock-based compensation changed +15.6% from the comparable as-filed period.
$8.6M→$9.9M3 prior comparisons
SBC / revenue moved 5 bp lower
SBC / revenue changed -5 basis points from the comparable as-filed period.
0.83%→0.78%2 prior comparisons
Cash & equivalents decreased 0.3%
Cash & equivalents changed -0.3% from the comparable as-filed period.
$562.7M→$561.1M0 prior comparisons
Revenue increased 32.5%
Revenue changed +32.5% from the comparable as-filed period.
$970.5M→$1.3B3 prior comparisons
Free-cash-flow proxy increased 97.0%
Free-cash-flow proxy changed +97.0% from the comparable as-filed period. The change ranks at the 17th percentile of 6 prior comparable changes.
$96.5M→$190.0M6 prior comparisons
Operating income increased 203.3%
Operating income changed +203.3% from the comparable as-filed period.
$50.8M→$154.2M3 prior comparisons
Operating cash flow increased 71.3%
Operating cash flow changed +71.3% from the comparable as-filed period. The change ranks at the 67th percentile of 6 prior comparable changes.
$132.7M→$227.2M6 prior comparisons
Operating margin moved 676 bp higher
Operating margin changed +676 basis points from the comparable as-filed period.
5.24%→12.00%3 prior comparisons
Cash & equivalents increased 49.5%
Cash & equivalents changed +49.5% from the comparable as-filed period.
$427.5M→$638.9M2 prior comparisons
Net income increased 199.1%
Net income changed +199.1% from the comparable as-filed period.
$41.1M→$123.1M2 prior comparisons
Inventory / revenue moved 908 bp lower
Inventory / revenue changed -908 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
72.34%→63.26%2 prior comparisons
Selling, general & administrative increased 20.7%
Selling, general & administrative changed +20.7% from the comparable as-filed period.
$226.5M→$273.3M3 prior comparisons
Stock-based compensation decreased 47.9%
Stock-based compensation changed -47.9% from the comparable as-filed period. The change ranks at the 67th percentile of 6 prior comparable changes.
$9.9M→$5.1M6 prior comparisons
Inventory increased 15.8%
Inventory changed +15.8% from the comparable as-filed period.
$702.1M→$813.3M3 prior comparisons
Capex / revenue moved 84 bp lower
Capex / revenue changed -84 basis points from the comparable as-filed period.
3.73%→2.89%2 prior comparisons
Capital expenditure increased 2.7%
Capital expenditure changed +2.7% from the comparable as-filed period. The change ranks at the 0th percentile of 6 prior comparable changes. This reverses 3 consecutive comparable moves in the opposite direction.
$36.2M→$37.2M6 prior comparisons
SBC / revenue moved 62 bp lower
SBC / revenue changed -62 basis points from the comparable as-filed period.
1.02%→0.40%2 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.