Inventory increased 17.8%
Inventory changed +17.8% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Inventory changed +17.8% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
Free-cash-flow proxy changed -39.0% from the comparable as-filed period.
Operating cash flow changed -32.3% from the comparable as-filed period.
Operating margin changed +164 basis points from the comparable as-filed period.
Operating income changed +16.9% from the comparable as-filed period.
Inventory / revenue changed +357 basis points from the comparable as-filed period.
Cash & equivalents changed -15.8% from the comparable as-filed period.
Trade receivables changed +19.6% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Revenue changed +5.5% from the comparable as-filed period.
Receivables / revenue changed +652 basis points from the comparable as-filed period.
Gross margin changed -41 basis points from the comparable as-filed period.
Shares outstanding changed -1.9% from the comparable as-filed period. The change ranks at the 38th percentile of 8 prior comparable changes. This reverses 8 consecutive comparable moves in the opposite direction.
Net income changed +7.3% from the comparable as-filed period.
Working capital changed -9.4% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes.
Total assets changed -8.5% from the comparable as-filed period. The change ranks at the 50th percentile of 4 prior comparable changes.
Operating cash-flow margin changed -197 basis points from the comparable as-filed period.
Free-cash-flow margin changed -195 basis points from the comparable as-filed period.
Stock-based compensation changed -22.8% from the comparable as-filed period.
Current assets changed -4.4% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Current liabilities changed +5.7% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Research & development changed +12.7% from the comparable as-filed period.
Capex / revenue changed -1 basis points from the comparable as-filed period.
Current ratio changed -9.5% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
SBC / revenue changed -78 basis points from the comparable as-filed period.
Capital expenditure changed +3.9% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
R&D / revenue changed +45 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Working capital / assets changed -43 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes. This reverses 2 consecutive comparable moves in the opposite direction.
Gross profit changed +4.7% from the comparable as-filed period.
Cost of revenue changed +1.7% from the comparable as-filed period.
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.