Free-cash-flow proxy increased 50.1%
Free-cash-flow proxy changed +50.1% from the comparable as-filed period. The change ranks at the 83th percentile of 6 prior comparable changes.
$70.1M→$105.2M6 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →NXT financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Cash & equivalents increased 63.3%
Cash & equivalents changed +63.3% from the comparable as-filed period.
$743.4M→$1.2B2 prior comparisons
Gross margin moved 332 bp higher
Gross margin changed +332 basis points from the comparable as-filed period.
32.60%→35.91%3 prior comparisons
Operating cash flow increased 48.9%
Operating cash flow changed +48.9% from the comparable as-filed period. The change ranks at the 67th percentile of 6 prior comparable changes.
$81.3M→$121.1M6 prior comparisons
Research & development increased 106.4%
Research & development changed +106.4% from the comparable as-filed period.
$21.6M→$44.5M3 prior comparisons
Operating margin moved 113 bp lower
Operating margin changed -113 basis points from the comparable as-filed period.
21.55%→20.41%3 prior comparisons
Selling, general & administrative increased 35.8%
Selling, general & administrative changed +35.8% from the comparable as-filed period.
$73.9M→$100.4M3 prior comparisons
Capital expenditure increased 41.2%
Capital expenditure changed +41.2% from the comparable as-filed period. The change ranks at the 0th percentile of 6 prior comparable changes.
$11.3M→$15.9M6 prior comparisons
Stock-based compensation increased 32.8%
Stock-based compensation changed +32.8% from the comparable as-filed period.
$22.3M→$29.6M3 prior comparisons
Revenue increased 8.2%
Revenue changed +8.2% from the comparable as-filed period.
$864.3M→$935.2M3 prior comparisons
Gross profit increased 19.2%
Gross profit changed +19.2% from the comparable as-filed period.
$281.7M→$335.9M3 prior comparisons
Inventory / revenue moved 170 bp higher
Inventory / revenue changed +170 basis points from the comparable as-filed period.
26.28%→27.98%2 prior comparisons
Inventory increased 15.2%
Inventory changed +15.2% from the comparable as-filed period.
$227.1M→$261.6M3 prior comparisons
Operating income increased 2.5%
Operating income changed +2.5% from the comparable as-filed period.
$186.2M→$190.9M3 prior comparisons
Capex / revenue moved 40 bp higher
Capex / revenue changed +40 basis points from the comparable as-filed period.
1.30%→1.70%2 prior comparisons
Net income increased 5.2%
Net income changed +5.2% from the comparable as-filed period.
$157.2M→$165.4M3 prior comparisons
SBC / revenue moved 59 bp higher
SBC / revenue changed +59 basis points from the comparable as-filed period.
2.58%→3.17%3 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.