Operating cash flow increased 92.7%
Operating cash flow changed +92.7% from the comparable as-filed period. The change ranks at the 83th percentile of 6 prior comparable changes.
$176.1M→$339.3M6 prior comparisons
GROSSPATTERN / DETERMINISTIC EVIDENCE / V3
Search securities →RL financial changes
Ranked by interpretable importance, issuer history, magnitude, and accounting profile. No directional recommendation.
Operating income increased 25.1%
Operating income changed +25.1% from the comparable as-filed period.
$273.6M→$342.4M3 prior comparisons
Inventory / revenue moved 1172 bp lower
Inventory / revenue changed -1172 basis points from the comparable as-filed period.
71.10%→59.38%2 prior comparisons
Operating margin moved 156 bp higher
Operating margin changed +156 basis points from the comparable as-filed period.
15.92%→17.47%3 prior comparisons
Cash & equivalents decreased 17.8%
Cash & equivalents changed -17.8% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
$2.1B→$1.7B2 prior comparisons
Capex / revenue moved 817 bp lower
Capex / revenue changed -817 basis points from the comparable as-filed period.
10.90%→2.72%0 prior comparisons
Gross margin moved 143 bp higher
Gross margin changed +143 basis points from the comparable as-filed period.
72.26%→73.69%3 prior comparisons
Revenue increased 14.0%
Revenue changed +14.0% from the comparable as-filed period.
$1.7B→$2.0B3 prior comparisons
Net income increased 19.0%
Net income changed +19.0% from the comparable as-filed period.
$220.4M→$262.2M3 prior comparisons
Capital expenditure decreased 71.5%
Capital expenditure changed -71.5% from the comparable as-filed period.
$187.3M→$53.4M2 prior comparisons
Free-cash-flow proxy changed across a sign change
Free-cash-flow proxy changed +2652.7% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a sign change.
-$11.2M→$285.9M0 prior comparisons
Gross profit increased 16.3%
Gross profit changed +16.3% from the comparable as-filed period.
$1.2B→$1.4B3 prior comparisons
Selling, general & administrative increased 13.4%
Selling, general & administrative changed +13.4% from the comparable as-filed period.
$949.4M→$1.1B3 prior comparisons
Stock-based compensation increased 16.1%
Stock-based compensation changed +16.1% from the comparable as-filed period.
$22.4M→$26.0M3 prior comparisons
Inventory decreased 4.8%
Inventory changed -4.8% from the comparable as-filed period. This reverses 3 consecutive comparable moves in the opposite direction.
$1.2B→$1.2B3 prior comparisons
SBC / revenue moved 2 bp higher
SBC / revenue changed +2 basis points from the comparable as-filed period.
1.30%→1.33%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.