Inventory increased 25.4%
Inventory changed +25.4% 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 +25.4% from the comparable as-filed period. The change ranks at the 100th percentile of 4 prior comparable changes.
Operating margin changed +493 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Current liabilities changed +44.3% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
Noncurrent long-term debt changed -37.0% from the comparable as-filed period. The change ranks at the 75th percentile of 4 prior comparable changes.
Revenue changed +42.4% from the comparable as-filed period.
Gross margin changed -556 basis points from the comparable as-filed period.
Cash & equivalents changed +42.7% 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.
Operating income changed +116.3% from the comparable as-filed period.
Net income changed +125.1% from the comparable as-filed period.
Gross profit changed +32.2% from the comparable as-filed period.
Cost of revenue changed +78.5% from the comparable as-filed period.
SBC / revenue changed -604 basis points from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Operating cash flow changed +21.1% from the comparable as-filed period.
Gross debt changed -30.0% from the comparable as-filed period.
Reported total debt changed -30.0% from the comparable as-filed period.
Net debt changed -45.6% from the comparable as-filed period.
Inventory / revenue changed -262 basis points from the comparable as-filed period.
Free-cash-flow proxy changed +18.0% from the comparable as-filed period.
Working capital changed -22.2% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Current assets changed +18.7% 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.
Capital expenditure changed +72.4% from the comparable as-filed period.
Free-cash-flow margin changed -622 basis points from the comparable as-filed period.
Operating cash-flow margin changed -575 basis points from the comparable as-filed period.
Debt / assets changed -870 basis points from the comparable as-filed period.
Research & development changed +15.1% from the comparable as-filed period.
Cash / debt changed +1831 basis points from the comparable as-filed period.
Debt / revenue changed -41902 basis points from the comparable as-filed period.
Operating cash flow / net income changed -46.2% from the comparable as-filed period.
R&D / revenue changed -688 basis points from the comparable as-filed period.
Receivables / revenue changed -2679 basis points from the comparable as-filed period.
Stock-based compensation changed -13.5% from the comparable as-filed period. This reverses 2 consecutive comparable moves in the opposite direction.
Total assets changed -1.0% 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.
Current long-term debt changed +4513.0% from the comparable as-filed period. Relative percentage is de-emphasized because the comparison has a low base.
Current ratio changed -17.7% from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Trade receivables changed -5.3% from the comparable as-filed period. The change ranks at the 25th percentile of 4 prior comparable changes. This reverses 3 consecutive comparable moves in the opposite direction.
Shares outstanding changed +3.2% from the comparable as-filed period. The change ranks at the 50th percentile of 8 prior comparable changes.
Capex / revenue changed +47 basis points from the comparable as-filed period.
Working capital / assets changed -95 basis points from the comparable as-filed period. The change ranks at the 0th percentile of 4 prior comparable changes.
Debt changed -0.1% from the comparable as-filed period.
Stock-based compensation changed +10.2% from the comparable as-filed period.
Revenue changed +41.9% from the comparable as-filed period.
Inventory changed +11.8% from the comparable as-filed period.
Research & development changed +26.4% from the comparable as-filed period.
Operating margin moved -18.17 percentage points from the comparable as-filed period.
Operating income changed -68.0% from the comparable as-filed period.
Net income changed -95.0% from the comparable as-filed period.
Gross profit changed +28.0% from the comparable as-filed period.
Cash & equivalents changed -82.9% from the comparable as-filed period.
Gross margin moved -7.83 percentage points 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.