What changed
latest 10-K| Area | What changed | Source |
|---|---|---|
| Risk factors | No new paragraphs, or fewer than two 10-Ks to compare | 10-K Item 1A |
| Receivables growing faster than revenue | Receivables +19.2% vs revenue +7.6% (+11.6 pts) | 10-K · XBRL |
| Accounting checks | 9 other checks clear, 1 worth a look | 10-K · XBRL |
| Insiders | No open-market buys in the last 90 days | Form 4 |
| Filings | 2 in the last 30 days | EDGAR |
Each row opens the detail with the quote and the filing. A row is a change worth reading, not a verdict.
What's new, in their words
No new paragraphs in Risk Factors, or fewer than two 10-Ks to compare.
Accounting checks
latest 10-K9 of 10 clear 1 worth a look. Checks, not verdicts.
- !Receivables growing faster than revenueReceivables +19.2% vs revenue +7.6% (+11.6 pts)
- ✓Cash from operations $13.2B vs net income $10.6B (FY ending 2025-12-31)
- ✓Inventory -5.4% vs revenue +7.6% (-13.0 pts)
- ✓Same auditor in both 10-Ks: PricewaterhouseCoopers LLP
- ✓No statement of substantial doubt about going concern
- ✓No 8-K item 4.02 in the last 2 years
- ✓No NT 10-K or NT 10-Q in the last 2 years
- ✓No sentence in the 10-K concludes that controls were not effective because of a material weakness
- ✓No 8-K item 2.06 in the last 2 years
- ✓No 8-K item 1.03 in the last 2 years
In the last 30 days
All filings →- Oct 22, 202610-Q Quarterly report (10-Q) period ended Sep 30, 2026
- Oct 21, 20268-K Quarterly results 8-K item 2.02
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