Accounting flags
Every accounting check that came out marked, across all 532 companies, newest filing first. Each row quotes or states what the filing says and links to it. A marked check is something to read in the filing. It is not a verdict on the company, and nothing here is ranked.
Inventory growing faster than revenue
- What it measures
- Whether stock is piling up relative to sales.
- When it is marked
- Inventory grew more than 10 percentage points faster than revenue, and grew.
- What it does not mean
- May be a planned build ahead of a product launch or a supply-chain change.
53 flags of this kind.
Nov 10, 2026
1 flag · 10-Ks filed this day!
SWKS
Skyworks Solutions
Inventory growing faster than revenue
Inventory +41.8% vs revenue -3.1% (+44.9 pts)
Nov 4, 2026
1 flag · 10-Ks filed this day!
Nov 3, 2026
1 flag · 10-Ks filed this day!
AAPL
Apple Inc.
Inventory growing faster than revenue
Inventory +154.3% vs revenue +15.1% (+139.2 pts)
Oct 23, 2026
1 flag · 10-Ks filed this day!
Sep 29, 2026
1 flag · 10-Ks filed this day!
Sep 2, 2026
1 flag · 10-Ks filed this day!
Aug 31, 2026
1 flag · 10-Ks filed this day!
SMCI
Supermicro
Inventory growing faster than revenue
Inventory +175.5% vs revenue +77.8% (+97.7 pts)
Aug 14, 2026
1 flag · 10-Ks filed this day!
COHR
Coherent Corp.
Inventory growing faster than revenue
Inventory +79.5% vs revenue +22.5% (+57.0 pts)
Jul 29, 2026
1 flag · 10-Ks filed this day!
Mar 25, 2026
1 flag · 10-Ks filed this day!
Mar 17, 2026
1 flag · 10-Ks filed this day!
LULU
Lululemon Athletica
Inventory growing faster than revenue
Inventory +17.9% vs revenue +4.9% (+13.1 pts)
Mar 16, 2026
1 flag · 10-Ks filed this day!
DELL
Dell Technologies
Inventory growing faster than revenue
Inventory +55.4% vs revenue +18.8% (+36.6 pts)
Mar 2, 2026
1 flag · 10-Ks filed this day!
WYNN
Wynn Resorts
Inventory growing faster than revenue
Inventory +16.8% vs revenue +0.1% (+16.6 pts)
Feb 27, 2026
3 flags · 10-Ks filed this day!
STLD
Steel Dynamics
Inventory growing faster than revenue
Inventory +20.1% vs revenue +3.6% (+16.4 pts)
!
!
IFF
International Flavors & Fragrances
Inventory growing faster than revenue
Inventory +5.3% vs revenue -5.2% (+10.4 pts)
Feb 26, 2026
2 flags · 10-Ks filed this day!
!
MPC
Marathon Petroleum
Inventory growing faster than revenue
Inventory +5.9% vs revenue -4.4% (+10.3 pts)
Feb 25, 2026
2 flags · 10-Ks filed this day!
!
Feb 24, 2026
2 flags · 10-Ks filed this day!
KDP
Keurig Dr Pepper
Inventory growing faster than revenue
Inventory +33.4% vs revenue +8.2% (+25.3 pts)
!
CVX
Chevron Corporation
Inventory growing faster than revenue
Inventory +7.0% vs revenue -6.8% (+13.8 pts)
Feb 23, 2026
1 flag · 10-Ks filed this day!
WAT
Waters Corporation
Inventory growing faster than revenue
Inventory +19.9% vs revenue +7.0% (+12.9 pts)
Feb 20, 2026
2 flags · 10-Ks filed this day!
!
Feb 19, 2026
7 flags · 10-Ks filed this day!
TRGP
Targa Resources
Inventory growing faster than revenue
Inventory +28.4% vs revenue +3.9% (+24.5 pts)
!
!
PWR
Quanta Services
Inventory growing faster than revenue
Inventory +42.4% vs revenue +20.3% (+22.0 pts)
!
NXPI
NXP Semiconductors
Inventory growing faster than revenue
Inventory +9.4% vs revenue -2.7% (+12.1 pts)
!
FIX
Comfort Systems USA
Inventory growing faster than revenue
Inventory +41.9% vs revenue +29.5% (+12.4 pts)
!
BG
Bunge Global
Inventory growing faster than revenue
Inventory +103.3% vs revenue +32.4% (+70.9 pts)
!
BALL
Ball Corporation
Inventory growing faster than revenue
Inventory +36.3% vs revenue +11.6% (+24.7 pts)
Feb 18, 2026
1 flag · 10-Ks filed this day!
Feb 17, 2026
3 flags · 10-Ks filed this day!
WST
West Pharmaceutical Services
Inventory growing faster than revenue
Inventory +17.7% vs revenue +6.3% (+11.5 pts)
!
LII
Lennox International
Inventory growing faster than revenue
Inventory +35.1% vs revenue -2.7% (+37.9 pts)
!
Feb 13, 2026
2 flags · 10-Ks filed this day!
!
VRTX
Vertex Pharmaceuticals
Inventory growing faster than revenue
Inventory +39.9% vs revenue +8.9% (+31.0 pts)
Feb 12, 2026
3 flags · 10-Ks filed this day!
PCG
PG&E Corporation
Inventory growing faster than revenue
Inventory +44.2% vs revenue +2.1% (+42.1 pts)
!
MSI
Motorola Solutions
Inventory growing faster than revenue
Inventory +28.3% vs revenue +8.0% (+20.3 pts)
!
Feb 11, 2026
2 flags · 10-Ks filed this day!
TMUS
T-Mobile US
Inventory growing faster than revenue
Inventory +49.7% vs revenue +8.5% (+41.2 pts)
!
Feb 10, 2026
2 flags · 10-Ks filed this day!
!
Feb 6, 2026
1 flag · 10-Ks filed this day!
PM
Philip Morris International
Inventory growing faster than revenue
Inventory +21.4% vs revenue +7.3% (+14.1 pts)
Feb 5, 2026
1 flag · 10-Ks filed this day!
CARR
Carrier Global
Inventory growing faster than revenue
Inventory +8.0% vs revenue -3.3% (+11.3 pts)
Feb 4, 2026
1 flag · 10-Ks filed this day!
GEHC
GE HealthCare
Inventory growing faster than revenue
Inventory +15.2% vs revenue +4.8% (+10.4 pts)
Jan 29, 2026
1 flag · 10-Ks filed this day!
Jan 28, 2026
1 flag · 10-Ks filed this day!
URI
United Rentals
Inventory growing faster than revenue
Inventory +20.0% vs revenue +4.9% (+15.1 pts)
Jan 23, 2026
1 flag · 10-Ks filed this day!
SLB
Schlumberger
Inventory growing faster than revenue
Inventory +15.0% vs revenue -1.6% (+16.6 pts)
Dec 18, 2025
1 flag · 10-Ks filed this day!
DE
Deere & Company
Inventory growing faster than revenue
Inventory +4.4% vs revenue -11.7% (+16.1 pts)
Nov 14, 2025
1 flag · 10-Ks filed this day!
How each check works
what it measures, the threshold, what it does not mean
| Check | What it measures | When it is marked | What it does not mean |
|---|---|---|---|
| Receivables growing faster than revenue | Whether customers owe more, relative to sales, than a year ago. | Receivables grew more than 10 percentage points faster than revenue, and grew. | Not proof that revenue is overstated. A large deal at year end, longer payment terms or an acquisition can do the same. |
| Cash from operations lower than net income | Whether reported profit is backed by cash from the business. | Cash from operations is below net income. Not computed for banks and other financial companies. | Common in fast-growing or seasonal companies. It is a question to ask, not a failure. |
| Inventory growing faster than revenue | Whether stock is piling up relative to sales. | Inventory grew more than 10 percentage points faster than revenue, and grew. | May be a planned build ahead of a product launch or a supply-chain change. |
| Auditor change | Whether the company changed its auditor. | An 8-K item 4.01 in the last 2 years, or a different auditor name in the two latest 10-Ks. | Often routine: rotation, a tender, or an audit firm merger. |
| Going concern language | Whether the 10-K states substantial doubt about continuing as a going concern. | A sentence to that effect is found in the 10-K text. Quoted as filed. | The wording is the company's, not our estimate. It can also appear in a sentence saying the doubt was removed. |
| Restatement (8-K item 4.02) | Whether the company said earlier financial statements should no longer be relied on. | An 8-K item 4.02 in the last 2 years. | Some restatements are small and do not change the picture. |
| Late filing notice | Whether the company asked for more time to file a 10-K or 10-Q. | An NT 10-K or NT 10-Q in the last 2 years. | Delays can be technical and one-off. |
| Critical audit matters changed | Which topics the auditor singled out as most difficult, and whether they changed. | A matter is new in the latest 10-K compared with the one before. | A new matter shows where the auditor spent its effort, not that something is wrong. |
| Material weakness in internal control | Whether the 10-K concludes that internal control over financial reporting was not effective because of a material weakness. | A sentence in the 10-K text concludes that controls were not effective because of a material weakness, quoted as filed. Sentences that say there is none, that one could occur, or that an earlier one was fixed are not marked. | It is the company's or the auditor's own wording, not our estimate. Many are about one account or process and are fixed within a year. It does not say the numbers are wrong. |
| Material impairment (8-K item 2.06) | Whether the company told the SEC it expects a material charge for impaired assets, such as goodwill. | An 8-K item 2.06 in the last 2 years. | A non-cash write-down. It says an earlier value was too high, not that the business is failing or that cash ran out. |
| Bankruptcy (8-K item 1.03) | Whether the company filed for bankruptcy or receivership. | An 8-K item 1.03 in the last 2 years. | The filing is the company's own and is a fact. It does not say what shareholders will get or whether the business continues. |
The 10-point threshold is our choice, not an academic result. Every check cites the filing and the line items it used.