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This document is the quarterly financial report for Kontoor Brands, Inc. for the period ended June 28, 2025, detailing financial performance including revenues, expenses, and company operations, along

How to fill out form 10-q

How to fill out form 10-q

1. Obtain the latest version of Form 10-Q from the SEC's website or your company's investor relations site.
2. Begin with the cover page, filling in the company name, trading symbol, fiscal year-end date, and the filing date.
3. Complete Item 1 - Financial Statements, providing the required balance sheets and income statements.
4. Fill out Item 2 - Management's Discussion and Analysis (MD&A) to provide insights on financial condition and results of operations.
5. Address Item 3 - Quantitative and Qualitative Disclosures about Market Risk if applicable.
6. Complete Item 4 - Controls and Procedures, reporting on the effectiveness of internal control over financial reporting.
7. Provide the required disclosures in Item 5 - Other Information regarding legal proceedings or risks.
8. Sign and date the form as necessary, ensuring that it is completed by an authorized officer.
9. File the completed Form 10-Q electronically through the SEC's EDGAR system.

Who needs form 10-q?

1. Publicly traded companies that are required to provide ongoing financial disclosures to the SEC.
2. Investors who seek updated financial information to evaluate a company's performance.
3. Analysts and financial institutions that need comprehensive data for research and investment decisions.

Form 10-Q Form: A Comprehensive How-to Guide

Understanding the Form 10-Q

Form 10-Q is a comprehensive financial report that public companies must submit to the Securities and Exchange Commission (SEC) on a quarterly basis. This form provides key insights into a company’s financial health and operational performance. Unlike the annual Form 10-K, the 10-Q is filed three times a year (excluding the final quarter), giving stakeholders timely updates between the more extensive reports.

The primary purpose of the Form 10-Q is to keep investors, analysts, and the general public informed about a company's ongoing financial situation. This transparency is essential for fostering trust and enabling informed investment decisions. Furthermore, the Form 10-Q contributes to the broader goals of market stability and investor protection by ensuring that all market participants have access to the same information.

Public companies—those listed on stock exchanges—are required to file a Form 10-Q. Their financial reporting obligations to the SEC signal their commitment to maintaining transparency and accountability, which is crucial in the competitive business environment.

Key components of a Form 10-Q

A Form 10-Q consists of core financial statements and qualitative information. Key components include:

• Balance Sheet: This statement reflects the company's assets, liabilities, and equity at a given point in time, providing a snapshot of financial stability.
• Income Statement: This summarizes the company's revenues, expenses, and profits or losses over the reporting period, revealing operational efficiency.
• Cash Flow Statement: This shows the inflow and outflow of cash, highlighting the company’s liquidity and cash management practices.
• Management’s Discussion and Analysis (MD&A): This section provides qualitative insights from management about the company’s financial performance, trends, and future outlook.
• Risk Factors and Qualitative Information: Companies must outline significant risks that might affect their financial outlook, ensuring investors are aware of potential downsides.
• Legal Proceedings and Controls: Any ongoing legal issues and the effectiveness of internal controls must be disclosed to provide clarity on the company's operational environment.
• Exhibits and Other Supplemental Information: Additional documentation or templates that support the information presented in the Form 10-Q.

Detailed breakdown of Form 10-Q items

Form 10-Q is divided into distinct items that present diverse aspects of a company’s operations and finances. Understanding these items is vital for stakeholders. The required items include:

• Item 1: Financial Statements - Essential financial data for the current quarter.
• Item 1A: Risk Factors - Major risks that could impact business performance.
• Item 2: Management’s Discussion and Analysis - Insights into financial results, including trends and future projections.
• Item 3: Quantitative and Qualitative Disclosures about Market Risk - Analysis of market risks that the company faces.
• Item 4: Controls and Procedures - Discussion on the effectiveness of internal controls over financial reporting.
• Item 5: Other Information - Any additional material dissemination, which may include changes in management or stock transactions.
• Item 6: Exhibits - Supporting documentation and disclosures that complement the financial statements.

Each item offers pivotal insights into the company’s health, illuminating various facets from financial performance to management's perspective and potential risks, thus serving the interests of investors and analysts. A thorough understanding of these segments is essential for making knowledgeable investment decisions.

Step-by-step guide to completing a Form 10-Q

Filing a Form 10-Q involves meticulous preparation and organization. Here's a step-by-step guide to streamline the process:

• Preparation Before Filing: Gather all necessary financial data, personalizing your financial sheets based on the specific reporting period.
• Filling Out the Form 10-Q: Use easily editable formats for reporting and focus on areas that typically warrant further explanation or detail.
• Common Mistakes to Avoid: Ensure accuracy and consistency in financial data, double-checking for any typographical errors or misalignments.

Proper preparation minimizes errors and ensures compliance with SEC regulations, thus enhancing the quality of the filing. Effective collaboration on these documents can significantly alleviate workload and inform decision-making across teams.

Filing and submission process

Filing a Form 10-Q with the SEC involves a clear step-by-step process to ensure compliance with legal requirements. The primary method of submission is through the SEC's EDGAR system.

To file a Form 10-Q, companies must create an account on EDGAR, ensuring that all necessary data is input accurately. The option for eSignatures through sections like pdfFiller makes the editing and signing process seamless and efficient.

Confirming successful submission is critical. Post-filing, companies should check the EDGAR system to ensure that the Form 10-Q is publicly posted. Additionally, understanding filing deadlines maintains adherence to SEC requirements.

• Scheduled Dates for Quarterly Reports: Deadline is typically 40 days after the end of the fiscal quarter for large accelerators, while for smaller companies, it may extend to 45 days.
• Review Submission: Verify the 10-Q's posting on EDGAR to ensure complete transparency and compliance.

Accessing previous Form 10-Q filings

Investors and analysts frequently seek to review historical Form 10-Q filings to gauge corporate performance over time. Resources like the SEC’s EDGAR Database are invaluable for this purpose.

On the EDGAR database, you can easily search for specific companies’ filings by name or ticker symbol, providing a streamlined method for obtaining information across various reporting periods. Furthermore, many companies maintain their own investor relations websites, where previous reports are archived, enhancing accessibility.

• Use the SEC's EDGAR Database to search by company name or stock symbol for historical Form 10-Q filings.
• Explore company investor relations websites for archived financial documents.
• Utilize financial analytics tools to track filing compliance and upcoming filing deadlines.

Monitoring and managing your Form 10-Q filings

Ongoing management of Form 10-Q filings is essential for maintaining compliance and ensuring timely submission. Best practices include proper document organization and regular updates.

• Utilize pdfFiller for Document Organization: Leverage its advanced document management tools for streamlined access.
• Collaboration Features for Teams: Enhance teamwork by allowing multiple team members to collaborate on documents in real-time.
• Regular Updates and Compliance Checks: Schedule periodic reviews of 10-Q filings to ensure accuracy and adherence to regulations.

Conclusion: Mastering Form 10-Q with pdfFiller

Mastering the intricacies of the Form 10-Q can be daunting, but with tools like pdfFiller, the complexity of the filing process is greatly simplified. Its comprehensive platform allows users to seamlessly edit PDFs, incorporate eSignatures, and manage documents from any location.

pdfFiller empowers teams to collaborate efficiently on financial documents, ensuring that every aspect of the Form 10-Q is addressed thoughtfully and in compliance with SEC regulations. With the right resources and conscientious oversight, navigating the Form 10-Q filing process becomes a streamlined experience.

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What is form 10-q?

Form 10-Q is a comprehensive report filed by publicly traded companies to the U.S. Securities and Exchange Commission (SEC) on a quarterly basis. It provides a continuing view of the company's financial position during the year.

Who is required to file form 10-q?

All publicly traded companies in the United States that are required to file reports with the SEC must file Form 10-Q for each of their fiscal quarters.

How to fill out form 10-q?

Form 10-Q must be filled out by providing financial statements, management's discussion and analysis of financial condition and results of operations, and other required disclosures. Companies can use the SEC's EDGAR system to complete and file the form.

What is the purpose of form 10-q?

The primary purpose of Form 10-Q is to provide investors with an update on a company's financial performance and management's commentary on operations during the quarter.

What information must be reported on form 10-q?

Form 10-Q must include unaudited financial statements, management's discussion and analysis (MD&A), quantitative and qualitative disclosures about market risk, and disclosures about internal controls and procedures.