FFilingSight

Verizon Communications (VZ) 10-K Red Flags

Risk signals extracted deterministically from Verizon Communications’s SEC 10-K/10-Q XBRL filings — no LLM, every finding cites the underlying data.

Detected red flags (11)

  • Operating cash flow exceeds net income: OCF is 2.16x net income, indicating high earnings quality — cash conversion is strong and accruals are not inflating reported profits.
  • NEW: Restructuring: Restructuring appears in recent filings but not in the prior 24-month period. Monitor for materiality.
  • NEW: Off-balance sheet arrangements: Off-balance sheet arrangements appears in recent filings but not in the prior 24-month period. Monitor for materiality.
  • Endogenous analysis: 1 positive signal(s) versus 0 risk signal(s). The filing exhibits more constructive indicators than concerns, though individual risk factors should still be monitored.
  • 6 new XBRL disclosure(s) in latest filing — expanding reporting scope.
  • 20 disclosure(s) dropped from prior year — reduced reporting granularity.
  • 2 new risk-language term(s) detected in filing text: Restructuring, Off-balance sheet arrangements.
  • Revenue grew **+2.5%** YoY to $138.19B.
  • 5-year revenue CAGR **+0.7%**; 10y CAGR +1.0%.
  • Composite risk: Elevated.
  • Leverage debt/equity 0.89 (moderate).

Filings & ownership

  • Latest quarterly report (10-Q) filed Jul 31, 2026.
  • 9 recent 8-K material-event filings in the index.
  • Recent insider Form 4s: 0 buy vs 0 sell transactions.
  • ~10,000+ recent 13F-HR filings reference Verizon Communications; broad institutional reporting.
  • Recent filers include Axiom Investment Management LLC, SELECT EQUITY GROUP INC, SELECT EQUITY GROUP INC.
  • 14 recent 13D activist/beneficial-ownership filings — potential catalyst.
  • 6 recent 13G passive institutional ownership notices.

Full VZ analyst report

Valuation (DCF & Graham), technicals, macro exposure, risk scorecard and 13F/13D ownership.

View full report →

Not investment advice. FilingSight is an automated analytical research tool, not a registered investment advisor. Ratings and scores are quantitative analytical classifications, not buy or sell recommendations. Nothing here is personalized to your circumstances. Investing involves risk of loss — consult a licensed professional. See full disclosures.