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Example: Manufacturing · Reigate Precision Works Change example

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Reigate Precision Works

April 2026Month and year-to-date resultsPrepared May 21, 2026

The analyst's lead note

Finished-goods inventory days rose to 84 from 79 — the delayed Reigate assembly run pushed $186K of completed units into inventory ahead of the June ship date. Raw-materials and WIP held flat, so this is a finished-goods timing build, not a demand miss.

April 2026: shipment revenue $910 K, gross profit $345.8 K, operating result $78 K.

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Revenue

$910 K

2.0%vs Mar 26 26.5%vs Apr 25

Gross profit

$345.8 K

2.0%vs Mar 26 26.5%vs Apr 25

Operating expense

$267.8 K

0.7%vs Mar 26 8.2%vs Apr 25

Operating result

$78 K

6.8%vs Mar 26 201.5%vs Apr 25

Ending cash

$604 K

14.8%vs Mar 26 $295 K13-week low

2 figures confirmed 1 note sent to you How this was checked

Revenue by closed month Mar 2025 – Apr 2026

$910 K

Cash: closed months and the next 13 weeks Closed months 13-week forecast Low point, week 6 · $295 K

Profit and loss

April 2026 against the prior month

Line	Apr 26	Mar 26	Change
Revenue	$910,000	$892,349	2.0%
Cost of revenue	$564,200	$553,256	2.0%
Gross profit	$345,800	$339,093	2.0%
Operating expense	$267,800	$266,046	0.7%
Operating profit/(loss)	$78,000	$73,047	6.8%

From Mar 26 to this month's operating result Mar 26 $73,047 Actual $78,000

Revenue +$17,651

Cost of revenue −$10,944

Operating expense −$1,754

YTD revenue$3,535,458

YTD direct costs$2,191,984

YTD OpEx$1,060,721

YTD result$282,753

How this was checked

Every money and percent figure in the AI-written notes is checked against the stored plan and actual values. A figure without a stored source, and a note the second AI disagreed with, comes to you instead of shipping.

2figures checked

2figures confirmed

1note sent to you

Evidence Matched

Finished-goods inventory days rose to 84 from 79 — the delayed Reigate assembly run pushed $186K of completed units into inventory ahead of the June ship date. Raw-materials and WIP held flat, so this is a finished-goods timing build, not a demand miss.

No stored figures to match — source citations checked
Evidence Sent to you

Steel input cost ran 4% above the Q1 plan in April — the Hadley-mill surcharge hit two POs. The worker scored it a one-month spike; the supervisor saw a trend forming across the March-April POs, so it routed to your inbox to decide whether to reprice the standard cost.

The second AI disagreed — routed to you for the call
Gross margin Matched

Gross margin held at 38.0% vs the 36.5% Q1 plan — the new CNC cell cut machine-hours per part on the high-runner line, lowering direct labor in COGS despite the steel surcharge.

38.0% confirmed 36.5% confirmed

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Reigate Precision Works

Profit and loss

How this was checked

Inside this sample

Management report

Variance read

13-week cash

Monthly investor update

Excel workbook

Plan

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