| Stage | ACMR | % of rev | LRCX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $293M | 100.00% | $8.2B | 100.00% | LRCX ×28.06 |
| Gross profit | $135M | 45.96% | $4.3B | 52.30% | LRCX +6.3pp |
| Operating income | $50M | 16.98% | $3.3B | 39.95% | LRCX +23.0pp |
| Pre-tax income | $136M | 46.33% | $3.3B | 40.30% | ACMR +6.0pp |
| Net income | $122M | 41.74% | $2.8B | 33.50% | ACMR +8.2pp |
| Stage | ACMR | LRCX | Gap · A − B |
|---|---|---|---|
| Revenue | $293M100.00% | $8.2B100.00% | LRCX ×28.06 |
| Gross profit | 45.96%$135M | 52.30%$4.3B | LRCX +6.3pp |
| Operating income | 16.98%$50M | 39.95%$3.3B | LRCX +23.0pp |
| Pre-tax income | 46.33%$136M | 40.30%$3.3B | ACMR +6.0pp |
| Net income |
| 41.74%$122M |
| 33.50%$2.8B |
| ACMR +8.2pp |
None
No disclosed counterparties: ACMR.