| Stage | ALLE | % of rev | ARLO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.2B | 100.00% | $156M | 100.00% | ALLE ×7.52 |
| Gross profit | $548M | 46.75% | $75M | 48.23% | ARLO +1.5pp |
| Operating income | $285M | 24.27% | $2M | 1.57% | ALLE +22.7pp |
| Pre-tax income | $268M | 22.84% | $3M | 2.22% | ALLE +20.6pp |
| Net income | $221M | 18.84% | $3M | 1.94% | ALLE +16.9pp |
| Stage | ALLE | ARLO | Gap · A − B |
|---|---|---|---|
| Revenue | $1.2B100.00% | $156M100.00% | ALLE ×7.52 |
| Gross profit | 46.75%$548M | 48.23%$75M | ARLO +1.5pp |
| Operating income | 24.27%$285M | 1.57%$2M | ALLE +22.7pp |
| Pre-tax income | 22.84%$268M | 2.22%$3M | ALLE +20.6pp |
| Net income |
| 18.84%$221M |
| 1.94%$3M |
| ALLE +16.9pp |
None
No disclosed counterparties: ALLE.