| Stage | AMAT | % of rev | AMD | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $9.1B | 100.00% | $11.5B | 100.00% | AMD ×1.27 |
| Gross profit | $4.6B | 50.31% | $6.2B | 53.77% | AMD +3.5pp |
| Operating income | $3.1B | 33.74% | $2.0B | 17.25% | AMAT +16.5pp |
| Pre-tax income | $2.9B | 31.89% | $2.6B | 22.11% | AMAT +9.8pp |
| Net income | $2.5B | 27.84% | $2.3B | 19.91% | AMAT +7.9pp |
| Stage | AMAT | AMD | Gap · A − B |
|---|---|---|---|
| Revenue | $9.1B100.00% | $11.5B100.00% | AMD ×1.27 |
| Gross profit | 50.31%$4.6B | 53.77%$6.2B | AMD +3.5pp |
| Operating income | 33.74%$3.1B | 17.25%$2.0B | AMAT +16.5pp |
| Pre-tax income | 31.89%$2.9B | 22.11%$2.6B | AMAT +9.8pp |
| Net income |
| 27.84%$2.5B |
| 19.91%$2.3B |
| AMAT +7.9pp |
No shared counterparties.