| Stage | AMAT | % of rev | KLAC | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $9.1B | 100.00% | $4.1B | 100.00% | AMAT ×2.20 |
| Gross profit | $4.6B | 50.31% | $2.6B | 61.85% | KLAC +11.5pp |
| Operating income | $3.1B | 33.74% | $1.9B | 45.01% | KLAC +11.3pp |
| Pre-tax income | $2.9B | 31.89% | $1.8B | 44.10% | KLAC +12.2pp |
| Net income | $2.5B | 27.84% | $1.5B | 37.44% | KLAC +9.6pp |
| Stage | AMAT | KLAC | Gap · A − B |
|---|---|---|---|
| Revenue | $9.1B100.00% | $4.1B100.00% | AMAT ×2.20 |
| Gross profit | 50.31%$4.6B | 61.85%$2.6B | KLAC +11.5pp |
| Operating income | 33.74%$3.1B | 45.01%$1.9B | KLAC +11.3pp |
| Pre-tax income | 31.89%$2.9B | 44.10%$1.8B | KLAC +12.2pp |
| Net income |
| 27.84%$2.5B |
| 37.44%$1.5B |
| KLAC +9.6pp |