| Stage | ARLO | % of rev | ORN | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $156M | 100.00% | $256M | 100.00% | ORN ×1.64 |
| Gross profit | $75M | 48.23% | $33M | 12.94% | ARLO +35.3pp |
| Operating income | $2M | 1.57% | $9M | 3.33% | ORN +1.8pp |
| Pre-tax income | $3M | 2.22% | $6M | 2.29% | ORN +0.1pp |
| Net income | $3M | 1.94% | $5M | 2.14% | ORN +0.2pp |
| Stage | ARLO | ORN | Gap · A − B |
|---|---|---|---|
| Revenue | $156M100.00% | $256M100.00% | ORN ×1.64 |
| Gross profit | 48.23%$75M | 12.94%$33M | ARLO +35.3pp |
| Operating income | 1.57%$2M | 3.33%$9M | ORN +1.8pp |
| Pre-tax income | 2.22%$3M | 2.29%$6M | ORN +0.1pp |
| Net income |
| 1.94%$3M |
| 2.14%$5M |
| ORN +0.2pp |
No shared counterparties.