| Stage | ASYS | % of rev | LRCX | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $22M | 100.00% | $8.2B | 100.00% | LRCX ×367.22 |
| Gross profit | $11M | 50.01% | $4.3B | 52.30% | LRCX +2.3pp |
| Operating income | $2M | 9.86% | $3.3B | 39.95% | LRCX +30.1pp |
| Pre-tax income | $2M | 10.16% | $3.3B | 40.30% | LRCX +30.1pp |
| Net income | $2M | 7.41% | $2.8B | 33.50% | LRCX +26.1pp |
| Stage | ASYS | LRCX | Gap · A − B |
|---|---|---|---|
| Revenue | $22M100.00% | $8.2B100.00% | LRCX ×367.22 |
| Gross profit | 50.01%$11M | 52.30%$4.3B | LRCX +2.3pp |
| Operating income | 9.86%$2M | 39.95%$3.3B | LRCX +30.1pp |
| Pre-tax income | 10.16%$2M | 40.30%$3.3B | LRCX +30.1pp |
| Net income |
| 7.41%$2M |
| 33.50%$2.8B |
| LRCX +26.1pp |
None
No disclosed counterparties: ASYS.