| Stage | ATRO | % of rev | TDG | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $260M | 100.00% | $2.7B | 100.00% | TDG ×10.54 |
| Gross profit | $87M | 33.43% | $1.6B | 59.39% | TDG +26.0pp |
| Operating income | $40M | 15.57% | $1.2B | 44.76% | TDG +29.2pp |
| Pre-tax income | $38M | 14.56% | $713M | 26.01% | TDG +11.5pp |
| Net income | $35M | 13.49% | $540M | 19.70% | TDG +6.2pp |
| Stage | ATRO | TDG | Gap · A − B |
|---|---|---|---|
| Revenue | $260M100.00% | $2.7B100.00% | TDG ×10.54 |
| Gross profit | 33.43%$87M | 59.39%$1.6B | TDG +26.0pp |
| Operating income | 15.57%$40M | 44.76%$1.2B | TDG +29.2pp |
| Pre-tax income | 14.56%$38M | 26.01%$713M | TDG +11.5pp |
| Net income |
| 13.49%$35M |
| 19.70%$540M |
| TDG +6.2pp |
ATRO 10-KMar 5 '25
“In 2024, 2023, and 2022 we had a concentration of sales to Boeing representing approximately 10.2%, 11.0%, and 11.0% of our sales, respectively.”
TDG 10-KNov 12 '25
“Our sales to manufacturers of large commercial aircraft, such as Boeing, Airbus, and related OEM suppliers, as well as manufacturers of business jets have historically experienced periodic downturns.”
ATRO 10-KMar 5 '25
“Sales to the U.S. government and its prime contractors and subcontractors represent a significant portion of our business.”
TDG 10-KNov 7 '24
“Defense sales in fiscal 2024 increased compared to fiscal 2023 at a higher rate than in recent fiscal years due to improving U.S. Government defense spend outlays.”