Earnings history

last 4 reports each · paired by recencyMethod

CBL

1 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 6 '26thin chain±7.5%−1.29%×0.17

Q2 FY26±5.9%+4.12%×0.69

Q1 FY26±4.9%+7.74%×1.57

Feb 13 '26±6.5%−3.63%×0.55

BDN

1 of 3at or beyond implied

Reportimpliedrealized× implied

Q3 FY26—+9.26%—

Q2 FY26±18.8%0.00%×0.00

Q1 FY26±7.9%+0.34%×0.04

Feb 4 '26±10.3%+11.70%×1.14

= impliedCBL realized, solidBDN realized, hatchedOne scale, both sides: full bar = 19%× = |realized| ÷ impliedSource: market data

CBL compared with BDN: revenue, margins and what each company keeps, and the suppliers and customers both name