| Stage | CODI | % of rev | SGI | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $423M | 100.00% | $1.8B | 100.00% | SGI ×4.31 |
| Gross profit | $199M | 46.94% | $817M | 44.81% | CODI +2.1pp |
| Operating income | $32M | 7.53% | $202M | 11.06% | SGI +3.5pp |
| Pre-tax income | $3M | 0.72% | $148M | 8.11% | SGI +7.4pp |
| Net income | $24M | 5.59% | $111M | 6.07% | SGI +0.5pp |
| Stage | CODI | SGI | Gap · A − B |
|---|---|---|---|
| Revenue | $423M100.00% | $1.8B100.00% | SGI ×4.31 |
| Gross profit | 46.94%$199M | 44.81%$817M | CODI +2.1pp |
| Operating income | 7.53%$32M | 11.06%$202M | SGI +3.5pp |
| Pre-tax income | 0.72%$3M | 8.11%$148M | SGI +7.4pp |
| Net income |
| 5.59%$24M |
| 6.07%$111M |
| SGI +0.5pp |
None
No disclosed counterparties: CODI.