| Stage | D | % of rev | DUK | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $5.6B | 100.00% | $7.6B | 100.00% | DUK ×1.35 |
| Gross profit | $2.8B | 49.81% | $4.2B | 54.82% | DUK +5.0pp |
| Operating income | $1.8B | 32.79% | $2.0B | 26.99% | D +5.8pp |
| Pre-tax income | $1.5B | 26.53% | $1.3B | 17.19% | D +9.3pp |
| Net income | $1.3B | 22.68% | $1.1B | 15.08% | D +7.6pp |
| Stage | D | DUK | Gap · A − B |
|---|---|---|---|
| Revenue | $5.6B100.00% | $7.6B100.00% | DUK ×1.35 |
| Gross profit | 49.81%$2.8B | 54.82%$4.2B | DUK +5.0pp |
| Operating income | 32.79%$1.8B | 26.99%$2.0B | D +5.8pp |
| Pre-tax income | 26.53%$1.5B | 17.19%$1.3B | D +9.3pp |
| Net income |
| 22.68%$1.3B |
| 15.08%$1.1B |
| D +7.6pp |
D · ASPN 10-KMar 13 '26
“Our products are in use at facilities operated by PTT LNG, ExxonMobil, and Dominion Energy, among others.”
DUK · ASPN 10-KMar 13 '26
“Our products are currently used at facilities owned and operated by NextEra Energy Resources, Southern Company, and Duke Energy, among others.”
D · PRIM 10-KFeb 24 '26
“Our customers include many of the leading energy and utility companies in the United States, such as; Xcel Energy, Pacific Gas & Electric, Southern California Gas, Oncor Electric, Duke Energy, Sempra Energy, Williams, Hecate Energy, Consumers Energy, Dominion, Valero, D.E. Shaw Renewable Investments, Entergy, Florida Power and Light, Intersect Power, Avantus, ExxonMobil, and Enterprise Pipeline as well as the Texas Department of Transportation and the Louisiana Department of Transportation and Development.”
DUK · PRIM 10-KFeb 24 '26
“Our customers include many of the leading energy and utility companies in the United States, such as; Xcel Energy, Pacific Gas & Electric, Southern California Gas, Oncor Electric, Duke Energy, Sempra Energy, Williams, Hecate Energy, Consumers Energy, Dominion, Valero, D.E. Shaw Renewable Investments, Entergy, Florida Power and Light, Intersect Power, Avantus, ExxonMobil, and Enterprise Pipeline as well as the Texas Department of Transportation and the Louisiana Department of Transportation and Development.”