| Stage | HUBB | % of rev | OLED | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.9B | 100.00% | $160M | 100.00% | HUBB ×11.67 |
| Gross profit | $688M | 36.75% | $117M | 73.15% | OLED +36.4pp |
| Operating income | $409M | 21.83% | $54M | 33.48% | OLED +11.6pp |
| Pre-tax income | $345M | 18.44% | $99M | 61.81% | OLED +43.4pp |
| Net income | $265M | 14.13% | $79M | 49.21% | OLED +35.1pp |
| Stage | HUBB | OLED | Gap · A − B |
|---|---|---|---|
| Revenue | $1.9B100.00% | $160M100.00% | HUBB ×11.67 |
| Gross profit | 36.75%$688M | 73.15%$117M | OLED +36.4pp |
| Operating income | 21.83%$409M | 33.48%$54M | OLED +11.6pp |
| Pre-tax income | 18.44%$345M | 61.81%$99M | OLED +43.4pp |
| Net income |
| 14.13%$265M |
| 49.21%$79M |
| OLED +35.1pp |
None
No disclosed counterparties: HUBB.