| Stage | IBM | % of rev | KLAC | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $17.1B | 100.00% | $4.1B | 100.00% | IBM ×4.14 |
| Gross profit | $9.7B | 56.80% | $2.6B | 61.85% | KLAC +5.1pp |
| Operating income | $3.0B | 17.48% | $1.9B | 45.01% | KLAC +27.5pp |
| Pre-tax income | $2.5B | 14.60% | $1.8B | 44.10% | KLAC +29.5pp |
| Net income | $2.2B | 12.80% | $1.5B | 37.44% | KLAC +24.6pp |
| Stage | IBM | KLAC | Gap · A − B |
|---|---|---|---|
| Revenue | $17.1B100.00% | $4.1B100.00% | IBM ×4.14 |
| Gross profit | 56.80%$9.7B | 61.85%$2.6B | KLAC +5.1pp |
| Operating income | 17.48%$3.0B | 45.01%$1.9B | KLAC +27.5pp |
| Pre-tax income | 14.60%$2.5B | 44.10%$1.8B | KLAC +29.5pp |
| Net income |
| 12.80%$2.2B |
| 37.44%$1.5B |
| KLAC +24.6pp |
No shared counterparties.