| Stage | LFUS | % of rev | VMI | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $767M | 100.00% | $1.1B | 100.00% | VMI ×1.44 |
| Gross profit | $319M | 41.55% | $331M | 30.02% | LFUS +11.5pp |
| Operating income | $153M | 20.00% | $173M | 15.66% | LFUS +4.3pp |
| Pre-tax income | $150M | 19.59% | $163M | 14.79% | LFUS +4.8pp |
| Net income | $115M | 15.05% | $121M | 11.00% | LFUS +4.0pp |
| Stage | LFUS | VMI | Gap · A − B |
|---|---|---|---|
| Revenue | $767M100.00% | $1.1B100.00% | VMI ×1.44 |
| Gross profit | 41.55%$319M | 30.02%$331M | LFUS +11.5pp |
| Operating income | 20.00%$153M | 15.66%$173M | LFUS +4.3pp |
| Pre-tax income | 19.59%$150M | 14.79%$163M | LFUS +4.8pp |
| Net income |
| 15.05%$115M |
| 11.00%$121M |
| LFUS +4.0pp |
No shared counterparties.