| Stage | LRCX | % of rev | ACLS | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $8.2B | 100.00% | $215M | 100.00% | LRCX ×38.20 |
| Gross profit | $4.3B | 52.30% | $91M | 42.38% | LRCX +9.9pp |
| Operating income | $3.3B | 39.95% | $20M | 9.43% | LRCX +30.5pp |
| Pre-tax income | $3.3B | 40.30% | $25M | 11.78% | LRCX +28.5pp |
| Net income | $2.8B | 33.50% | $23M | 10.82% | LRCX +22.7pp |
| Stage | LRCX | ACLS | Gap · A − B |
|---|---|---|---|
| Revenue | $8.2B100.00% | $215M100.00% | LRCX ×38.20 |
| Gross profit | 52.30%$4.3B | 42.38%$91M | LRCX +9.9pp |
| Operating income | 39.95%$3.3B | 9.43%$20M | LRCX +30.5pp |
| Pre-tax income | 40.30%$3.3B | 11.78%$25M | LRCX +28.5pp |
| Net income |
| 33.50%$2.8B |
| 10.82%$23M |
| LRCX +22.7pp |
No shared counterparties.