| Stage | LRCX | % of rev | ACMR | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $8.2B | 100.00% | $293M | 100.00% | LRCX ×28.06 |
| Gross profit | $4.3B | 52.30% | $135M | 45.96% | LRCX +6.3pp |
| Operating income | $3.3B | 39.95% | $50M | 16.98% | LRCX +23.0pp |
| Pre-tax income | $3.3B | 40.30% | $136M | 46.33% | ACMR +6.0pp |
| Net income | $2.8B | 33.50% | $122M | 41.74% | ACMR +8.2pp |
| Stage | LRCX | ACMR | Gap · A − B |
|---|---|---|---|
| Revenue | $8.2B100.00% | $293M100.00% | LRCX ×28.06 |
| Gross profit | 52.30%$4.3B | 45.96%$135M | LRCX +6.3pp |
| Operating income | 39.95%$3.3B | 16.98%$50M | LRCX +23.0pp |
| Pre-tax income | 40.30%$3.3B | 46.33%$136M | ACMR +6.0pp |
| Net income |
| 33.50%$2.8B |
| 41.74%$122M |
| ACMR +8.2pp |
No disclosed counterparties: ACMR.
None