| Stage | LRCX | % of rev | SOTK | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $8.2B | 100.00% | $5M | 100.00% | LRCX ×1570.94 |
| Gross profit | $4.3B | 52.30% | $3M | 52.88% | SOTK +0.6pp |
| Operating income | $3.3B | 39.95% | $381,531 | 7.29% | LRCX +32.7pp |
| Pre-tax income | $3.3B | 40.30% | $498,034 | 9.52% | LRCX +30.8pp |
| Net income | $2.8B | 33.50% | $366,294 | 7.00% | LRCX +26.5pp |
| Stage | LRCX | SOTK | Gap · A − B |
|---|---|---|---|
| Revenue | $8.2B100.00% | $5M100.00% | LRCX ×1570.94 |
| Gross profit | 52.30%$4.3B | 52.88%$3M | SOTK +0.6pp |
| Operating income | 39.95%$3.3B | 7.29%$381,531 | LRCX +32.7pp |
| Pre-tax income | 40.30%$3.3B | 9.52%$498,034 | LRCX +30.8pp |
| Net income |
| 33.50%$2.8B |
| 7.00%$366,294 |
| LRCX +26.5pp |
No disclosed counterparties: SOTK.
None