| Stage | LRCX | % of rev | VECO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $8.2B | 100.00% | $209M | 100.00% | LRCX ×39.26 |
| Gross profit | $4.3B | 52.30% | $80M | 38.39% | LRCX +13.9pp |
| Operating income | $3.3B | 39.95% | $14M | 6.73% | LRCX +33.2pp |
| Pre-tax income | $3.3B | 40.30% | $16M | 7.59% | LRCX +32.7pp |
| Net income | $2.8B | 33.50% | $14M | 6.51% | LRCX +27.0pp |
| Stage | LRCX | VECO | Gap · A − B |
|---|---|---|---|
| Revenue | $8.2B100.00% | $209M100.00% | LRCX ×39.26 |
| Gross profit | 52.30%$4.3B | 38.39%$80M | LRCX +13.9pp |
| Operating income | 39.95%$3.3B | 6.73%$14M | LRCX +33.2pp |
| Pre-tax income | 40.30%$3.3B | 7.59%$16M | LRCX +32.7pp |
| Net income |
| 33.50%$2.8B |
| 6.51%$14M |
| LRCX +27.0pp |
No shared counterparties.