| Stage | LTH | % of rev | OSW | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $894M | 100.00% | $277M | 100.00% | LTH ×3.23 |
| Gross profit | $419M | 46.89% | $50M | 17.97% | LTH +28.9pp |
| Operating income | $158M | 17.68% | $30M | 10.83% | LTH +6.9pp |
| Pre-tax income | $144M | 16.10% | $29M | 10.40% | LTH +5.7pp |
| Net income | $106M | 11.92% | $28M | 10.21% | LTH +1.7pp |
| Stage | LTH | OSW | Gap · A − B |
|---|---|---|---|
| Revenue | $894M100.00% | $277M100.00% | LTH ×3.23 |
| Gross profit | 46.89%$419M | 17.97%$50M | LTH +28.9pp |
| Operating income | 17.68%$158M | 10.83%$30M | LTH +6.9pp |
| Pre-tax income | 16.10%$144M | 10.40%$29M | LTH +5.7pp |
| Net income |
| 11.92%$106M |
| 10.21%$28M |
| LTH +1.7pp |
No disclosed counterparties: OSW.
None