| Stage | NCLH | % of rev | SDRL | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $2.9B | 100.00% | $449M | 100.00% | NCLH ×6.56 |
| Gross profit | $1.3B | 43.41% | $215M | 47.88% | SDRL +4.5pp |
| Operating income | $624M | 21.19% | $72M | 16.04% | NCLH +5.1pp |
| Pre-tax income | $485M | 16.45% | $41M | 9.13% | NCLH +7.3pp |
| Net income | $491M | 16.68% | $29M | 6.46% | NCLH +10.2pp |
| Stage | NCLH | SDRL | Gap · A − B |
|---|---|---|---|
| Revenue | $2.9B100.00% | $449M100.00% | NCLH ×6.56 |
| Gross profit | 43.41%$1.3B | 47.88%$215M | SDRL +4.5pp |
| Operating income | 21.19%$624M | 16.04%$72M | NCLH +5.1pp |
| Pre-tax income | 16.45%$485M | 9.13%$41M | NCLH +7.3pp |
| Net income |
| 16.68%$491M |
| 6.46%$29M |
| NCLH +10.2pp |
None
No disclosed counterparties: NCLH.