| Stage | NDSN | % of rev | ALLE | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $818M | 100.00% | $1.2B | 100.00% | ALLE ×1.43 |
| Gross profit | $454M | 55.49% | $548M | 46.75% | NDSN +8.7pp |
| Operating income | $223M | 27.28% | $285M | 24.27% | NDSN +3.0pp |
| Pre-tax income | $186M | 22.74% | $268M | 22.84% | ALLE +0.1pp |
| Net income | $153M | 18.69% | $221M | 18.84% | ALLE +0.1pp |
| Stage | NDSN | ALLE | Gap · A − B |
|---|---|---|---|
| Revenue | $818M100.00% | $1.2B100.00% | ALLE ×1.43 |
| Gross profit | 55.49%$454M | 46.75%$548M | NDSN +8.7pp |
| Operating income | 27.28%$223M | 24.27%$285M | NDSN +3.0pp |
| Pre-tax income | 22.74%$186M | 22.84%$268M | ALLE +0.1pp |
| Net income |
| 18.69%$153M |
| 18.84%$221M |
| ALLE +0.1pp |
No disclosed counterparties: NDSN, ALLE.