Revenue flow

Margins

Stage	OPTX	% of rev	KLAC	% of rev	Gap · A − B
Revenue	$8M	100.00%	$4.1B	100.00%	KLAC ×499.89
Gross profit	$2M	25.90%	$2.6B	61.85%	KLAC +36.0pp
Operating income	$321,388	3.88%	$1.9B	45.01%	KLAC +41.1pp
Pre-tax income	$256,237	3.10%	$1.8B	44.10%	KLAC +41.0pp
Net income	$256,237	3.10%	$1.5B	37.44%	KLAC +34.3pp

Stage	OPTX	KLAC	Gap · A − B
Revenue	$8M100.00%	$4.1B100.00%	KLAC ×499.89
Gross profit	25.90%$2M	61.85%$2.6B	KLAC +36.0pp
Operating income	3.88%$321,388	45.01%$1.9B	KLAC +41.1pp
Pre-tax income	3.10%$256,237	44.10%$1.8B	KLAC +41.0pp