| Stage | PDFS | % of rev | ARLO | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $62M | 100.00% | $156M | 100.00% | ARLO ×2.53 |
| Gross profit | $42M | 68.95% | $75M | 48.23% | PDFS +20.7pp |
| Operating income | $5M | 8.23% | $2M | 1.57% | PDFS +6.7pp |
| Pre-tax income | $5M | 7.52% | $3M | 2.22% | PDFS +5.3pp |
| Net income | $4M | 6.94% | $3M | 1.94% | PDFS +5.0pp |
| Stage | PDFS | ARLO | Gap · A − B |
|---|---|---|---|
| Revenue | $62M100.00% | $156M100.00% | ARLO ×2.53 |
| Gross profit | 68.95%$42M | 48.23%$75M | PDFS +20.7pp |
| Operating income | 8.23%$5M | 1.57%$2M | PDFS +6.7pp |
| Pre-tax income | 7.52%$5M | 2.22%$3M | PDFS +5.3pp |
| Net income |
| 6.94%$4M |
| 1.94%$3M |
| PDFS +5.0pp |
No shared counterparties.