| Stage | ROL | % of rev | ABNB | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.1B | 100.00% | $3.6B | 100.00% | ABNB ×3.31 |
| Gross profit | $1.1B | 100.00% | $3.0B | 82.46% | ROL +17.5pp |
| Operating income | $223M | 20.45% | $758M | 21.01% | ABNB +0.6pp |
| Pre-tax income | $213M | 19.51% | $897M | 24.86% | ABNB +5.4pp |
| Net income | $158M | 14.49% | $816M | 22.62% | ABNB +8.1pp |
| Stage | ROL | ABNB | Gap · A − B |
|---|---|---|---|
| Revenue | $1.1B100.00% | $3.6B100.00% | ABNB ×3.31 |
| Gross profit | 100.00%$1.1B | 82.46%$3.0B | ROL +17.5pp |
| Operating income | 20.45%$223M | 21.01%$758M | ABNB +0.6pp |
| Pre-tax income | 19.51%$213M | 24.86%$897M | ABNB +5.4pp |
| Net income |
| 14.49%$158M |
| 22.62%$816M |
| ABNB +8.1pp |
No disclosed counterparties: ROL, ABNB.