Earnings history

last 4 reports each · paired by recencyMethod

SLAB

1 of 4at or beyond implied

Reportimpliedrealized× implied

Aug 12 '26±1.6%−0.05%×0.06

May 6 '26±1.1%−0.79%×0.73

Feb 4 '26±8.8%+48.89%×5.56

Nov 4 '25±10.3%−0.93%×0.09

BEAM

0 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 3 '26±13.1%+1.78%×0.14

Aug 4 '26±13.3%+9.42%×0.71

May 7 '26±9.2%−2.69%×0.29

Feb 24 '26±19.4%+13.98%×0.72

= impliedSLAB realized, solidBEAM realized, hatchedOne scale, both sides: full bar = 49%× = |realized| ÷ impliedSource: market data

SLAB compared with BEAM: revenue, margins and what each company keeps, and the suppliers and customers both name