| Stage | STRL | % of rev | SAIA | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $1.6B | 100.00% | $956M | 100.00% | STRL ×1.64 |
| Gross profit | $377M | 24.12% | $522M | 54.59% | SAIA +30.5pp |
| Operating income | $307M | 19.62% | $125M | 13.09% | STRL +6.5pp |
| Pre-tax income | $306M | 19.55% | $125M | 13.12% | STRL +6.4pp |
| Net income | $230M | 14.69% | $94M | 9.85% | STRL +4.8pp |
| Stage | STRL | SAIA | Gap · A − B |
|---|---|---|---|
| Revenue | $1.6B100.00% | $956M100.00% | STRL ×1.64 |
| Gross profit | 24.12%$377M | 54.59%$522M | SAIA +30.5pp |
| Operating income | 19.62%$307M | 13.09%$125M | STRL +6.5pp |
| Pre-tax income | 19.55%$306M | 13.12%$125M | STRL +6.4pp |
| Net income |
| 14.69%$230M |
| 9.85%$94M |
| STRL +4.8pp |
None
No disclosed counterparties: STRL.