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

ACLSAxcelis Technologies Inc

Mkt capRevenueRevenue

LRCXLAM Research Corp

Mkt capRevenueRevenue

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ACLSAxcelis Technologies Inc

LRCXLAM Research Corp

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

News Findings Companies A–Z Pricing Methodology Sources Corrections About Terms

Not investment advice. Not a broker-dealer. Indices shown as ETF proxies. Supply-chain data CC BY 4.0; market data not redistributable.

Listed on One’s Vibe · live-checked · Oct ’26

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only ACLS 1

—Smicunlistedcustomer

Shared 0

No shared counterparties.

Only LRCX 5

UCTTUltra Cleansupplier

ICHRIchorsupplier

VELOVelo3Dsupplier

TSMTSMCcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

1 more · LRCX chain ›

ACLSAxcelis Technologies Inc

99.97▲+11.07%· post 99.95

Mkt cap$2.8BRevenue$238MQ3 FY26Revenue$839MFY25

LRCXLAM Research Corp

200.41▲+8.21%· post 201.25

ClosedNov 6 '26

Mkt cap$231.3BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

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ClosedNov 6 '26

ACLSAxcelis Technologies Inc

LRCXLAM Research Corp

99.97▲+11.07%post 99.95

Price

200.41▲+8.21%post 201.25

$2.8B

Mkt cap

$231.3B

Q3 FY26$238M

Revenue

$8.2BQ1 FY27

FY25$839M

Revenue

$23.2BFY26

ACLS99.97▲+11.07%vsLRCX200.41▲+8.21%ClosedNov 6 '26