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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Earnings history

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

Desk News Calendar Saved

Earnings history

last 4 reports each · paired by recencyMethod ›

ACLS

1 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 5 '26±12.6%▼−2.32%×0.18

Aug 6 '26±16.4%▼−0.01%×0.00

May 8 '26±11.2%▲+2.75%×0.25

Feb 18 '26±8.0%▼−16.74%×2.09

LRCX

2 of 4at or beyond implied

Reportimpliedrealized× implied

Oct 22 '26±6.0%▼−11.76%×1.97

Jul 30 '26±7.8%▲+17.98%×2.31

= impliedACLS realized, solidLRCX realized, hatchedOne scale, both sides: full bar = 18%× = |realized| ÷ impliedSource: market data

Apr 23 '26

±6.0%

▼−2.63%

×0.43

Jan 29 '26±6.2%▲+3.59%×0.58

ACLSAxcelis Technologies Inc

99.97▲+11.07%· post 99.95

Mkt cap$3.1BRevenue$238MQ3 FY26Revenue$839MFY25

LRCXLAM Research Corp

200.41▲+8.21%· post 201.25

ClosedNov 6 '26

Mkt cap$250.4BRevenue$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

$3.1B

Mkt cap

$250.4B

Q3 FY26$238M

Revenue

$8.2BQ1 FY27

FY25$839M

Revenue

$23.2BFY26

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