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

AMATApplied Materials Inc

Mkt capRevenueRevenue

LRCXLAM Research Corp

Mkt capRevenueRevenue

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AMATApplied Materials 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 ›

AMAT

1 of 4at or beyond implied

Reportimpliedrealized× implied

Aug 14 '26±6.3%▼−5.12%×0.81

May 15 '26±6.9%▼−0.89%×0.13

Feb 13 '26±6.8%▲+8.08%×1.19

Nov 14 '25±5.1%▲+1.25%×0.25

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

= impliedAMAT 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

AMATApplied Materials Inc

332.77▲+4.23%· post 334.50

Mkt cap$264.0BRevenue$9.1BQ3 FY26Revenue$28.4BFY25

LRCXLAM Research Corp

200.41▲+8.21%· post 201.25

ClosedNov 6 '26

Mkt cap$250.4BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

Compare

ClosedNov 6 '26

AMATApplied Materials Inc

LRCXLAM Research Corp

332.77▲+4.23%post 334.50

Price

200.41▲+8.21%post 201.25

$264.0B

Mkt cap

$250.4B

Q3 FY26$9.1B

Revenue

$8.2BQ1 FY27

FY25$28.4B

Revenue

$23.2BFY26

AMAT332.77▲+4.23%vsLRCX200.41▲+8.21%ClosedNov 6 '26