KLAC compared with AMAT: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
Track KLAC
Watchlist prices, news filtered to it, and its next report on your desk.
Comparison · two companies, one scale
Watchlist prices, news filtered to it, and its next report on your desk.
Sign in to keep this comparison. A saved view records which companies, and which reading of them, then draws it again against a live tape whenever you open it.
Sign inThe shared column is the reading: companies both sides name in their own filings. KLAC names 3 counterparties, AMAT names 4, and none appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
No counterparty appears in both companies' filings. KLAC names 3 and AMAT names 4, and the two lists do not meet.
Two filed statements on one plate. Each side is drawn as a share of its own revenue, so band length reads as margin, never as company size. KLAC keeps 37.3¢ of every revenue dollar to AMAT's 27.8¢. By revenue, AMAT's quarter is 2.5× KLAC's, a fact this drawing states rather than draws.
Standardized lines from each company's own filing, except KLAC, derived from the annual figures. The two quarters end 26 days apart, which this page states rather than hides: KLAC Jun 30 '26, AMAT Jul 26 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.