KLAC compared with LRCX: 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 inTwo 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 LRCX's 33.9¢. By revenue, LRCX's quarter is 1.8× KLAC's, a fact this drawing states rather than draws.
Standardized lines, derived from the annual figures for both sides. The two quarters end 2 days apart, which this page states rather than hides: KLAC Jun 30 '26, LRCX Jun 28 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.
The shared column is the reading: companies both sides name in their own filings. KLAC names 3 counterparties, LRCX names 5, and 1 appears on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.