Earnings history

last 4 reports each · paired by recencyMethod

KLAC

1 of 3at or beyond implied

Reportimpliedrealized× implied

Q1 FY27±6.2%+5.45%×0.89

Q4 FY26—−10.80%—

Q3 FY26±9.3%−3.63%×0.39

Q2 FY26±8.4%−15.24%×1.81

LRCX

2 of 4at or beyond implied

Reportimpliedrealized× implied

Q1 FY27±6.0%−11.76%×1.97

Q4 FY26±7.8%+17.98%×2.31

Q3 FY26±6.0%−2.63%×0.43

Q2 FY26±6.2%+3.59%×0.58

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

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