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

LRCXLAM Research Corp

Mkt capRevenueRevenue

ACLSAxcelis Technologies Inc

Mkt capRevenueRevenue

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LRCXLAM Research Corp

ACLSAxcelis Technologies Inc

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Supply-chain overlap

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

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only LRCX 5

UCTTUltra Cleansupplier

ICHRIchorsupplier

VELOVelo3Dsupplier

TSMTSMCcustomer

1 more · LRCX chain ›

Shared 0

No shared counterparties.

Only ACLS 1

—Smicunlistedcustomer

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

LRCXLAM Research Corp

185.58· pre 205.20· delayed

Mkt cap$231.3BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

ACLSAxcelis Technologies Inc

89.41· pre 96.07· delayed

Pre-marketNov 6 '26delayed

Mkt cap$2.8BRevenue$238MQ3 FY26Revenue$839MFY25

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Pre-marketNov 6 '26delayed

LRCXLAM Research Corp

ACLSAxcelis Technologies Inc

185.58pre 205.20delayed

Price

89.41pre 96.07delayed

$231.3B

Mkt cap

$2.8B

Q1 FY27$8.2B

Revenue

$238MQ3 FY26

FY26$23.2B

Revenue

$839MFY25

LRCX185.58vsACLS89.41Pre-marketNov 6 '26delayed