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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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 ›

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

Apr 23 '26±6.0%▼−2.63%×0.43

Jan 29 '26±6.2%▲+3.59%×0.58

ACLS

1 of 4at or beyond implied

Reportimpliedrealized× implied

Aug 6 '26±16.4%▼−0.01%×0.00

May 8 '26±11.2%▲+2.75%×0.25

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

Feb 18 '26

±8.0%

▼−16.74%

×2.09

Nov 4 '25±12.5%▼−2.70%×0.22

LRCXLAM Research Corp

185.58▼−16.19%· post 197.20

Mkt cap$276.6BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

ACLSAxcelis Technologies Inc

89.41▼−2.97%· post 90.00

ClosedNov 5 '26

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

Compare

ClosedNov 5 '26

LRCXLAM Research Corp

ACLSAxcelis Technologies Inc

185.58▼−16.19%post 197.20

Price

89.41▼−2.97%post 90.00

$276.6B

Mkt cap

$2.8B

Q1 FY27$8.2B

Revenue

$238MQ3 FY26

FY26$23.2B

Revenue

$839MFY25

LRCX185.58▼−16.19%vsACLS89.41▼−2.97%ClosedNov 5 '26