Earnings history

last 4 reports each · paired by recencyMethod

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

ACMR

0 of 4at or beyond implied

Reportimpliedrealized× implied

Nov 5 '26±12.3%−11.52%×0.93

Q2 FY26±13.4%+6.10%×0.46

May 7 '26±9.8%+6.90%×0.70

Q1 FY26±17.9%−16.69%×0.93

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

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