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

LRCXLAM Research Corp

Mkt capRevenueRevenue

ACMRACM Research, Inc.

Mkt capRevenueRevenue

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LRCXLAM Research Corp

ACMRACM Research, 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

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

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

May 7 '26

±9.8%

▲+6.90%

×0.70

Q1 FY26±17.9%▼−16.69%×0.93

LRCXLAM Research Corp

200.41▲+8.21%· post 201.25

Mkt cap$250.4BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

ACMRACM Research, Inc.

44.69▲+13.69%· post 44.44

ClosedNov 6 '26

Mkt cap$3.1BRevenue$368MQ3 FY26Revenue$901MFY25

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ClosedNov 6 '26

LRCXLAM Research Corp

ACMRACM Research, Inc.

200.41▲+8.21%post 201.25

Price

44.69▲+13.69%post 44.44

$250.4B

Mkt cap

$3.1B

Q1 FY27$8.2B

Revenue

$368MQ3 FY26

FY26$23.2B

Revenue

$901MFY25

LRCX200.41▲+8.21%vsACMR44.69▲+13.69%ClosedNov 6 '26