LRCX compared with AMAT: revenue, margins and what each company keeps, and the suppliers and customers both name
Comparison · two companies, one scale
Track LRCX
Watchlist prices, news filtered to it, and its next report on your desk.
Comparison · two companies, one scale
Watchlist prices, news filtered to it, and its next report on your desk.
Sign in to keep this comparison. A saved view records which companies, and which reading of them, then draws it again against a live tape whenever you open it.
Sign inThe shared column is the reading: companies both sides name in their own filings. LRCX names 5 counterparties, AMAT names 4, and 2 appear on both lists. A shared supplier is a fact each company filed separately, not a measured dependency between the two.
Two filed statements on one plate. Each side is drawn as a share of its own revenue, so band length reads as margin, never as company size. LRCX keeps 33.9¢ of every revenue dollar to AMAT's 27.8¢. By revenue, AMAT's quarter is 1.4× LRCX's, a fact this drawing states rather than draws.
Standardized lines from each company's own filing, except LRCX, derived from the annual figures. The two quarters end 28 days apart, which this page states rather than hides: LRCX Jun 28 '26, AMAT Jul 26 '26. The gap column is a margin difference in percentage points, never a price direction, so it takes no colour and no caret.