| Stage | LRCX | % of rev | AMAT | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $8.2B | 100.00% | $9.1B | 100.00% | AMAT ×1.11 |
| Gross profit | $4.3B | 52.30% | $4.6B | 50.31% | LRCX +2.0pp |
| Operating income | $3.3B | 39.95% | $3.1B | 33.74% | LRCX +6.2pp |
| Pre-tax income | $3.3B | 40.30% | $2.9B | 31.89% | LRCX +8.4pp |
| Net income | $2.8B | 33.50% | $2.5B | 27.84% | LRCX +5.7pp |
| Stage | LRCX | AMAT | Gap · A − B |
|---|---|---|---|
| Revenue | $8.2B100.00% | $9.1B100.00% | AMAT ×1.11 |
| Gross profit | 52.30%$4.3B | 50.31%$4.6B | LRCX +2.0pp |
| Operating income | 39.95%$3.3B | 33.74%$3.1B | LRCX +6.2pp |
| Pre-tax income | 40.30%$3.3B | 31.89%$2.9B | LRCX +8.4pp |
| Net income |
| 33.50%$2.8B |
| 27.84%$2.5B |
| LRCX +5.7pp |
LRCX · UCTT 10-KFeb 25 '25
“Our two largest revenue customers in fiscal years 2024, 2023 and 2022 were Applied Materials, Inc. and Lam Research Corporation, each of which accounted for more than 10% of our total revenues in those three years.”
AMAT · UCTT 10-KFeb 25 '25
“Our two largest revenue customers in fiscal years 2024, 2023 and 2022 were Applied Materials, Inc. and Lam Research Corporation, each of which accounted for more than 10% of our total revenues in those three years.”
LRCX · ICHR 10-KFeb 20 '26
“For 2025, two customers with individual sales over 10%, Lam Research and Applied Materials, accounted for a combined 76% of total sales, and we expect that our sales will continue to be concentrated among a very small number of customers.”
AMAT · ICHR 10-KFeb 20 '26
“For 2025, two customers with individual sales over 10%, Lam Research and Applied Materials, accounted for a combined 76% of total sales, and we expect that our sales will continue to be concentrated among a very small number of customers.”