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

LRCXLAM Research Corp

Mkt capRevenueRevenue

AZTAAzenta, Inc.

Mkt capRevenueRevenue

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LRCXLAM Research Corp

AZTAAzenta, Inc.

Price

Mkt cap

Revenue

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

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Revenue flow

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

Revenue flow Supply chain Price Co-movers Event sensitivity Earnings history

Price

Supply-chain overlap

Revenue flow

AZTA: latest quarter not drawable.Method ›

Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only LRCX 5

UCTTUltra Cleansupplier

ICHRIchorsupplier

VELOVelo3Dsupplier

TSMTSMCcustomer

1 more · LRCX chain ›

Shared 0

No disclosed counterparties: AZTA.

Only AZTA 0

None

Role chip = supplier or customer—= no ticker (unlisted)Source: SEC EDGAR

Price

rebased to 0%

LRCX, solidAZTA, dashed

LRCXLAM Research Corp

197.04▼−11.01%

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

AZTAAzenta, Inc.

38.01▼−2.90%

Regular sessionNov 5 '26

Mkt cap$1.8BRevenue$161MQ3 FY26Revenue$594MFY25

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Regular sessionNov 5 '26

LRCXLAM Research Corp

AZTAAzenta, Inc.

197.04▼−11.01%

Price

38.01▼−2.90%

$276.6B

Mkt cap

$1.8B

Q1 FY27$8.2B

Revenue

$161MQ3 FY26

FY26$23.2B

Revenue

$594MFY25

LRCX197.04▼−11.01%vsAZTA38.01▼−2.90%Regular sessionNov 5 '26