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

LRCXLAM Research Corp

Mkt capRevenueRevenue

ERIIEnergy Recovery, Inc.

Mkt capRevenueRevenue

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LRCXLAM Research Corp

ERIIEnergy Recovery, 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

ERII: latest quarter is a loss; flow 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: ERII.

Only ERII 0

None

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

LRCXLAM Research Corp

223.71▼−3.04%

Mkt cap$288.2BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

ERIIEnergy Recovery, Inc.

7.19▲+0.28%

Regular sessionNov 4 '26

Mkt cap$366.5MRevenue$12MQ2 FY26Revenue$135MFY25

Compare

Regular sessionNov 4 '26

LRCXLAM Research Corp

ERIIEnergy Recovery, Inc.

223.71▼−3.04%

Price

7.19▲+0.28%

$288.2B

Mkt cap

$366.5M

Q1 FY27$8.2B

Revenue

$12MQ2 FY26

FY26$23.2B

Revenue

$135MFY25

LRCX223.71▼−3.04%vsERII7.19▲+0.28%Regular sessionNov 4 '26

Price

rebased to 0%

LRCX, solidERII, dashed