| Stage | LRCX | % of rev | KLAC | % of rev | Gap · A − B |
|---|---|---|---|---|---|
| Revenue | $8.2B | 100.00% | $4.1B | 100.00% | LRCX ×1.99 |
| Gross profit | $4.3B | 52.30% | $2.6B | 61.85% | KLAC +9.6pp |
| Operating income | $3.3B | 39.95% | $1.9B | 45.01% | KLAC +5.1pp |
| Pre-tax income | $3.3B | 40.30% | $1.8B | 44.10% | KLAC +3.8pp |
| Net income | $2.8B | 33.50% | $1.5B | 37.44% | KLAC +3.9pp |
| Stage | LRCX | KLAC | Gap · A − B |
|---|---|---|---|
| Revenue | $8.2B100.00% | $4.1B100.00% | LRCX ×1.99 |
| Gross profit | 52.30%$4.3B | 61.85%$2.6B | KLAC +9.6pp |
| Operating income | 39.95%$3.3B | 45.01%$1.9B | KLAC +5.1pp |
| Pre-tax income | 40.30%$3.3B | 44.10%$1.8B | KLAC +3.8pp |
| Net income | 33.50%$2.8B | 37.44%$1.5B | KLAC +3.9pp |
LRCX 10-KAug 11 '25
“Our most significant customers during the fiscal years ending June 29, 2025, June 30, 2024, and June 25, 2023 included Samsung Electronics Company, Ltd. and Taiwan Semiconductor Manufacturing Company.”
KLAC 10-KAug 8 '25
“The following customers each accounted for more than 10% of our total revenues, primarily in our Semiconductor Process Control segment, for the indicated periods: Fiscal Year Ended June 30, 2025 2024 2023 Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited Taiwan Semiconductor Manufacturing Company Limited”