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

VECOVeeco Instruments Inc

Mkt capRevenueRevenue

LRCXLAM Research Corp

Mkt capRevenueRevenue

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VECOVeeco Instruments Inc

LRCXLAM Research Corp

Price

Mkt cap

Revenue

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

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Supply-chain overlap

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

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Supply-chain overlap

direct ties · both sidesSources ›

direct ties · both sides

Only VECO 1

—Epiluvacunlistedsupplier

Shared 0

No shared counterparties.

Only LRCX 5

UCTTUltra Cleansupplier

ICHRIchorsupplier

VELOVelo3Dsupplier

TSMTSMCcustomer

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

1 more · LRCX chain ›

VECOVeeco Instruments Inc

37.08▲+11.52%· post 37.08

Mkt cap$2.0BRevenue$209MQ3 FY26Revenue$664MFY25

LRCXLAM Research Corp

200.41▲+8.21%· post 201.25

ClosedNov 6 '26

Mkt cap$250.4BRevenue$8.2BQ1 FY27Revenue$23.2BFY26

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ClosedNov 6 '26

VECOVeeco Instruments Inc

LRCXLAM Research Corp

37.08▲+11.52%post 37.08

Price

200.41▲+8.21%post 201.25

$2.0B

Mkt cap

$250.4B

Q3 FY26$209M

Revenue

$8.2BQ1 FY27

FY25$664M

Revenue

$23.2BFY26

VECO37.08▲+11.52%vsLRCX200.41▲+8.21%ClosedNov 6 '26