APPLIED MATERIALS INC /DE (AMAT) vs LAM RESEARCH CORP (LRCX)
Side-by-side comparison from SEC filings: latest annual financials, insider activity and institutional ownership.
| Metric | AMAT | LRCX |
|---|---|---|
| Sector | Information Technology | Industrials |
| Latest fiscal year | FY2025 | FY2026 |
| Revenue | $28.37B | $23.23B |
| Revenue growth (YoY) | ▲ 4.4% | ▲ 26.0% |
| Net income | $7B | $7.27B |
| Gross margin | 48.7% | 50.5% |
| Diluted EPS | $8.66 | $5.76 |
| Insider net (6 mo) | −327.2K sh • 16 sells • 0 buys | −176.5K sh • 12 sells • 0 buys |
| Institutional owners | 70 | 74 |
| Institutional value held | $316.33B | $321.77B |
| Next earnings (est.) | Nov 12, 2026 | Jan 27, 2027 |
Figures from each company's SEC filings (latest reported fiscal year; fiscal calendars may differ). Next-earnings dates are estimates from historical filing patterns.
About APPLIED MATERIALS INC /DE (AMAT)
Applied Materials, Inc. provides materials engineering solutions used to produce virtually every semiconductor in the world. Read more →
About LAM RESEARCH CORP (LRCX)
Lam Research Corporation, incorporated in 1980 as a Delaware corporation, is a global supplier of wafer fabrication equipment and services to the semiconductor industry. Read more →
Source: SEC EDGAR.