Applied Materials Inc. vs Lam Research Corporation
In their latest fiscal years, Applied Materials Inc. reported revenue of $28.37B and Lam Research Corporation reported $23.23B — AMAT was 1.2× larger by revenue. Net income was $7.00B for AMAT and $7.27B for LRCX.
| Latest fiscal year | AMAT · FY ended Oct 2025 | LRCX · FY ended Jun 2026 |
|---|---|---|
| Revenue | $28.37B | $23.23B |
| Revenue growth | +4.4% | +26.0% |
| Operating income | $8.29B | $8.20B |
| Net income | $7.00B | $7.27B |
| Net margin | 24.7% | 31.3% |
| Diluted EPS | $8.66 | $5.76 |
| Operating cash flow | $7.96B | $5.86B |
| Total assets | $36.30B | $23.53B |
| Total liabilities | $15.88B | $11.06B |
| Shareholders' equity | $20.41B | $12.47B |
| Cash & equivalents | $7.24B | $5.58B |
The two companies use different fiscal years: Applied Materials Inc. ended its latest year on Oct 26, 2025, Lam Research Corporation on Jun 28, 2026. Annual figures cover different 12-month windows, so compare trends rather than exact quarters.
Revenue over time
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Both columns use the same XBRL concepts where possible, but companies may define revenue and other line items differently. Banks, insurers and industrial companies are not directly comparable on margins. Source: SEC EDGAR XBRL company facts. Not investment advice.