Compare companies › Applied Materials vs Lam Research
Applied Materials vs Lam Research: Revenue, Profit and Growth from SEC Filings
In its latest reported quarter (Q3 fiscal 2026, ended Jul 26, 2026), Applied Materials reported revenue of $9.12B and net income of $2.54B, with revenue up 25% from the same quarter a year earlier. Lam Research reported revenue of $6.72B and net income of $2.28B for its quarter (Q4 fiscal 2026, ended Jun 28, 2026), with revenue up 30% from the same quarter a year earlier.
Over their last four reported quarters, Applied Materials's revenue totaled $30.84B and Lam Research's totaled $23.23B.
The two companies' fiscal quarters end on different dates, so the periods do not line up exactly.
| Reported figures | Applied MaterialsAMAT | Lam ResearchLRCX |
|---|---|---|
| Latest reported quarter | Q3 fiscal 2026ended Jul 26, 2026 | Q4 fiscal 2026ended Jun 28, 2026 |
| Revenue | $9.12B | $6.72Bfrom annual report |
| Revenue change vs. a year earlier | +25%vs. quarter ended Jul 27, 2025 | +30%vs. quarter ended Jun 29, 2025 |
| Net income | $2.54B | $2.28B |
| Diluted EPS | $3.17 | —not derived for this quarter |
| Revenue, last 4 reported quarters | $30.84Bquarters ended Oct 26, 2025 to Jul 26, 2026 | $23.23Bquarters ended Sep 28, 2025 to Jun 28, 2026 |
| Latest fiscal year: revenue | $28.37BFY to Oct 2025 | $23.23BFY to Jun 2026 |
| Latest fiscal year: net income | $7.00BFY to Oct 2025 | $7.27BFY to Jun 2026 |
| Latest quarter source | 10-Q filed Aug 20, 2026data as of Oct 3, 2026 | 10-K filed Aug 7, 2026data as of Oct 3, 2026 |
Quarterly revenue, last 8 reported quarters
All charts use the same scale. Hover over a bar for the quarter and amount; exact figures are in the table above.
Source: SEC EDGAR XBRL company facts (10-Q and 10-K filings) as reported under US GAAP; fiscal-year figures from each company's annual report. Fiscal quarters end on different dates for different companies, so the periods don't line up exactly. "From annual report" quarters are the annual total minus the three reported quarters; EPS is not derived for those. Reported figures only: no share prices, valuation or ratings. Not investment advice.
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Applied Materials (AMAT)
Lam Research (LRCX)
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Data as of 2026-10-03, from SEC EDGAR XBRL company facts. Reported figures only: SignalStack does not rate companies or recommend buying or selling any security. Not investment advice.