Industry top-down
Semiconductor Equipment & Materials
Latest reported revenue & EPS across the covered companies in this industry, with year-over-year (YoY) change. From disclosed earnings — not investment advice.
AI industry top-down
The semiconductor equipment and materials industry generally showed growth. Numerous companies, including Lam Research, KLA, Teradyne, and Onto Innovation, posted strong results, recording double-digit revenue and EPS growth. The industry's median revenue growth rate stood at 10.57%. In contrast, Amkor Technology and FormFactor experienced negative growth in both revenue and EPS. Applied Materials, for example, saw a decrease in EPS despite revenue growth, indicating varied performance across companies. Entegris achieved high EPS growth despite a low revenue growth rate.
- Double-digit revenue growth for many companies (LRCX, KLAC, etc.)
- Double-digit EPS increase for major companies (LRCX, KLAC, TER, etc.)
- Overall growth trend in the semiconductor equipment and materials industry
AI synthesis of disclosed results and analyst research across these companies — not investment advice.
Companies — latest quarter
| Company | Period | Revenue | Rev YoY | EPS | EPS YoY | Surprise |
|---|---|---|---|---|---|---|
| LRCXLAM RESEARCH CORP | FY2026 Q3 | $13.26B | +20.2% | $2.81 | +32.5% | — |
| AMATAPPLIED MATERIALS INC /DE | FY2026 Q2 | $14.27B | +6.8% | $4.08 | -8.7% | — |
| KLACKLA CORP | FY2026 Q3 | $8.98B | +24.0% | $21.32 | +51.1% | — |
| TERTERADYNE, INC | FY2026 Q1 | $685.68M | +14.3% | $0.61 | +52.5% | — |
| QQnity Electronics, Inc. | FY2026 Q1 | $1.12B | — | $0.92 | — | — |
| ENTGENTEGRIS INC | FY2026 Q1 | $773.2M | +0.3% | $0.41 | +36.7% | — |
| AMKRAMKOR TECHNOLOGY, INC. | FY2026 Q1 | $1.32B | -3.2% | $0.09 | -62.5% | — |
| NVMINOVA LTD. | FY2025 Q2 | $298.66M | — | $2.56 | — | — |
| ONTOONTO INNOVATION INC. | FY2026 Q1 | $266.61M | +16.5% | $1.30 | +38.3% | — |
| FORMFORMFACTOR INC | FY2026 Q1 | $171.36M | +1.6% | $0.08 | -71.4% | — |
| CAMTCAMTEK LTD | FY2025 Q2 | $199.6M | +36.5% | $1.08 | +45.9% | — |
| AXTIAXT INC | FY2026 Q1 | $19.36M | -14.7% | $-0.20 | — | — |
| ACMRACM Research, Inc. | FY2026 Q1 | $172.35M | +13.2% | $0.30 | +15.4% | — |
| KLICKULICKE & SOFFA INDUSTRIES INC | FY2026 Q2 | $328.11M | -4.4% | $-0.05 | — | — |
| IPGPIPG PHOTONICS CORP | FY2026 Q1 | $227.79M | -9.6% | $0.09 | -82.7% | — |
| ACLSAXCELIS TECHNOLOGIES INC | FY2026 Q1 | $192.56M | -23.7% | $0.88 | -43.9% | — |
YoY = vs. the same quarter last year · Surprise = EPS actual vs. consensus. Latest reported quarter per company, from disclosed earnings filings. QoQ is omitted because quarterly filings don’t break out Q4 (US) and report cumulatively (KR).