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 showed mixed results in recent earnings. While median revenue YoY showed slight growth of 4.2%, there was significant variation in performance among individual companies. Many companies, including Lam Research, KLA, and Teradyne, demonstrated robust performance, recording double-digit revenue and EPS growth. Conversely, some companies such as Amkor Technology, AXT INC, and Axcelis Technologies experienced revenue declines, while FormFactor, IPG Photonics, and others saw a significant drop in EPS. This suggests that different growth drivers are at play, depending on specific segments or companies within the industry.
- Robust Sales Growth: Many Companies Achieve Double-Digit Growth
- Positive EPS Growth Trend: Many Companies Show High Growth
- Industry-Wide Growth Momentum Maintained: Over Half of Companies Are Growing
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% | — |
| AMBAAMBARELLA INC | FY2026 Q3 | $200.85M | +14.9% | $-2.36 | — | — |
| AEHRAEHR TEST SYSTEMS | FY2026 Q3 | $44.88M | -9.6% | $-0.03 | — | — |
| ICHRICHOR HOLDINGS, LTD. | FY2026 Q1 | $244.47M | +21.4% | $-0.13 | — | — |
| PLABPHOTRONICS INC | FY2026 Q1 | $212.14M | -1.9% | $0.68 | +61.9% | — |
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).