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 strength, with numerous companies recording double-digit revenue growth and solid earnings per share (EPS) growth. Notably, Lam Research, KLA, Teradyne, and Camtek exhibited high growth rates. However, some companies, including Applied Materials, Amkor Technology, and FormFactor, experienced slowing revenue growth or even revenue decline, coupled with negative EPS growth, indicating significant performance disparities among companies. The overall industry trend is mixed.
- Numerous companies show double-digit revenue growth (e.g., LRCX, KLAC, over 10%)
- Equipment/materials companies show robust EPS growth (e.g., KLAC, TER, over 30%)
- Overall strength in the semiconductor equipment and materials sector
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).