Axcelis Technologies vs Lam Research: revenue, profit, margins and growth compared
Axcelis Technologies brought in $839M of revenue in fiscal 2025, Lam Research $23.2B in fiscal 2026. Revenue changed by -17.6% at Axcelis Technologies and +26.0% at Lam Research on the year before, so Lam Research grew faster. Axcelis Technologies kept 14.3% of its revenue as net profit, Lam Research 31.3%. Free cash flow was $107M at Axcelis Technologies and $4.9B at Lam Research.
Fiscal years as each company reports them; the two may end in different months.
Questions about Axcelis Technologies and Lam Research
Which is bigger by revenue, Axcelis Technologies or Lam Research?
Lam Research is bigger by revenue: $23.2B in fiscal 2026, against $839M for Axcelis Technologies in fiscal 2025.
Which keeps more of its revenue as profit, Axcelis Technologies or Lam Research?
Axcelis Technologies had a net margin of 14.3% in fiscal 2025; Lam Research had 31.3% in fiscal 2026.
Which grew revenue faster, Axcelis Technologies or Lam Research?
In their latest fiscal years revenue changed by -17.6% at Axcelis Technologies and +26.0% at Lam Research.
Where do these numbers come from?
From the annual reports each company files with the SEC (10-K, or 20-F and 40-F for foreign companies), read from their XBRL data. Margins and growth are simple arithmetic on those figures. Nothing here is a recommendation.