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Energy Recovery vs Lam Research: revenue, profit, margins and growth compared

Energy Recovery brought in $135M of revenue in fiscal 2025, Lam Research $23.2B in fiscal 2026. Revenue changed by -6.9% at Energy Recovery and +26.0% at Lam Research on the year before, so Lam Research grew faster. Energy Recovery kept 17.0% of its revenue as net profit, Lam Research 31.3%. Free cash flow was $17.4M at Energy Recovery and $4.9B at Lam Research.

Side by side, latest fiscal year

ERIILRCX
Fiscal year endedFY2025 (December 31, 2025)FY2026 (June 28, 2026)
Revenue$135M$23.2B
Revenue growth-6.9%+26.0%
Net income$23M$7.3B
Net margin17.0%31.3%
Free cash flow$17.4M$4.9B
Free cash flow margin12.9%21.1%
Earnings per share (diluted)$0.42$5.76
Cash$48.1M$5.6B
Debtn/a$3.7B
Price to earnings16.254.7
Market value$347.6M$394.4B
Dividend yieldn/a0.33%
Rank by revenue in sector#405 of 530 · Technology#31 of 530 · Technology

Over the years

Revenue
ERII FY2018: $74.5MERII FY2019: $86.9MERII FY2020: $119MERII FY2021: $103.9MERII FY2022: $125.6MERII FY2023: $128.3MERII FY2024: $144.9MERII FY2025: $135MLRCX FY2019: $9.7BLRCX FY2020: $10BLRCX FY2021: $14.6BLRCX FY2022: $17.2BLRCX FY2023: $17.4BLRCX FY2024: $14.9BLRCX FY2025: $18.4BLRCX FY2026: $23.2BFY18FY19FY20FY21FY22FY23FY24FY25FY26
ERII $135MLRCX $23.2B
Net income
ERII FY2018: $22.1MERII FY2019: $10.9MERII FY2020: $26.4MERII FY2021: $14.3MERII FY2022: $24MERII FY2023: $21.5MERII FY2024: $23.1MERII FY2025: $23MLRCX FY2019: $2.2BLRCX FY2020: $2.3BLRCX FY2021: $3.9BLRCX FY2022: $4.6BLRCX FY2023: $4.5BLRCX FY2024: $3.8BLRCX FY2025: $5.4BLRCX FY2026: $7.3BFY18FY19FY20FY21FY22FY23FY24FY25FY26
ERII $23MLRCX $7.3B
Net margin
ERII FY2018: 29.6%ERII FY2019: 12.6%ERII FY2020: 22.2%ERII FY2021: 13.7%ERII FY2022: 19.1%ERII FY2023: 16.8%ERII FY2024: 15.9%ERII FY2025: 17.0%LRCX FY2019: 22.7%LRCX FY2020: 22.4%LRCX FY2021: 26.7%LRCX FY2022: 26.7%LRCX FY2023: 25.9%LRCX FY2024: 25.7%LRCX FY2025: 29.1%LRCX FY2026: 31.3%FY18FY19FY20FY21FY22FY23FY24FY25FY26
ERII 17.0%LRCX 31.3%
Revenue growth
ERII FY2019: +16.7%ERII FY2020: +36.9%ERII FY2021: -12.7%ERII FY2022: +20.9%ERII FY2023: +2.2%ERII FY2024: +12.9%ERII FY2025: -6.9%LRCX FY2020: +4.1%LRCX FY2021: +45.6%LRCX FY2022: +17.8%LRCX FY2023: +1.2%LRCX FY2024: -14.5%LRCX FY2025: +23.7%LRCX FY2026: +26.0%FY19FY20FY21FY22FY23FY24FY25FY26
ERII -6.9%LRCX +26.0%
Free cash flow
ERII FY2018: $2.3MERII FY2019: -$2.1MERII FY2020: $10.1MERII FY2021: $6.8MERII FY2022: $8.4MERII FY2023: $23.5MERII FY2024: $19.2MERII FY2025: $17.4MLRCX FY2019: $2.9BLRCX FY2020: $1.9BLRCX FY2021: $3.2BLRCX FY2022: $2.6BLRCX FY2023: $4.7BLRCX FY2024: $4.3BLRCX FY2025: $5.4BLRCX FY2026: $4.9BFY18FY19FY20FY21FY22FY23FY24FY25FY26
ERII $17.4MLRCX $4.9B

Fiscal years as each company reports them; the two may end in different months.

Questions about Energy Recovery and Lam Research

Which is bigger by revenue, Energy Recovery or Lam Research?

Lam Research is bigger by revenue: $23.2B in fiscal 2026, against $135M for Energy Recovery in fiscal 2025.

Which keeps more of its revenue as profit, Energy Recovery or Lam Research?

Energy Recovery had a net margin of 17.0% in fiscal 2025; Lam Research had 31.3% in fiscal 2026.

Which grew revenue faster, Energy Recovery or Lam Research?

In their latest fiscal years revenue changed by -6.9% at Energy Recovery 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.

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