Businesses that design, manufacture and service the capital equipment used by semiconductor fabs to make chips: deposition (CVD/ALD/PVD), etch, process-control (inspection/metrology), wet-clean, ion implant, and test. Revenue is project-style and cyclical, recognized on shipment / customer acceptance, and overlaid with a multi-year service-and-spares annuity tied to the installed base. The disclos
| Ticker | Company | Their metric | Period | YoY | A year ago |
|---|---|---|---|---|---|
| ACMR | ACM Research, Inc. | Advanced Packaging, Services & Spares | FY2026-Q2 | +153.3% | +20.4% |
| ASYS | Amtech Systems, Inc. | Material and Substrate Backlog | FY2026-Q3 | +35.4% | -33.3% |
| VECO | Veeco Instruments Inc. | Compound Semiconductor Revenue | FY2026-Q2 | +44.6% | -22.1% |
| TER | Teradyne, Inc. | Robotics | FY2026-Q2 | +33.5% | -17.0% |
| AMAT | Applied Materials, Inc. | Semiconductor Systems Revenue | FY2026-Q3 | +28.1% | +11.6% |
| UCTT | Ultra Clean Holdings, Inc. | Gross Margin (Non-GAAP) | FY2026-Q1 | -0.2 pts | -1.2 pts |
| ICHR | Ichor Holdings, Ltd. | Gross Margin (Non-GAAP) | FY2026-Q1 | +0.4 pts | +0.2 pts |
| LRCX | Lam Research Corporation | Non-GAAP Operating Income | FY2026-Q4 | +45.1% | +49.9% |
| CRCT | Cricut, Inc. | Gross Margin | FY2026-Q1 | -2.4 pts | +5.8 pts |
| MKSI | MKS Inc. | Earnings per Share Diluted Non-GAAP | FY2026-Q1 | +34.5% | +44.9% |
| ERII | Energy Recovery, Inc. | Overall Gross Margin | FY2026-Q1 | -27.5 pts | -3.7 pts |
| KLAC | KLA Corporation | Diluted EPS (non-GAAP) | FY2026-Q4 | +11.9% | +42.1% |
| ONTO | Onto Innovation Inc. | Adjusted Diluted Earnings per Share | FY2026-Q1 | -6.0% | +28.0% |
| AZTA | Azenta, Inc. | Non-GAAP diluted earnings per share | FY2026-Q3 | -15.8% | +18.8% |
| ACLS | Axcelis Technologies, Inc. | Non-GAAP Gross Margin | FY2026-Q1 | -5.7 pts | |
| CVV | CVD Equipment Corporation | Orders | FY2026-Q2 | ||
| KLIC | Kulicke and Soffa Industries, Inc. | Earnings Per Share Diluted (Non-GAAP) | FY2026-Q2 | ||
| SOTK | Sono-Tek Corporation | Combined Equipment and Service-Related Backlog | FY2026-Q4 | ||
| TRT | Trio-Tech International | Revenue Growth | FY2026-Q3 | ||
| VELO | Velo3D, Inc. | Adjusted Earnings Before Interest, Taxes, Depreciation and Amortization | FY2026-Q1 |
A side-by-side appears only when three or more companies report the same metric under their own definition. Nothing is translated from one company's segment into another's.