Semiconductor Capital Equipment

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

Each company on its own headline number

Ticker	Company	Their metric	Period	YoY	A year ago
VELO	Velo3D, Inc.	Total Backlog	FY2026-Q2	+94.4%	-6.2%
ACLS	Axcelis Technologies, Inc.	Systems Bookings	FY2026-Q2	+36.1%	-8.5%
ACMR	ACM Research, Inc.	Total Shipments	FY2026-Q2	+36.4%	+1.7%
ASYS	Amtech Systems, Inc.	Customer Orders	FY2026-Q3	+32.7%	+15.4%
AMAT	Applied Materials, Inc.	Dynamic random-access memory share of Semiconductor Systems revenue	FY2026-Q3	+4.0 pts	-2.0 pts
CRCT	Cricut, Inc.	90-Day Engaged Users	FY2026-Q2	+0.3%	-1.6%
LRCX	Lam Research Corporation	Inventory Turns	FY2026-Q4	+0.6%	+0.5%

Where they use the same metric

• Non-GAAP Gross Margin — reported by 6 of 22
• Non-GAAP net earnings per diluted share — reported by 5 of 22
• Adjusted earnings before interest, taxes, depreciation and amortization — reported by 4 of 22
• Free cash flow — reported by 3 of 22
• Non-generally accepted accounting principles operating expenses — reported by 3 of 22
• Non-Generally Accepted Accounting Principles Net Income — reported by 3 of 22
• Non-GAAP Net Income — reported by 3 of 22
• Non-GAAP operating margin — reported by 3 of 22

A side-by-side appears only when three or more companies report the same metric in the same unit under their own definition. Companies are listed in value order, not ranked: whether a higher number is better is not asserted.