Direct Answer
SEC EDGAR classifies Lam Research under SIC code 3559 (Special Industry Machinery, NEC). Among Swoopr's S&P 500 Equal Weight companies, 8 others share that classification; by latest reported revenue, Lam Research ranks 2 of 9. A filing classification is a starting point: a company's real competitors depend on its segments, which its 10-K describes.
How Does Lam Research Compare With Its Peers?
| Company | Revenue (latest FY) | Revenue growth | Operating margin | Net margin |
|---|---|---|---|---|
| ASML Holding (ASML) | €32.7 billion FY2025 | 15.6% | 34.6% | 29.4% |
| Lam Research (LRCX) | $23.2 billion FY2026 | 26.0% | 35.3% | 31.3% |
| Cricut Inc. (CRCT) | $709 million FY2025 | -0.5% | 13.5% | 10.8% |
| Energy Recovery Inc. (ERII) | $135 million FY2025 | -6.9% | 17.7% | 17.0% |
| Amtech Systems Inc. (ASYS) | $79 million FY2025 | -21.6% | -35.9% | -38.2% |
| Velo3D Inc. (VELO) | $46 million FY2025 | 12.1% | -119.5% | -155.2% |
| Trio-Tech International (TRT) | $36 million FY2025 | -13.8% | 0.7% | -0.1% |
| CVD Equipment Corporation (CVV) | $26 million FY2025 | -4.1% | -7.4% | -6.1% |
| Sono-Tek Corporation (SOTK) | $21 million FY2026 | 2.0% | 8.7% | 8.6% |
Revenue growth compares each company's latest fiscal year with the one before. Fiscal years do not always end on the same date, so treat close comparisons with care.
How Does Lam Research Rank Among All SEC Filers in Its Industry Code?
8 companies with annual reports in Swoopr's SEC dataset share SIC code 3559 (Special Industry Machinery, NEC), a wider group than the S&P 500 Equal Weight companies above. Ranks run from 1 (highest) and use each company's latest fiscal year, in U.S. dollars.
| Measure | Lam Research | Median of filers | Rank |
|---|---|---|---|
| Revenue | $23.2 billion | $63 million | 1 of 8 |
| Revenue growth | 26.0% | -2.3% | 1 of 8 |
| Operating margin | 35.3% | 4.7% | 1 of 8 |
| Net margin | 31.3% | 4.3% | 1 of 8 |
A SIC code reflects the filer's main business as the SEC records it, so the group mixes companies of very different size; the median is a better guide than the average, and a rank near the top by revenue says nothing about quality.
Where These Numbers Come From
Every figure on this page is a value Lam Research reported in its own SEC filings, read from the SEC's XBRL data (accession 0000707549-26-000037 for fiscal year 2026). Ratios are computed from those reported values. Figures were retrieved on October 12, 2026; a later amendment or a new annual report can change them, and the filing itself always takes precedence over this summary.
Each fiscal year is labeled by the calendar year in which it ended, so a company that names the same period differently in its own filings (many retailers whose year ends in January) may use another label. A year is left out of the table when the SEC data set holds no value for it. A figure shown as "Not reported" means the company did not file a value under the standard tag Swoopr reads, not that the amount was zero. This page is educational and describes reported history only; it is not a forecast or a recommendation.
Frequently Asked Questions
Who are Lam Research's competitors?
Companies sharing Lam Research's SEC classification (SIC code 3559 (Special Industry Machinery, NEC)) include ASML Holding (ASML), Cricut Inc. (CRCT), Energy Recovery Inc. (ERII), Amtech Systems Inc. (ASYS), Velo3D Inc. (VELO). Its 10-K names the competitors it considers most relevant.
How does Lam Research compare with its peers on margins?
Lam Research's fiscal 2026 operating margin was 35.3%, against a peer median of 4.7%.
How are these peers chosen?
By the SEC Standard Industrial Classification code each company files under, within Swoopr's S&P 500 Equal Weight company set, falling back to the two-digit major group when fewer than two companies share the exact code. Classification codes are broad, so read the peer list as a screen, not a verdict.
How does Lam Research rank among all companies in its SEC industry?
Among 8 SEC filers under SIC code 3559, Lam Research ranks 1 by latest revenue, and 1 of 8 by operating margin (35.3% against a median of 4.7%).