Semiconductor Equipment Makers: Quarterly Revenue (2026)
Latest quarterly revenue and YoY growth for the five big semiconductor equipment makers — ASML, Applied Materials, Lam Research, Tokyo Electron, KLA — the "picks and shovels" of the chip industry.
| Company | Latest fiscal quarter | Revenue | YoY | Specialty |
|---|---|---|---|---|
| ASML | Q2 2026 (calendar) | €9,326M (~$10.7B) | +21% | EUV/DUV lithography (EUV monopoly) |
| Applied Materials | FQ3 2026 (ended 7/26) | $9.12B | +25% | Deposition, etch, ion implant |
| Lam Research | FQ4 2026 (ended 6/28) | $6.72B | +30% | Etch, deposition (memory-strong) |
| Tokyo Electron | Q1 FY2027 (ended 6/30) | ¥732,388M (~$4.9B) | +33% | Coat/develop, etch, clean |
| KLA | FQ4 2026 (ended 6/30) | $3,658M | +15% | Process control, metrology |
Method & sources
Revenue is from each company's first-party earnings (press release / SEC 8-K, 10-Q), retrieved 2026-08-17. **Fiscal quarters differ**: ASML on calendar quarters (Q2 2026); Applied Materials FY ends late October (FQ3 2026 ended 7/26); Lam FY ends late June (FQ4 2026); Tokyo Electron FY ends March (Q1 FY2027); KLA FY ends June (FQ4 2026). **FX is not first-party**: ASML reports in EUR, Tokyo Electron in JPY; USD conversions are approximate (ASML €→$≈1.145; TEL ¥→$≈148) — native currency governs. Sources: ASML https://www.asml.com/en/news/press-releases/2026/q2-2026-financial-results ; Applied Materials https://www.globenewswire.com/news-release/2026/08/13/3344890/0/en/applied-materials-announces-third-quarter-2026-results.html ; Lam https://newsroom.lamresearch.com/2026-07-29-Lam-Research-Corporation-Reports-Financial-Results-for-the-Quarter-Ended-June-28,-2026 ; Tokyo Electron https://www.tel.com/ir/library/report/i242su0000000goz-att/fy27q1tanshin-e.pdf ; KLA https://ir.kla.com/news-events/press-releases/detail/518/kla-corporation-reports-fiscal-2026-fourth-quarter-and-full .
Source: https://www.asml.com/en/news/press-releases/2026/q2-2026-financial-results
Retrieved: 2026-08-17