Compare · BWXT vs LRCX
BWXT vs LRCX
Side-by-side comparison of BWX Technologies Inc. (BWXT) and Lam Research Corporation (LRCX): market cap, price performance, sector, and recent activity on the wire.
Summary
- BWXT operates in Industrials, while LRCX operates in Technology - the two are in different parts of the market.
- LRCX is the larger of the two at $378.25B, about 28.0x BWXT ($13.51B).
- Over the past year, BWXT is down 18.1% and LRCX is up 128.4% - LRCX leads by 146.5 points.
- BWXT has been more active in the news (15 items in the past 4 weeks vs 4 for LRCX).
- Both have 25 recent analyst ratings on file.
- Company
- BWX Technologies Inc.
- Lam Research Corporation
- Price
- $145.66-1.13%
- $301.23-0.30%
- Market cap
- $13.51B
- $378.25B
- 1M return
- -6.94%
- -3.84%
- 1Y return
- -18.15%
- +128.36%
- Industry
- Industrial Machinery/Components
- Industrial Machinery/Components
- Exchange
- NYSE
- NASDAQ
- IPO
- 1984
- News (4w)
- 15
- 4
- Recent ratings
- 25
- 25
BWX Technologies Inc.
BWX Technologies, Inc. manufactures and sells nuclear components in the United States, Canada, and internationally. Its Nuclear Operations Group segment offers nuclear components, reactors, assemblies, and fuel for the United States Department of Energy/National Nuclear Security Administration's Naval Nuclear Propulsion Program and other uses; close-tolerance equipment for nuclear applications; research reactor fuel elements for colleges, universities, and national laboratories; and components for defense applications. It also provides missile launch tubes for the United States Navy submarines; converts Cold War-era government stockpiles of high-enriched uranium; and receives, stores, characterizes, dissolves, recovers, and purifies uranium-bearing materials. Its Nuclear Services Group segment provides nuclear materials processing, environmental site restoration, and management and operating services for the United States government-owned facilities; develops technology for advanced nuclear power sources application; designs, engineers, licenses, and manufactures advance nuclear reactors; and inspects and services steam generators, heat exchangers, reactors, fuel handling systems, and balance of plants; and provides non-destructive examination and tooling/repair solutions, and nuclear fuel. Its Nuclear Power Group segment offers commercial nuclear steam generators, heat exchangers, pressure vessels, reactor components, and containers; nuclear fuel, fuel handling systems, tooling delivery systems, and related services, as well as engineering and in-plant services for nuclear power plants; and medical radioisotopes and radiopharmaceuticals. It also designs, manufactures, commissions, and services nuclear power generation equipment. The company was formerly known as The Babcock & Wilcox Company and changed its name to BWX Technologies, Inc. in June 2015. The company was founded in 1867 and is headquartered in Lynchburg, Virginia.
Lam Research Corporation
Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits. The company offers ALTUS systems to deposit conformal films for tungsten metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SOLA ultraviolet thermal processing products for film treatments; and VECTOR plasma-enhanced CVD ALD products. It also provides SPEED gapfill high-density plasma chemical vapor deposition products; and Striker single-wafer atomic layer deposition products for dielectric film solutions. In addition, the company offers Flex for dielectric etch applications; Kiyo for conductor etch applications; Syndion for through-silicon via etch applications; and Versys metal products for metal etch processes. Further, it provides Coronus bevel clean products to enhance die yield; Da Vinci, DV-Prime, EOS, and SP series products to address various wafer cleaning applications; and Metryx mass metrology systems for high precision in-line mass measurement in semiconductor wafer manufacturing. The company sells its products and services to semiconductors industry in the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and internationally. Lam Research Corporation was incorporated in 1980 and is headquartered in Fremont, California.
Latest BWXT
- Guggenheim initiated coverage on BWX Technologies with a new price target
- SEC Form 4 filed by Director Burbach Gerhard F
- SEC Form 4 filed by Director Krieg Kenneth J
- SEC Form 4 filed by Director Jaska James M
- SEC Form 4 filed by Director Jablonsky Daniel L
- SEC Form 4 filed by Director Piasecki Nicole Weyerhaeuser
- SEC Form 4 filed by Director Melvin Leland D
- SEC Form 4 filed by Director Richardson John M
- SEC Form 4 filed by Director Bertsch Jan
- SEC Form 4 filed by SVP, Operations Maddux Suzanne
Latest LRCX
- President and CEO Archer Timothy exercised 30,000 shares at a strike of $30.03 and sold $9,577,800 worth of shares (30,000 units at $319.26) as part of a pre-agreed trading plan (SEC Form 4)
- Director Mayer Bethany sold $3,007,970 worth of shares (9,557 units at $314.74) (SEC Form 4)
- Senior Vice President Varadarajan Seshasayee sold $17,406,370 worth of shares (59,750 units at $291.32) as part of a pre-agreed trading plan and exercised 39,750 shares at a strike of $39.25, decreasing direct ownership by 9% to 205,546 units (SEC Form 4)
- Chief Legal Officer Harter Ava sold $1,512,300 worth of shares (5,000 units at $302.46) as part of a pre-agreed trading plan, decreasing direct ownership by 11% to 42,462 units (SEC Form 4)
- Lam Research Announces Retirement of Michael R. Cannon and Sohail U. Ahmed from Board of Directors
- Lam Research Corporation filed SEC Form 8-K: Leadership Update
- Lam Research Corporation Announces a 27% Increase in Quarterly Dividend
- Lam Research Breaks Ground on New Oregon Lab to Accelerate AI Era Semiconductor Research & Development Locally, Globally
- Lam Research Corporation Announces Participation at Upcoming Conferences
- Lam Research Announces Plans to Invest More than $3B to Expand Global Lab Network, Increase Innovation Velocity in the AI Era