Compare · DRS vs LRCX
DRS vs LRCX
Side-by-side comparison of Leonardo DRS Inc. (DRS) and Lam Research Corporation (LRCX): market cap, price performance, sector, and recent activity on the wire.
Summary
- DRS 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 $393.74B, about 38.7x DRS ($10.18B).
- Over the past year, DRS is down 7.9% and LRCX is up 202.0% - LRCX leads by 209.9 points.
- LRCX has been more active in the news (7 items in the past 4 weeks vs 5 for DRS).
- LRCX has more recent analyst coverage (25 ratings vs 12 for DRS).
- Company
- Leonardo DRS Inc.
- Lam Research Corporation
- Price
- $38.60+1.11%
- $312.95-0.54%
- Market cap
- $10.18B
- $393.74B
- 1M return
- -21.49%
- +16.08%
- 1Y return
- -7.92%
- +201.96%
- Industry
- Industrial Machinery/Components
- Industrial Machinery/Components
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1984
- News (4w)
- 5
- 7
- Recent ratings
- 12
- 25
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 DRS
- Space42 and Leonardo DRS Sign MoU to Advance Next-Generation National Security Mission Systems
- Leonardo DRS Demonstrates Defeat of Group 1-2 Unmanned Aerial System Threats for Fielded SGT STOUT M-SHORAD
- Hypersonic Testing Is Moving From Wind Tunnels to the Sky
- EVP Chief Tax and Treasury Rinsky Jason sold $177,010 worth of shares (3,864 units at $45.81) as part of a pre-agreed trading plan, decreasing direct ownership by 14% to 23,581 units (SEC Form 4)
- Leonardo DRS Signs Agreement for New Brookfield, Connecticut, Facility to Support Growth of Naval Power Systems Business
- SEC Form 10-Q filed by Leonardo DRS Inc.
- Leonardo DRS Announces Financial Results for Second Quarter 2026
- Leonardo DRS Inc. filed SEC Form 8-K: Results of Operations and Financial Condition, Regulation FD Disclosure, Financial Statements and Exhibits
- Leonardo DRS Inc. filed SEC Form 8-K: Other Events, Financial Statements and Exhibits
- Leonardo DRS to Acquire Raft, Expanding Multi-Domain AI, Data Fusion and Mission Software Capabilities
Latest LRCX
- 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
- Lam Research and NY Creates Team Up to Enable Training of University Students for the Semiconductor Workforce
- SEC Form 10-K filed by Lam Research Corporation
- President and CEO Archer Timothy exercised 30,000 shares at a strike of $30.03 and sold $9,000,000 worth of shares (30,000 units at $300.00) as part of a pre-agreed trading plan (SEC Form 4)
- Chief Legal Officer Harter Ava covered exercise/tax liability with 5,790 shares, decreasing direct ownership by 11% to 47,462 units (SEC Form 4) to cover withholding tax
- Lam Research Corporation filed SEC Form 8-K: Results of Operations and Financial Condition, Financial Statements and Exhibits
- Lam Research Corporation Reports Financial Results for the Quarter Ended June 28, 2026
- The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving