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 $347.22B, about 36.7x DRS ($9.47B).
- Over the past year, DRS is down 10.0% and LRCX is up 86.5% - LRCX leads by 96.4 points.
- DRS has been more active in the news (10 items in the past 4 weeks vs 4 for LRCX).
- LRCX has more recent analyst coverage (25 ratings vs 13 for DRS).
- Company
- Leonardo DRS Inc.
- Lam Research Corporation
- Price
- $35.41-0.14%
- $263.91-4.88%
- Market cap
- $9.47B
- $347.22B
- 1M return
- -4.50%
- -1.95%
- 1Y return
- -9.98%
- +86.46%
- Industry
- Industrial Machinery/Components
- Industrial Machinery/Components
- Exchange
- NASDAQ
- NASDAQ
- IPO
- 1984
- News (4w)
- 10
- 4
- Recent ratings
- 13
- 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
- Leonardo DRS Expands Federal Access to Mission-Critical Technologies Through NASA SEWP VI
- Leonardo DRS Awarded JIATF-401 IDIQ Contract to Accelerate Delivery of Tactical Expeditionary Sensing Capabilities for Critical Counter UAS Mission
- Leonardo DRS Selected to Advance Next-Generation Uncooled Thermal Infrared Sensing for U.S. Army DUTCH Initiative
- Leonardo DRS Strengthens Dismounted Soldier Modernization With $63 Million FWS-I Production Order
- Leonardo DRS CEO John Baylouny Receives AUSA John W. Dixon Award
- Leonardo DRS Launches cxMHR, a Fully Digital C-Band Radar for Integrated Air and Missile Defense
- Leonardo DRS Completes Training and Delivery of INOD Block III Thermal Weapon Sights for the Australian Army
- Leonardo DRS Establishes UK Subsidiary and Launches Local Capabilities for its Tactical Radars including Full Manufacturing
- Director Townsend Frances F converted options into 1,006 shares, increasing direct ownership by 3% to 36,894 units (SEC Form 4)
- Leonardo DRS Schedules Third Quarter 2026 Earnings Conference Call for October 29, 2026
Latest LRCX
- Lam Research Corporation Announces September Quarter Financial Conference Call
- SEC Form DEFA14A filed by Lam Research Corporation
- SEC Form DEF 14A filed by Lam Research Corporation
- Wafer Inspection Equipment Market Growth — Why AI Chip Production Is Driving Demand
- 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