Compare · ESAB vs LRCX
ESAB vs LRCX
Side-by-side comparison of ESAB Corporation (ESAB) and Lam Research Corporation (LRCX): market cap, price performance, sector, and recent activity on the wire.
Summary
- ESAB 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 $381.69B, about 74.2x ESAB ($5.14B).
- Over the past year, ESAB is down 35.9% and LRCX is up 209.6% - LRCX leads by 245.4 points.
- Both names hit the wire about 4 times in the past 4 weeks.
- LRCX has more recent analyst coverage (25 ratings vs 21 for ESAB).
- Company
- ESAB Corporation
- Lam Research Corporation
- Price
- $84.49+1.04%
- $305.42-4.48%
- Market cap
- $5.14B
- $381.69B
- 1M return
- -12.84%
- -18.50%
- 1Y return
- -35.88%
- +209.57%
- Industry
- Industrial Machinery/Components
- Industrial Machinery/Components
- Exchange
- NYSE
- NASDAQ
- IPO
- 2022
- 1984
- News (4w)
- 4
- 4
- Recent ratings
- 21
- 25
ESAB Corporation
ESAB Corporation formulates, develops, manufactures, and supplies consumable products and equipment for use in cutting, joining, and automated welding, as well as gas control equipment. Its comprehensive range of welding consumables includes electrodes, cored and solid wires, and fluxes using a range of specialty and other materials; and cutting consumables, including electrodes, nozzles, shields, and tips. The company's fabrication technology equipment ranges from portable welding machines to large customized automated cutting and welding systems. It also offers a range of digital software and solutions to help its customers increase their productivity, remotely monitor their welding operations, and digitize their documentation. The company sells its products under the ESAB brand to various end markets, including general industry, construction, infrastructure, transportation, energy, renewable energy, and medical and life sciences. It offers its products through independent distributors and direct salespeople. ESAB Corporation was incorporated in 2021 and is based in Wilmington, Delaware.
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 ESAB
- SEC Form 4 filed by EVP, Business Operations Bhagwakar Ranjana N
- ESAB Corporation Schedules Second Quarter 2026 Earnings Release and Conference Call
- SEC Form 4 filed by EVP, Business Operations Bhagwakar Ranjana N
- SEC Form 3 filed by new insider Bhagwakar Ranjana N
- Executive Chair of Board Rales Mitchell P was granted 596 shares, increasing direct ownership by 4% to 16,432 units (SEC Form 4)
- SEC Form 4 filed by Director Teirlinck Didier P
- SEC Form 4 filed by Director Lutz Robert S
- SEC Form 424B7 filed by ESAB Corporation
- DA Davidson initiated coverage on ESAB Corp. with a new price target
- SEC Form 4 filed by Executive Chair of Board Rales Mitchell P
Latest LRCX
- The Hidden Layer of the AI Boom: Robotics, Packaging Equipment Companies Are Thriving
- Director Talwalkar Abhijit Y sold $6,124,470 worth of shares (18,282 units at $335.00) as part of a pre-agreed trading plan, decreasing direct ownership by 17% to 87,142 units (SEC Form 4)
- Lam Research Corporation Announces June Quarter Financial Conference Call
- President and CEO Archer Timothy exercised 30,000 shares at a strike of $30.03 and sold $11,700,300 worth of shares (30,000 units at $390.01) as part of a pre-agreed trading plan (SEC Form 4)
- Taiwan Semiconductor Suppliers Are Moving to the US, Creating New Opportunities
- SEC Form 11-K filed by Lam Research Corporation
- Director Brandt Eric sold $20,011,346 worth of shares (54,500 units at $367.18) as part of a pre-agreed trading plan, decreasing direct ownership by 27% to 144,705 units (SEC Form 4)
- Director Brandt Eric sold $19,118,360 worth of shares (54,500 units at $350.80) as part of a pre-agreed trading plan, decreasing direct ownership by 21% to 199,205 units (SEC Form 4)
- Senior Vice President Fernandes Neil J sold $2,371,226 worth of shares (7,659 units at $309.60) as part of a pre-agreed trading plan, decreasing direct ownership by 12% to 58,470 units (SEC Form 4)
- SEC Form SD filed by Lam Research Corporation