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Compare · CMI vs LRCX

CMI vs LRCX

Side-by-side comparison of Cummins Inc. (CMI) and Lam Research Corporation (LRCX): market cap, price performance, sector, and recent activity on the wire.

Summary

  • CMI 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 $311.08B, about 3.5x CMI ($88.34B).
  • Over the past year, CMI is up 128.5% and LRCX is up 259.8% - LRCX leads by 131.2 points.
  • LRCX has been more active in the news (4 items in the past 4 weeks vs 1 for CMI).
  • Both have 25 recent analyst ratings on file.
PerformanceCMI+128.54%LRCX+259.75%
2025-04-30+0.00%2026-04-30
MetricCMILRCX
Company
Cummins Inc.
Lam Research Corporation
Price
$672.29+5.18%
$257.80+3.64%
Market cap
$88.34B
$311.08B
1M return
+24.97%
+20.66%
1Y return
+128.54%
+259.75%
Industry
Industrial Machinery/Components
Industrial Machinery/Components
Exchange
NYSE
NASDAQ
IPO
1984
News (4w)
1
4
Recent ratings
25
25
CMI

Cummins Inc.

Cummins Inc. designs, manufactures, distributes, and services diesel and natural gas engines, electric and hybrid powertrains, and related components worldwide. It operates through five segments: Engine, Distribution, Components, Power Systems, and New Power. The company offers diesel and natural gas powered engines under the Cummins and other customer brands for the heavy and medium-duty truck, bus, recreational vehicle, light-duty automotive, construction, mining, marine, rail, oil and gas, defense, and agricultural markets; and offers new parts and services, as well as remanufactured parts and engines. It also provides power generation systems, high-horsepower engines, heavy and medium duty engines, application engineering services, custom-designed assemblies, retail and wholesale aftermarket parts, and in-shop and field-based repair services. In addition, the company offers emission solutions; turbochargers; air and fuel filters, fuel water separators, lube and hydraulic filters, coolants, fuel additives, and other filtration systems; and electronic control modules, sensors, and supporting software, as well as new, replacement, and remanufactured fuel systems. Further, it provides automated transmissions; standby and prime power generators, controls, paralleling systems, and transfer switches, as well as A/C generator/alternator products under the Stamford and AVK brands; and electrified power systems with components and subsystems, including battery, fuel cell, and hydrogen production technologies. Additionally, it offers filtration, aftertreatment, controls systems, air handling systems, automated transmissions, and electric power generation systems. The company sells its products to original equipment manufacturers, distributors, dealers, and other customers. The company was formerly known as Cummins Engine Company and changed its name to Cummins Inc. in 2001. Cummins Inc. was founded in 1919 and is headquartered in Columbus, Indiana.

LRCX

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.

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