Owner Scorecard


The groupings / Information Technology / Semiconductor Equipment

A grouping · a comparative table

Semiconductor Equipment

18 companies across the library’s three pools, one row each. The columns are the line items this kind of business is read on; each header names its basis, and the margins and returns are medians over each company’s readable record — the through-cycle level, never one year’s print. Rows open largest first by latest-year revenue, and every column sorts both ways — the re-ordering is the reader’s own act, and a sorted view keeps its order in the address bar. The company stays in view as the columns scroll. A dash is a figure that could not be read; n/a is one that does not apply to that member; both sit at the back of a sorted column.

As a group: median revenue $953M; median gross margin 45.3%; median r&d / revenue 11.3%; median capex / revenue 4.1%; median inventory days 185; median owner earnings $307M; median return on invested capital 26.2%. Medians of this table’s own columns, over the members each applies to · data as of August 17, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD median over the record latest fiscal year latest fiscal year inventory ÷ daily cost of revenue · latest FY op. cash − maintenance capex · latest FY, USD after tax · median over the record
ASML ASML HOLDING NV Semiconductor Equipment $38.1B49.6%4.8%271$13.6B48.5%
LRCX Lam Research Corporation Semiconductor Equipment $23.2B46.2%10.2%4.2%136$5.4B56.0%
8035 Tokyo Electron Semiconductor Equipment $15.4B42.9% · 4y11.4%8.6%78$2.9B43.0% · 2y
KLAC KLA Corporation Semiconductor Equipment $13.6B60.4%11.3%2.8%253$3.8B39.5%
6857 Advantest Semiconductor Equipment $7.1B56.9% · 4y6.9%2.9%23$2.0B44.1%
7735 SCREEN Holdings Semiconductor Equipment $3.8B32.6% · 4y4.2%0$493M31.1%
6146 Disco Semiconductor Equipment $2.8B65.1% · 4y7.8%8.0%109$749M35.9%
6920 Lasertec Semiconductor Equipment $1.6B54.7% · 4y4.6%0.8%$478M50.8%
ONTO Onto Innovation Semiconductor Equipment $1.0B51.6%13.1%2.8%215$307M10.5%
ACMR ACM Research Inc. Semiconductor Equipment $901M47.1%16.1%6.2%512($25M)20.2%
ACLS Axcelis Technologies Semiconductor Equipment $839M42.6%13.0%1.3%260$107M21.2%
CRCT Cricut Inc. Semiconductor Equipment $709M39.5%9.4%13032.5%
VECO Veeco Instruments Inc. Semiconductor Equipment $664M40.4%18.0%2.4%252$53M-1.2%
AZTA Azenta Inc. Semiconductor Equipment $594M44.3%5.1%5.7%85$38M-2.6%
ERII Energy Recovery Inc. Semiconductor Equipment $135M67.2%9.7%1.0%188$17M12.9%
ASYS Amtech Systems Inc. Semiconductor Equipment $79M37.2%1.2%131$7M1.2%
AEHR Aehr Test Systems Semiconductor Equipment $50M39.1%25.3%4.1%467($5M)-7.7%
VELO Velo3D Inc. Semiconductor Equipment $46M-5.1%23.2%5.9%185($30M)-129.9%

Every figure is recomputed from the company’s own SEC or EDINET filings, the same way as on its page; the columns name facts, weigh nothing, and form no rank. Foreign filers are stated in US dollars at the dated reference rate (as of 2026-08-20) so each money column sorts on one basis; their own pages keep the records as filed. A foreign filer whose conversion terms are missing shows its money as filed and sorts to the back of the column — never a guessed conversion. Ratios and margins are currency-free.