Semiconductor Materials & Equipment stocks
21 US-listed companies in semiconductor materials & equipment, with $120.6bn of combined revenue in their latest fiscal years. Asml Holding NV is the largest ($36.9bn). The fastest grower with at least $100m of revenue in both years is Nova LTD., up 31.0%. The median company grew 10.7% with a net margin of 12.0%.
Companies21
Combined revenue$120.6bn
Median revenue growth10.7%
Median net margin12.0%
Median return on equity10.2%
| # | Company | Revenue | Growth | Net margin | ROE | Fiscal year |
|---|---|---|---|---|---|---|
| 1 | Asml Holding NVASML | $36.9bn | 20.8% | 29.4% | 51.6% | 2025 |
| 2 | Applied MaterialsAMAT | $28.4bn | 4.4% | 24.7% | 35.5% | 2025 |
| 3 | Lam ResearchLRCX | $23.2bn | 26.0% | 31.3% | 65.1% | 2026 |
| 4 | KLA CorporationKLAC | $13.6bn | 11.7% | 35.6% | 87.5% | 2026 |
| 5 | MKS IncMKSI | $3.9bn | 9.6% | 7.5% | 11.7% | 2025 |
| 6 | Entegris IncENTG | $3.2bn | −1.4% | 7.4% | 6.2% | 2025 |
| 7 | TeradyneTER | $3.2bn | 13.1% | 17.4% | 19.7% | 2025 |
| 8 | Ultra Clean Holdings, Inc.UCTT | $2.1bn | −2.1% | −8.8% | −22.9% | 2025 |
| 9 | Onto Innovation Inc.ONTO | $1.0bn | 1.8% | 13.6% | 6.8% | 2025 |
| 10 | ACM Research, Inc.ACMR | $901m | 15.2% | 10.4% | 7.9% | 2025 |
| 11 | Nova LTD.NVMI | $881m | 31.0% | 29.4% | 23.1% | 2025 |
| 12 | Axcelis Technologies IncACLS | $839m | −17.6% | 14.3% | 11.7% | 2025 |
| 13 | Veeco Instruments IncVECO | $664m | −7.4% | 5.3% | 4.3% | 2025 |
| 14 | Kulicke & Soffa Industries IncKLIC | $654m | −7.4% | 0.0% | 0.0% | 2025 |
| 15 | Camtek LTDCAMT | $496m | 15.6% | 10.2% | 8.7% | 2025 |
| 16 | Cohu IncCOHU | $453m | 12.7% | −16.4% | −9.0% | 2025 |
| 17 | AXT IncAXTI | $88m | −11.1% | −24.1% | −9.1% | 2025 |
| 18 | Amtech Systems IncASYS | $79m | −21.6% | −38.2% | −44.7% | 2025 |
| 19 | Aehr Test SystemsAEHR | $50m | −15.2% | −14.3% | −4.2% | 2026 |
| 20 | CVD Equipment CorpCVV | $26m | −4.1% | −6.1% | −6.3% | 2025 |
| 21 | Sono TEK CorpSOTK | $21m | 2.0% | 8.6% | 9.6% | 2026 |
Other technology industries
- Semiconductors82 companies
- Technology Hardware, Storage & Peripherals29 companies
- Systems Software44 companies
- Application Software223 companies
- IT Consulting & Other Services48 companies
- Technology Distributors14 companies
- Communications Equipment46 companies
- Electronic Manufacturing Services13 companies
- Electronic Components30 companies
- Electronic Equipment & Instruments56 companies
- Internet Services & Infrastructure44 companies