Owner Scorecard


← The groupings

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 45.1%; median operating margin 13.6%; median owner earnings $307M; median return on invested capital 20.7%; 15 of 18 hold net cash. Medians of this table’s own columns, over the members each applies to · data as of July 9, 2026.

Pick two to four to weigh side by side. Compare these →
latest fiscal year, USD median over the record median over the record op. cash − maintenance capex · latest FY, USD after tax · median over the record debt − cash & ST investments · latest FY, USD
ASML ASML HOLDING NV Semiconductor Equipment $37.4B48.6%29.0%$13.3B28.1%+$9.8B cash
LRCX Lam Research Corporation Semiconductor Equipment $18.4B45.9%28.6%$5.8B48.9%+$4.5B cash
8035 Tokyo Electron Semiconductor Equipment $15.1B40.4%24.9%$2.8B+$3.5B cash
KLAC KLA Corporation Semiconductor Equipment $12.2B60.0%37.2%$3.7B37.8%$2.3B
6857 Advantest Semiconductor Equipment $7.0B56.7%22.6%$1.9B44.1%+$2.0B cash
7735 SCREEN Holdings Semiconductor Equipment $3.7B27.5%12.6%$481M25.3%+$1.8B cash
6146 Disco Semiconductor Equipment $2.7B60.1%30.5%$731M33.7%+$1.1B cash
6920 Lasertec Semiconductor Equipment $1.5B54.0%35.4%$467M43.3%+$530M cash
ONTO Onto Innovation Semiconductor Equipment $1.0B51.5%14.2%$307M10.0%+$428M cash
ACMR ACM Research Inc. Semiconductor Equipment $901M47.1%13.7%($25M)17.4%+$579M cash
ACLS Axcelis Technologies Semiconductor Equipment $839M42.0%13.5%$107M20.7%+$345M cash
CRCT Cricut Inc. Semiconductor Equipment $709M39.5%11.0%32.5%+$276M cash
VECO Veeco Instruments Inc. Semiconductor Equipment $664M40.1%5.0%$53M-5.7%$89M
AZTA Azenta Inc. Semiconductor Equipment $594M44.3%-6.1%$38M-2.6%+$276M cash
ERII Energy Recovery Inc. Semiconductor Equipment $135M68.6%13.4%$17M12.6%+$75M cash
ASYS Amtech Systems Inc. Semiconductor Equipment $79M36.9%-0.7%$7M-0.9%+$17M cash
AEHR Aehr Test Systems Semiconductor Equipment $59M37.6%-12.4%($10M)-21.2%+$25M cash
VELO Velo3D Inc. Semiconductor Equipment $46M-5.1%-172.1%($30M)-174.9%$15M

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 2026-07-17) 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.