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Side-by-side financial comparison of Edison International (EIX) and Lam Research (LRCX). Click either name above to swap in a different company.
Lam Research is the larger business by last-quarter revenue ($5.8B vs $5.2B, roughly 1.1× Edison International). Edison International runs the higher net margin — 35.4% vs 31.2%, a 4.2% gap on every dollar of revenue. On growth, Edison International posted the faster year-over-year revenue change (30.8% vs 23.8%). Over the past eight quarters, Lam Research's revenue compounded faster (22.8% CAGR vs 13.1%).
Edison International is a public utility holding company based in Rosemead, California. Its subsidiaries include Southern California Edison, and unregulated non-utility business assets Edison Energy. Edison's roots trace back to Holt & Knupps, a company founded in 1886 as a provider of street lights in Visalia, California.
Lam Research Corporation is an American supplier of wafer-fabrication equipment and related services to the semiconductor industry. Its products are used primarily in front-end wafer processing, which involves the steps that create the active components of semiconductor devices and their wiring (interconnects). The company also builds equipment for back-end wafer-level packaging (WLP) and for related manufacturing markets such as for microelectromechanical systems (MEMS).
EIX vs LRCX — Head-to-Head
Income Statement — Q4 FY2025 vs Q3 FY2026
| Metric | | |
|---|---|---|
| Revenue | $5.2B | $5.8B |
| Net Profit | $1.8B | $1.8B |
| Gross Margin | — | 49.8% |
| Operating Margin | 52.8% | 35.0% |
| Net Margin | 35.4% | 31.2% |
| Revenue YoY | 30.8% | 23.8% |
| Net Profit YoY | 443.5% | 37.2% |
| EPS (diluted) | $4.78 | $1.45 |
Green = leading value per metric. Periods may differ when fiscal calendars don't align.
8-Quarter Revenue & Profit Trend
Side-by-side quarterly history. Quarters aligned by calendar period so offset fiscal years line up.
| Q1 26 | — | $5.8B | ||
| Q4 25 | $5.2B | $5.3B | ||
| Q3 25 | $5.8B | $5.3B | ||
| Q2 25 | $4.5B | $5.2B | ||
| Q1 25 | $3.8B | $4.7B | ||
| Q4 24 | $4.0B | $4.4B | ||
| Q3 24 | $5.2B | $4.2B | ||
| Q2 24 | $4.3B | $3.9B |
| Q1 26 | — | $1.8B | ||
| Q4 25 | $1.8B | $1.6B | ||
| Q3 25 | $832.0M | $1.6B | ||
| Q2 25 | $343.0M | $1.7B | ||
| Q1 25 | $1.4B | $1.3B | ||
| Q4 24 | $340.0M | $1.2B | ||
| Q3 24 | $516.0M | $1.1B | ||
| Q2 24 | $439.0M | $1.0B |
| Q1 26 | — | 49.8% | ||
| Q4 25 | — | 49.6% | ||
| Q3 25 | — | 50.4% | ||
| Q2 25 | — | 50.1% | ||
| Q1 25 | — | 49.0% | ||
| Q4 24 | — | 47.4% | ||
| Q3 24 | — | 48.0% | ||
| Q2 24 | — | 47.5% |
| Q1 26 | — | 35.0% | ||
| Q4 25 | 52.8% | 33.9% | ||
| Q3 25 | 24.9% | 34.4% | ||
| Q2 25 | 17.1% | 33.7% | ||
| Q1 25 | 56.0% | 33.1% | ||
| Q4 24 | 19.8% | 30.5% | ||
| Q3 24 | 19.1% | 30.3% | ||
| Q2 24 | 20.8% | 29.1% |
| Q1 26 | — | 31.2% | ||
| Q4 25 | 35.4% | 29.8% | ||
| Q3 25 | 14.5% | 29.5% | ||
| Q2 25 | 7.6% | 33.3% | ||
| Q1 25 | 37.7% | 28.2% | ||
| Q4 24 | 8.5% | 27.2% | ||
| Q3 24 | 9.9% | 26.8% | ||
| Q2 24 | 10.1% | 26.4% |
| Q1 26 | — | $1.45 | ||
| Q4 25 | $4.78 | $1.26 | ||
| Q3 25 | $2.16 | $1.24 | ||
| Q2 25 | $0.89 | $1.34 | ||
| Q1 25 | $3.72 | $1.03 | ||
| Q4 24 | $0.89 | $0.92 | ||
| Q3 24 | $1.32 | $0.86 | ||
| Q2 24 | $1.13 | $7.78 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $158.0M | $4.8B |
| Total DebtLower is stronger | $38.0B | — |
| Stockholders' EquityBook value | $17.6B | — |
| Total Assets | $94.0B | $20.8B |
| Debt / EquityLower = less leverage | 2.16× | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $4.8B | ||
| Q4 25 | $158.0M | $6.2B | ||
| Q3 25 | $364.0M | $6.7B | ||
| Q2 25 | $140.0M | $6.4B | ||
| Q1 25 | $1.3B | $5.5B | ||
| Q4 24 | $193.0M | $5.7B | ||
| Q3 24 | $200.0M | $6.1B | ||
| Q2 24 | $465.0M | $5.8B |
| Q1 26 | — | — | ||
| Q4 25 | $38.0B | $3.7B | ||
| Q3 25 | $36.4B | $3.7B | ||
| Q2 25 | $37.7B | $3.7B | ||
| Q1 25 | $38.4B | $3.7B | ||
| Q4 24 | $35.6B | $4.5B | ||
| Q3 24 | $34.9B | $4.5B | ||
| Q2 24 | $34.8B | $4.5B |
| Q1 26 | — | — | ||
| Q4 25 | $17.6B | $10.1B | ||
| Q3 25 | $17.2B | $10.2B | ||
| Q2 25 | $16.7B | $9.9B | ||
| Q1 25 | $16.6B | $9.5B | ||
| Q4 24 | $15.6B | $8.8B | ||
| Q3 24 | $15.7B | $8.5B | ||
| Q2 24 | $15.4B | $8.5B |
| Q1 26 | — | $20.8B | ||
| Q4 25 | $94.0B | $21.4B | ||
| Q3 25 | $90.5B | $21.9B | ||
| Q2 25 | $88.8B | $21.3B | ||
| Q1 25 | $88.4B | $20.0B | ||
| Q4 24 | $85.6B | $19.8B | ||
| Q3 24 | $84.7B | $19.5B | ||
| Q2 24 | $84.8B | $18.7B |
| Q1 26 | — | — | ||
| Q4 25 | 2.16× | 0.37× | ||
| Q3 25 | 2.12× | 0.37× | ||
| Q2 25 | 2.26× | 0.38× | ||
| Q1 25 | 2.31× | 0.39× | ||
| Q4 24 | 2.29× | 0.51× | ||
| Q3 24 | 2.23× | 0.53× | ||
| Q2 24 | 2.26× | 0.52× |
Cash Flow & Capital Efficiency
How much cash each business actually produces after reinvestment. Cash flow is harder to manipulate than net income.
| Metric | | |
|---|---|---|
| Operating Cash FlowLast quarter | $1.6B | $1.1B |
| Free Cash FlowOCF − Capex | $-319.0M | — |
| FCF MarginFCF / Revenue | -6.1% | — |
| Capex IntensityCapex / Revenue | 36.3% | 5.7% |
| Cash ConversionOCF / Net Profit | 0.85× | 0.63× |
| TTM Free Cash FlowTrailing 4 quarters | $-715.0M | — |
8-quarter trend — quarters aligned by calendar period.
| Q1 26 | — | $1.1B | ||
| Q4 25 | $1.6B | $1.5B | ||
| Q3 25 | $2.1B | $1.8B | ||
| Q2 25 | $882.0M | $2.6B | ||
| Q1 25 | $1.2B | $1.3B | ||
| Q4 24 | $1.2B | $741.9M | ||
| Q3 24 | $2.5B | $1.6B | ||
| Q2 24 | $329.0M | $862.4M |
| Q1 26 | — | — | ||
| Q4 25 | $-319.0M | $1.2B | ||
| Q3 25 | $618.0M | $1.6B | ||
| Q2 25 | $-830.0M | $2.4B | ||
| Q1 25 | $-184.0M | $1.0B | ||
| Q4 24 | $-326.0M | $553.6M | ||
| Q3 24 | $961.0M | $1.5B | ||
| Q2 24 | $-1.1B | $761.7M |
| Q1 26 | — | — | ||
| Q4 25 | -6.1% | 22.8% | ||
| Q3 25 | 10.7% | 29.9% | ||
| Q2 25 | -18.3% | 46.1% | ||
| Q1 25 | -4.8% | 21.6% | ||
| Q4 24 | -8.2% | 12.7% | ||
| Q3 24 | 18.5% | 35.0% | ||
| Q2 24 | -25.2% | 19.7% |
| Q1 26 | — | 5.7% | ||
| Q4 25 | 36.3% | 4.9% | ||
| Q3 25 | 26.2% | 3.5% | ||
| Q2 25 | 37.7% | 3.3% | ||
| Q1 25 | 36.9% | 6.1% | ||
| Q4 24 | 37.6% | 4.3% | ||
| Q3 24 | 29.1% | 2.7% | ||
| Q2 24 | 32.8% | 2.6% |
| Q1 26 | — | 0.63× | ||
| Q4 25 | 0.85× | 0.93× | ||
| Q3 25 | 2.55× | 1.13× | ||
| Q2 25 | 2.57× | 1.48× | ||
| Q1 25 | 0.85× | 0.98× | ||
| Q4 24 | 3.44× | 0.62× | ||
| Q3 24 | 4.79× | 1.40× | ||
| Q2 24 | 0.75× | 0.85× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
EIX
| Commercial | $2.2B | 43% |
| Residential | $1.2B | 23% |
| Other | $966.0M | 19% |
| Other Operating Revenue | $802.0M | 15% |
LRCX
Segment breakdown not available.
