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Side-by-side financial comparison of Lam Research (LRCX) and US Foods Holding Corp. (USFD). Click either name above to swap in a different company.
US Foods Holding Corp. is the larger business by last-quarter revenue ($9.8B vs $5.3B, roughly 1.8× Lam Research). Lam Research runs the higher net margin — 29.8% vs 1.9%, a 27.9% gap on every dollar of revenue. On growth, Lam Research posted the faster year-over-year revenue change (22.1% vs 3.3%). Lam Research produced more free cash flow last quarter ($1.2B vs $159.0M). Over the past eight quarters, Lam Research's revenue compounded faster (18.7% CAGR vs 4.6%).
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).
US Foods Holding Corp. is an American food service distributor. It is the second-largest food service distributor in the U.S., after Sysco. The company supplies 250,000 locations including independent restaurants, chain restaurants, healthcare, hospitality, and educational institutions.
LRCX vs USFD — Head-to-Head
Income Statement — Q2 FY2026 vs Q4 FY2025
| Metric | | |
|---|---|---|
| Revenue | $5.3B | $9.8B |
| Net Profit | $1.6B | $184.0M |
| Gross Margin | 49.6% | 17.6% |
| Operating Margin | 33.9% | 3.3% |
| Net Margin | 29.8% | 1.9% |
| Revenue YoY | 22.1% | 3.3% |
| Net Profit YoY | 33.8% | 178.8% |
| EPS (diluted) | $1.26 | $0.82 |
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.
| Q4 25 | $5.3B | $9.8B | ||
| Q3 25 | $5.3B | $10.2B | ||
| Q2 25 | $5.2B | $10.1B | ||
| Q1 25 | $4.7B | $9.4B | ||
| Q4 24 | $4.4B | $9.5B | ||
| Q3 24 | $4.2B | $9.7B | ||
| Q2 24 | $3.9B | $9.7B | ||
| Q1 24 | $3.8B | $8.9B |
| Q4 25 | $1.6B | $184.0M | ||
| Q3 25 | $1.6B | $153.0M | ||
| Q2 25 | $1.7B | $224.0M | ||
| Q1 25 | $1.3B | $115.0M | ||
| Q4 24 | $1.2B | $66.0M | ||
| Q3 24 | $1.1B | $148.0M | ||
| Q2 24 | $1.0B | $198.0M | ||
| Q1 24 | $965.8M | $82.0M |
| Q4 25 | 49.6% | 17.6% | ||
| Q3 25 | 50.4% | 17.2% | ||
| Q2 25 | 50.1% | 17.6% | ||
| Q1 25 | 49.0% | 17.3% | ||
| Q4 24 | 47.4% | 17.6% | ||
| Q3 24 | 48.0% | 17.1% | ||
| Q2 24 | 47.5% | 17.6% | ||
| Q1 24 | 47.5% | 16.7% |
| Q4 25 | 33.9% | 3.3% | ||
| Q3 25 | 34.4% | 2.8% | ||
| Q2 25 | 33.7% | 3.7% | ||
| Q1 25 | 33.1% | 2.4% | ||
| Q4 24 | 30.5% | 3.2% | ||
| Q3 24 | 30.3% | 2.9% | ||
| Q2 24 | 29.1% | 3.6% | ||
| Q1 24 | 27.9% | 1.8% |
| Q4 25 | 29.8% | 1.9% | ||
| Q3 25 | 29.5% | 1.5% | ||
| Q2 25 | 33.3% | 2.2% | ||
| Q1 25 | 28.2% | 1.2% | ||
| Q4 24 | 27.2% | 0.7% | ||
| Q3 24 | 26.8% | 1.5% | ||
| Q2 24 | 26.4% | 2.0% | ||
| Q1 24 | 25.5% | 0.9% |
| Q4 25 | $1.26 | $0.82 | ||
| Q3 25 | $1.24 | $0.67 | ||
| Q2 25 | $1.34 | $0.96 | ||
| Q1 25 | $1.03 | $0.49 | ||
| Q4 24 | $0.92 | $0.28 | ||
| Q3 24 | $0.86 | $0.61 | ||
| Q2 24 | $7.78 | $0.80 | ||
| Q1 24 | $7.34 | $0.33 |
Balance Sheet & Financial Strength
Snapshot of each company's liquidity, leverage and book value from the latest quarter.
| Metric | | |
|---|---|---|
| Cash + ST InvestmentsLiquidity on hand | $6.2B | $41.0M |
| Total DebtLower is stronger | $3.7B | $5.1B |
| Stockholders' EquityBook value | $10.1B | $4.3B |
| Total Assets | $21.4B | $13.9B |
| Debt / EquityLower = less leverage | 0.37× | 1.18× |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $6.2B | $41.0M | ||
| Q3 25 | $6.7B | $56.0M | ||
| Q2 25 | $6.4B | $61.0M | ||
| Q1 25 | $5.5B | $101.0M | ||
| Q4 24 | $5.7B | $59.0M | ||
| Q3 24 | $6.1B | $81.0M | ||
| Q2 24 | $5.8B | $405.0M | ||
| Q1 24 | $5.7B | $267.0M |
| Q4 25 | $3.7B | $5.1B | ||
| Q3 25 | $3.7B | $4.8B | ||
| Q2 25 | $3.7B | $4.7B | ||
| Q1 25 | $3.7B | $4.7B | ||
| Q4 24 | $4.5B | $4.8B | ||
| Q3 24 | $4.5B | $4.7B | ||
| Q2 24 | $4.5B | $4.6B | ||
| Q1 24 | $4.5B | $4.6B |
| Q4 25 | $10.1B | $4.3B | ||
| Q3 25 | $10.2B | $4.5B | ||
| Q2 25 | $9.9B | $4.6B | ||
| Q1 25 | $9.5B | $4.6B | ||
| Q4 24 | $8.8B | $4.5B | ||
| Q3 24 | $8.5B | $4.6B | ||
| Q2 24 | $8.5B | $5.0B | ||
| Q1 24 | $8.0B | $4.8B |
| Q4 25 | $21.4B | $13.9B | ||
| Q3 25 | $21.9B | $14.0B | ||
| Q2 25 | $21.3B | $13.8B | ||
| Q1 25 | $20.0B | $13.7B | ||
| Q4 24 | $19.8B | $13.4B | ||
| Q3 24 | $19.5B | $13.5B | ||
| Q2 24 | $18.7B | $13.7B | ||
| Q1 24 | $18.3B | $13.4B |
| Q4 25 | 0.37× | 1.18× | ||
| Q3 25 | 0.37× | 1.08× | ||
| Q2 25 | 0.38× | 1.02× | ||
| Q1 25 | 0.39× | 1.02× | ||
| Q4 24 | 0.51× | 1.06× | ||
| Q3 24 | 0.53× | 1.01× | ||
| Q2 24 | 0.52× | 0.92× | ||
| Q1 24 | 0.56× | 0.95× |
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 | $1.5B | $293.0M |
| Free Cash FlowOCF − Capex | $1.2B | $159.0M |
| FCF MarginFCF / Revenue | 22.8% | 1.6% |
| Capex IntensityCapex / Revenue | 4.9% | 1.4% |
| Cash ConversionOCF / Net Profit | 0.93× | 1.59× |
| TTM Free Cash FlowTrailing 4 quarters | $6.2B | $959.0M |
8-quarter trend — quarters aligned by calendar period.
| Q4 25 | $1.5B | $293.0M | ||
| Q3 25 | $1.8B | $351.0M | ||
| Q2 25 | $2.6B | $334.0M | ||
| Q1 25 | $1.3B | $391.0M | ||
| Q4 24 | $741.9M | $283.0M | ||
| Q3 24 | $1.6B | $270.0M | ||
| Q2 24 | $862.4M | $482.0M | ||
| Q1 24 | $1.4B | $139.0M |
| Q4 25 | $1.2B | $159.0M | ||
| Q3 25 | $1.6B | $236.0M | ||
| Q2 25 | $2.4B | $257.0M | ||
| Q1 25 | $1.0B | $307.0M | ||
| Q4 24 | $553.6M | $178.0M | ||
| Q3 24 | $1.5B | $190.0M | ||
| Q2 24 | $761.7M | $413.0M | ||
| Q1 24 | $1.3B | $52.0M |
| Q4 25 | 22.8% | 1.6% | ||
| Q3 25 | 29.9% | 2.3% | ||
| Q2 25 | 46.1% | 2.5% | ||
| Q1 25 | 21.6% | 3.3% | ||
| Q4 24 | 12.7% | 1.9% | ||
| Q3 24 | 35.0% | 2.0% | ||
| Q2 24 | 19.7% | 4.3% | ||
| Q1 24 | 33.8% | 0.6% |
| Q4 25 | 4.9% | 1.4% | ||
| Q3 25 | 3.5% | 1.1% | ||
| Q2 25 | 3.3% | 0.8% | ||
| Q1 25 | 6.1% | 0.9% | ||
| Q4 24 | 4.3% | 1.1% | ||
| Q3 24 | 2.7% | 0.8% | ||
| Q2 24 | 2.6% | 0.7% | ||
| Q1 24 | 2.7% | 1.0% |
| Q4 25 | 0.93× | 1.59× | ||
| Q3 25 | 1.13× | 2.29× | ||
| Q2 25 | 1.48× | 1.49× | ||
| Q1 25 | 0.98× | 3.40× | ||
| Q4 24 | 0.62× | 4.29× | ||
| Q3 24 | 1.40× | 1.82× | ||
| Q2 24 | 0.85× | 2.43× | ||
| Q1 24 | 1.43× | 1.70× |
Financial Flow Comparison
Revenue → gross profit → operating profit → net profit for each company.
Revenue Breakdown by Segment
LRCX
| System | $3.4B | 63% |
| Customer Supportand Other | $2.0B | 37% |
USFD
| Product One | $3.5B | 36% |
| Product Two | $1.7B | 17% |
| Product Three | $1.7B | 17% |
| Product Four | $985.0M | 10% |
| Product Five | $901.0M | 9% |
| Product Six | $580.0M | 6% |
| Product Seven | $485.0M | 5% |
