CrowdStrike Holdings, Inc. (CRWD)
CrowdStrike delivers cloud-native endpoint and cloud-workload cybersecurity through its Falcon platform.
CRWD vs LRCX: how the two businesses compare
CrowdStrike (CRWD) and Lam Research (LRCX) do not both have comparable annual revenue in the SEC XBRL snapshot, so this comparison rests on business descriptions, classifications, and filings. The SEC classifies them differently (Services-Prepackaged Software; Special Industry Machinery, NEC); what connects them is shared exposure to the Artificial intelligence research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Information Technology
- Different
- Separate classifications
- Different
- CRWD January 31 · LRCX June 27
- Aug 7, 2026
CRWD vs LRCX: quick comparison
| Company fact | CRWD | LRCX |
|---|---|---|
| Company | CrowdStrike Holdings, Inc. | Lam Research Corporation |
| Exchange | NASDAQ | NASDAQ |
| SEC industry | Services-Prepackaged Software | Special Industry Machinery, NEC |
| Fiscal year-end | January 31 | June 27 |
| Latest annual filing | 10-K · 2026-03-05 | 10-K · 2026-08-07 |
Where CRWD and LRCX overlap, and where they don't
Overlap
- Shared research theme: Artificial intelligence.
Differences
- Different SEC industries: CRWD files as Services-Prepackaged Software; LRCX as Special Industry Machinery, NEC.
- Offset fiscal calendars: CRWD's year ends January 31 and LRCX's June 27, about 5 months apart.
- Only LRCX maps to Tariffs & trade.
- CRWD reported a net loss of $161M in its fiscal year ended Jan 2026.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
Lam Research Corporation (LRCX)
Lam Research supplies wafer-fabrication equipment specializing in etch and deposition steps for advanced memory and logic chips.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves CRWD
We have not yet published a company-specific driver list for CRWD. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-03-05.
What moves LRCX
We have not yet published a company-specific driver list for LRCX. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-08-07.
The investment question
You now know how CRWD and LRCX are classified, when their fiscal years end, and where their exposures overlap. Those are the facts. The investment question is what each share price already assumes about their exposure to artificial intelligence, and which evidence in the next filings would prove that assumption wrong.
Members-only research
Members-only research on CRWD and LRCX
- Lam Research and the economics of harder-to-build memory
What Lam Research’s NAND conversions, manufacturing complexity and cash conversion showed on January 30, 2026.
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The thesis, the numbers behind it, and what would break it. Full access is $39 a month.
Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. CRWD's fiscal year ends January 31, while LRCX's ends June 27. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 18 matched transaction rows for CRWD and 39 matched transaction rows for LRCX. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
CRWD primary filings
LRCX primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
CRWD vs LRCX FAQs
Are CRWD and LRCX direct competitors?
Not necessarily. CrowdStrike files as Services-Prepackaged Software and Lam Research as Special Industry Machinery, NEC. The pair is compared because both map to the Artificial intelligence research theme, not because the filings show head-to-head competition.
Which is better, CRWD or LRCX?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this CRWD vs LRCX comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers CrowdStrike Holdings, Inc. and Lam Research Corporation tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
CRWD vs LRCX compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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