Cost of Revenue: A Tale of Two Giants

In the ever-evolving landscape of technology and defense, Lam Research Corporation and Leidos Holdings, Inc. stand as titans. Over the past decade, these companies have showcased distinct trajectories in their cost of revenue. From 2014 to 2023, Lam Research saw a staggering 271% increase, peaking in 2023. Meanwhile, Leidos Holdings experienced a 200% rise, reaching its zenith in the same year.

A Decade of Growth

Lam Research's cost of revenue surged from $2.6 billion in 2014 to $9.7 billion in 2023, reflecting its robust expansion in the semiconductor industry. Conversely, Leidos Holdings, a leader in defense and IT, saw its costs rise from $4.4 billion to $13.2 billion, underscoring its strategic growth.

Missing Data

While 2024 data for Leidos is unavailable, Lam Research shows a decline, hinting at potential market shifts. This comparison offers a glimpse into the dynamic strategies of these industry leaders.