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Rambus vs Photronics: RMBS and PLAB compared
Rambus is the larger company: $218M of revenue in its latest quarter (Q3 2026) against $216M for Photronics (Q3 FY26). Rambus is growing faster (+22% against +3% a year earlier). Rambus is more profitable, with an operating margin of 38.3% against 21.1%.
Where the money goes: RMBS and PLAB
Rambus (RMBS) · Q3 2026
Rambus, Q3 2026: revenue $218M (+22% year over year), operating margin 38.3%, net earnings $74.6M, operating cash flow $102M. The chart follows the revenue to costs, profit and cash.
Photronics (PLAB) · Q3 FY26
Photronics, Q3 FY26: revenue $216M (+3% year over year), operating margin 21.1%, net earnings $28.9M, operating cash flow $76.3M. The chart follows the revenue to costs, profit and cash.
| Rambus (RMBS) | Photronics (PLAB) | |
|---|---|---|
| Latest quarter | Q3 2026 | Q3 FY26 |
| Revenue | $218M | $216M |
| Revenue growth, Y/Y | +22% | +3% |
| Gross margin | 78.3% | 33.2% |
| Operating margin | 38.3% | 21.1% |
| Net earnings | $74.6M | $28.9M |
| Net margin | 34.2% | 13.4% |
| Operating cash flow | $102M | $76.3M |
| Free cash flow | $95.9M | $39.4M |
| Market value | $9.5B | $1.7B |
| P/E | 35.9× | 10.4× |
| Analysts’ mean target | $140.57 | $41.33 |
Where the revenue comes from
Rambus
- Product Revenue: $114M (52%)
- Royalty: $77.0M (35%)
- Contractandother Revenue: $27.0M (12%)
Photronics
- Integrated Circuits: $155M (72%)
- Flat Panel Displays: $61.4M (28%)
Questions
Which is bigger, Rambus or Photronics?
Rambus is the larger company: $218M of revenue in its latest quarter (Q3 2026) against $216M for Photronics (Q3 FY26).
Is Rambus or Photronics growing faster?
Rambus is growing faster (+22% against +3% a year earlier).
Which is more profitable, Rambus or Photronics?
Rambus is more profitable, with an operating margin of 38.3% against 21.1%.
More: Rambus earnings · how Rambus makes money · Photronics earnings · how Photronics makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Oct 26, 2026; 10-Q filed Sep 10, 2026). Fiscal quarters can end on different dates. Not investment advice.