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VLSI ASTRIA / INVESTOR RELATIONS

Company earnings & IR

45 companies · 2026-09-09
Published disclosure snapshot

LRCX · United States · Equipment

Lam Research

Official IR ↗Results & presentations ↗Stock chart →Customer & geographic revenue ↓Source documents ↓

Period ended 2026-06-28 · USD
Published 2026-08-07

Revenue6,722.24USD million · GAAP

QoQ +15.08 % · YoY +29.99 %

Operating margin37.39%percent · GAAP

QoQ +2.35 pp · YoY +3.72 pp

Net income2,277.28USD million · GAAP

QoQ +24.75 % · YoY +32.39 %

Quarterly comparison

Issuer fiscal periods, native currencies and accounting standards are preserved. † identifies a value calculated from disclosed inputs.

Lam Research · Financial results
Metric / UnitQ4 FY2026Q3 FY2026Q4 FY2025QoQYoY
RevenueUSD million · GAAP6,722.24 †5,841.495,171.39 †+15.08 %+29.99 %
Gross profitUSD million · GAAP3,478.74 †2,910.532,589.71 †+19.52 %+34.33 %
Gross marginpercent · GAAP51.75% †49.83% †50.08% †+1.92 pp+1.67 pp
Operating incomeUSD million · GAAP2,513.49 †2,047.021,741.13 †+22.79 %+44.36 %
Operating marginpercent · GAAP37.39% †35.04% †33.67% †+2.35 pp+3.72 pp
Net incomeUSD million · GAAP2,277.28 †1,825.461,720.09 †+24.75 %+32.39 %
Net marginpercent · GAAP33.88% †31.25% †33.26% †+2.63 pp+0.62 pp
Operating cash flowUSD million · GAAP1,457.23 †1,141.42 †2,554.19 †+27.67 %-42.95 %

Margins: percentage points (pp). Growth off a zero or negative base is unavailable. Basic and diluted EPS follow each row’s source basis.

Revenue history

Quarterly revenue · USD million03,361.16,722.2Q3 FY2024: Revenue 3,793.6 USD million · reportedQ4 FY2024: Revenue 3,871.5 USD million · derivedQ1 FY2025: Revenue 4,168 USD million · reportedQ2 FY2025: Revenue 4,376 USD million · reportedQ3 FY2025: Revenue 4,720.2 USD million · reportedQ4 FY2025: Revenue 5,171.4 USD million · derivedQ1 FY2026: Revenue 5,324.2 USD million · reportedQ2 FY2026: Revenue 5,344.8 USD million · reportedQ3 FY2026: Revenue 5,841.5 USD million · reportedQ4 FY2026: Revenue 6,722.2 USD million · derivedQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Revenue
USD million · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.

Profitability history

Quarterly profit margins · percent025.951.7Q3 FY2024: Gross margin 47.5 percent · derivedQ4 FY2024: Gross margin 47.5 percent · derivedQ1 FY2025: Gross margin 48 percent · derivedQ2 FY2025: Gross margin 47.4 percent · derivedQ3 FY2025: Gross margin 49 percent · derivedQ4 FY2025: Gross margin 50.1 percent · derivedQ1 FY2026: Gross margin 50.4 percent · derivedQ2 FY2026: Gross margin 49.6 percent · derivedQ3 FY2026: Gross margin 49.8 percent · derivedQ4 FY2026: Gross margin 51.7 percent · derivedQ3 FY2024: Operating margin 27.9 percent · derivedQ4 FY2024: Operating margin 29.1 percent · derivedQ1 FY2025: Operating margin 30.3 percent · derivedQ2 FY2025: Operating margin 30.5 percent · derivedQ3 FY2025: Operating margin 33.1 percent · derivedQ4 FY2025: Operating margin 33.7 percent · derivedQ1 FY2026: Operating margin 34.4 percent · derivedQ2 FY2026: Operating margin 33.9 percent · derivedQ3 FY2026: Operating margin 35 percent · derivedQ4 FY2026: Operating margin 37.4 percent · derivedQ3 '24Q4 '24Q1 '25Q2 '25Q3 '25Q4 '25Q1 '26Q2 '26Q3 '26Q4 '26
Gross marginOperating margin
percent · Fiscal quarter labels follow the issuer. Missing periods remain gaps; derived amounts retain filing inputs in the data export.
Full quarterly statements
Quarterly financial history · issuer currency
Metric / UnitQ3 FY2024Q4 FY2024Q1 FY2025Q2 FY2025Q3 FY2025Q4 FY2025Q1 FY2026Q2 FY2026Q3 FY2026Q4 FY2026
RevenueUSD million3,793.563,871.51 †4,167.984,376.054,720.185,171.39 †5,324.175,344.795,841.496,722.24 †
Gross profitUSD million1,800.541,840.1 †2,002.682,072.982,313.692,589.71 †2,684.882,651.162,910.533,478.74 †
Gross marginpercent47.46% †47.53% †48.05% †47.37% †49.02% †50.08% †50.43% †49.6% †49.83% †51.75% †
Operating incomeUSD million1,057.111,126.56 †1,264.21,333.881,561.761,741.13 †1,829.091,810.22,047.022,513.49 †
Operating marginpercent27.87% †29.1% †30.33% †30.48% †33.09% †33.67% †34.35% †33.87% †35.04% †37.39% †
Net incomeUSD million965.831,020.28 †1,116.441,191.021,330.671,720.09 †1,568.661,593.991,825.462,277.28 †
Net marginpercent25.46% †26.35% †26.79% †27.22% †28.19% †33.26% †29.46% †29.82% †31.25% †33.88% †
Operating cash flowUSD million1,384.84 †862.43 †1,568.47741.94 †1,308.66 †2,554.19 †1,778.961,480.05 †1,141.42 †1,457.23 †

Revenue composition

Detailed revenue tables can be opened in the company’s official results materials. IR ↗

Customer & geographic revenue

Explore disclosed customer concentration and geographic revenue on each source’s own period and revenue basis.

Source & calculation disclosure

customer facility shipment/service location

FY 2026 · ANNUAL · USD million · Complete disclosed breakdown

See source → 2026-06-28

Revenue denominator: 23,232.69 USD million · Published: See source

Lam Research 2026 Form 10-K ↗
Lam Research 2026 Form 10-K · FY 2026China7,859.81China: 7,859.81 USD million. Revenue / matching disclosed revenue denominator × 100.Taiwan5,222.92Taiwan: 5,222.92 USD million. Revenue / matching disclosed revenue denominator × 100.Korea4,505.33Korea: 4,505.33 USD million. Revenue / matching disclosed revenue denominator × 100.Japan2,171.09Japan: 2,171.09 USD million. Revenue / matching disclosed revenue denominator × 100.United States1,528.91United States: 1,528.91 USD million. Revenue / matching disclosed revenue denominator × 100.Southeast Asia1,245.93Southeast Asia: 1,245.93 USD million. Revenue / matching disclosed revenue denominator × 100.Europe698.71Europe: 698.71 USD million. Revenue / matching disclosed revenue denominator × 100.
USD million · FY 2026. Geographic categories follow the issuer definition and may include overlapping regional subtotals; do not sum partial disclosures. Amber bars identify approximate ASTRIA conversions from disclosed percentages.
Geographic revenue · FY 2026
RegionUSD millionRevenue shareEvidence & disclosure
China7,859.81Reported33.83%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Taiwan5,222.92Reported22.48%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Korea4,505.33Reported19.39%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Japan2,171.09Reported9.34%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

United States1,528.91Reported6.58%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Southeast Asia1,245.93Reported5.36%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Europe698.71Reported3.01%CalculatedSource ↗

Revenue / matching disclosed revenue denominator × 100.

Disclosure

Blue identifies disclosed figures and shares calculated from disclosed revenue; amber and ≈ identify approximate ASTRIA amounts converted from disclosed shares. Calculated and estimated values retain methods and sources. Anonymous customers stay anonymous. A named relationship does not establish its revenue. Annual, quarterly and YTD periods, customer headquarters, shipment destinations and usage locations can differ.

Undisclosed customer revenue stays unavailable. Estimates are neither issuer-confirmed revenue nor forecasts. · 2026-09-09

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Original IR documents

10-Q · 2026-03-29 ↗SEC filing · 2026-04-2310-Q · 2025-12-28 ↗SEC filing · 2026-01-2910-Q · 2025-09-28 ↗SEC filing · 2025-10-2410-K · 2025-06-29 ↗SEC filing · 2025-08-1110-Q · 2025-03-30 ↗SEC filing · 2025-04-2510-Q · 2024-12-29 ↗SEC filing · 2025-01-3110-Q · 2024-09-29 ↗SEC filing · 2024-10-2810-K · 2024-06-30 ↗SEC filing · 2024-08-2910-Q · 2024-03-31 ↗SEC filing · 2024-04-29Lam Research 2026 Form 10-K ↗Revenue disclosure · Issuer archive
JSON + sourcesDownload CSV
Comparison rules & source notes

This snapshot combines official IR materials and SEC disclosures. Fiscal calendars, acquisitions, divestitures and reclassifications affect comparability.

    Quarterly cash flows and Q4 statements may use cumulative-report differences. Per-share values are never calculated by subtracting annual and nine-month EPS. Sources and calculation inputs are retained in JSON / CSV.

    Disclosure

    This article is provided for informational purposes only and does not constitute a recommendation to buy or sell any security. Figures and factual statements are based on publicly available sources, including company filings, news reports, and market research, and may contain errors in the source material or in the preparation of this article. The author may own shares in companies mentioned. All investment decisions and their outcomes are the reader's responsibility.