Systems revenue — Revenue
Lam Research Systems revenue — Revenue increased by 11.1% to $3.73B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 22.9%, from $3.04B to $3.73B. Over 4 years (FY 2021 to FY 2025), Systems revenue — Revenue shows an upward trend with a 4.2% CAGR. This is a positive signal — higher values indicate stronger performance for this metric.
Analysis
How to read this metric
An increase suggests strong demand for new semiconductor manufacturing capacity and successful product adoption, while a decrease may indicate a cyclical downturn in capital spending by chipmakers.
Detailed definition
This metric represents the total revenue generated from the sale of new semiconductor wafer fabrication equipment, speci...
Peer comparison
Comparable to 'Equipment Revenue' or 'Systems Sales' reported by other semiconductor capital equipment manufacturers like Applied Materials or Tokyo Electron.
lrcx_segment_systems_revenue_revenueHistorical Data
| Q4 '21 | Q1 '22 | Q2 '22 | Q3 '22 | Q4 '22 | Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q1 '24 | Q2 '24 | Q3 '24 | Q4 '24 | Q1 '25 | Q2 '25 | Q3 '25 | Q4 '25 | Q1 '26 | Q2 '26 | Q3 '26 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Value | $2.76B | $2.92B | $2.74B | $2.65B | $3.01B | $3.18B | $3.55B | $2.26B | $1.71B | $2.06B | $2.30B | $2.40B | $2.17B | $2.39B | $2.63B | $3.04B | $3.44B | $3.55B | $3.36B | $3.73B |
| QoQ Change | — | +5.8% | -6.3% | -3.3% | +13.4% | +5.8% | +11.5% | -36.4% | -24.2% | +20.2% | +11.8% | +4.2% | -9.4% | +10.3% | +9.7% | +15.6% | +13.3% | +3.2% | -5.4% | +11.1% |
| YoY Change | — | — | — | — | +8.8% | +8.8% | +29.5% | -14.9% | -43.1% | -35.4% | -35.2% | +6.2% | +26.9% | +16.3% | +14.2% | +26.7% | +58.4% | +48.3% | +27.9% | +22.9% |
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Frequently Asked Questions
- What is Lam Research's systems revenue — revenue?
- Lam Research (LRCX) reported systems revenue — revenue of $3.73B in Q1 2026.
- How has Lam Research's systems revenue — revenue changed year-over-year?
- Lam Research's systems revenue — revenue increased by 22.9% year-over-year, from $3.04B to $3.73B.
- What is the long-term trend for Lam Research's systems revenue — revenue?
- Over 4 years (2021 to 2025), Lam Research's systems revenue — revenue has grown at a 4.2% compound annual growth rate (CAGR), from $9.76B to $11.49B.
- What does systems revenue — revenue mean?
- Revenue generated from the sale of new semiconductor manufacturing equipment.