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Lam Research Corp. LRCX Customer support-related revenue and other — Revenue

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Other financials

Income statement

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Revenue$6.7B+30.0%
Gross profit$3.5B+34.3%
Operating income$2.5B+44.4%
Net income$2.3B+32.4%
EPS (diluted)$1.81+35.1%

Balance sheet

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Cash & equivalents$5.6B-12.9%
Total debt$4.1B-13.3%
Total equity$12.5B+26.5%
Total assets$23.5B+10.2%

Cash flow

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Operating cash flow$1.5B-42.9%
CapEx$188.8M+9.6%
Free cash flow$1.3B-46.7%

Valuation

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Market cap$382.6B+214%
Enterprise value$381.15B+217%
P/E52.7×+29.9×
P/S16.5×+9.9×

Profitability

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Gross margin50.5%+1.8pp
Operating margin35.3%+3.3pp
Net margin31.3%+2.2pp
FCF margin21.1%-8.3pp

Returns & leverage

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Return on equity65.1%+6.8pp
Debt / equity0.3×-0.2×
Current ratio2.6×+0.4×

Where this comes from

Reported directly by Lam Research Corp. in its filing.

Tagged under the XBRL concept us-gaap:RevenueFromContractWithCustomerExcludingAssessedTax.

The source filing: Lam Research Corp.’s 10-K, filed August 7, 2026.

Filed
Aug 7, 2026, 4:06 PM EDT
Fiscal year
FY2026
Accession
0000707549-26-000037
Line itemYear Ended / June 28,2026Year Ended / June 29,2025Year Ended / June 30,2024
Systems Revenue$14,885,488$11,491,280$8,921,643
Customer support-related revenue and other8,347,2026,944,3115,983,743
$23,232,690$18,435,591$14,905,386

Item 8. Financial Statements and Supplementary Data

FAQ

What is Lam Research Corp.'s customer support-related revenue and other — revenue?
Lam Research Corp. (LRCX) reported customer support-related revenue and other — revenue of $2.47B in Q2 2026.
How has Lam Research Corp.'s customer support-related revenue and other — revenue changed year-over-year?
Lam Research Corp.'s customer support-related revenue and other — revenue increased by 42.6% year-over-year, from $1.73B to $2.47B.
What is the long-term trend for Lam Research Corp.'s customer support-related revenue and other — revenue?
Over 4 years (2022 to 2026), Lam Research Corp.'s customer support-related revenue and other — revenue has grown at a 9.0% compound annual growth rate (CAGR), from $5.9B to $8.35B.
What does customer support-related revenue and other — revenue mean?
This metric represents revenue generated from post-sale services, including spare parts, maintenance, equipment upgrades, and technical support for installed semiconductor manufacturing systems. It reflects the recurring revenue stream derived from the company's large installed base of wafer fabrication equipment. This segment is critical for assessing the long-term serviceability and lifecycle value of the equipment sold to semiconductor manufacturers.

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