Lam Research Reportable Segment — Installation and warranty expense decreased by 0.8% to $140.33M in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 12.8%, from $124.43M to $140.33M. This is a positive signal — lower values indicate better performance for this metric.
A decrease relative to revenue suggests improved operational efficiency or higher equipment reliability, whereas an increase may indicate rising service costs or quality issues.
This represents the costs incurred to install complex semiconductor manufacturing equipment at customer sites and the as...
Similar to field service and warranty expense line items found in other high-tech capital equipment firms.
lrcx_segment_reportable_segment_installation_and_warranty_expense| Q1 '23 | Q2 '23 | Q3 '23 | Q4 '23 | Q3 '24 | Q4 '24 | Q3 '25 | Q4 '25 | |
|---|---|---|---|---|---|---|---|---|
| Value | $161.90M | $161.90M | $161.90M | $161.90M | $124.66M | $124.43M | $141.48M | $140.33M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -23.0% | -0.2% | +13.7% | -0.8% |
| YoY Change | — | — | — | — | -23.0% | -23.1% | +13.5% | +12.8% |
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