Reportable Segment — Installation and warranty expense

Business Segments · Installation and warranty expense

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.

Analysis

StatementSegment
CategoryEfficiency
SignalLower is better
VolatilityModerate
First reportedQ1 2023
Last reportedQ4 2025

How to read 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.

Detailed definition

This represents the costs incurred to install complex semiconductor manufacturing equipment at customer sites and the as...

Peer comparison

Similar to field service and warranty expense line items found in other high-tech capital equipment firms.

Metric ID: lrcx_segment_reportable_segment_installation_and_warranty_expense

Historical Data

8 periods
 Q1 '23Q2 '23Q3 '23Q4 '23Q3 '24Q4 '24Q3 '25Q4 '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%
Range$124.43M$161.90M
CAGR-7.8%
Avg YoY Growth-5.0%
Median YoY Growth-5.1%

Frequently Asked Questions

What is Lam Research's reportable segment — installation and warranty expense?
Lam Research (LRCX) reported reportable segment — installation and warranty expense of $140.33M in Q4 2025.
How has Lam Research's reportable segment — installation and warranty expense changed year-over-year?
Lam Research's reportable segment — installation and warranty expense increased by 12.8% year-over-year, from $124.43M to $140.33M.
What does reportable segment — installation and warranty expense mean?
The costs associated with setting up equipment at customer sites and providing warranty coverage.

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