Business Segments — Installation and warranty expense
Lam Research Business Segments — Installation and warranty expense increased by 17.1% to $164.33M in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 21.6%, from $135.17M to $164.33M. Over 2 years (FY 2023 to FY 2025), Business Segments — Installation and warranty expense shows a downward trend with a -8.3% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
Analysis
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.
lrcx_segment_reportable_segment_installation_and_warranty_expenseHistorical Data
| 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 | $161.90M | $161.90M | $161.90M | $161.90M | $108.75M | $108.75M | $108.75M | $108.75M | $124.66M | $124.43M | $135.17M | $159.93M | $141.48M | $140.33M | $164.33M |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -32.8% | +0.0% | +0.0% | +0.0% | +14.6% | -0.2% | +8.6% | +18.3% | -11.5% | -0.8% | +17.1% |
| YoY Change | — | — | — | — | -32.8% | -32.8% | -32.8% | -32.8% | +14.6% | +14.4% | +24.3% | +47.1% | +13.5% | +12.8% | +21.6% |
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Frequently Asked Questions
- What is Lam Research's business segments — installation and warranty expense?
- Lam Research (LRCX) reported business segments — installation and warranty expense of $164.33M in Q1 2026.
- How has Lam Research's business segments — installation and warranty expense changed year-over-year?
- Lam Research's business segments — installation and warranty expense increased by 21.6% year-over-year, from $135.17M to $164.33M.
- What is the long-term trend for Lam Research's business segments — installation and warranty expense?
- Over 2 years (2023 to 2025), Lam Research's business segments — installation and warranty expense has grown at a -8.3% compound annual growth rate (CAGR), from $647.61M to $544.19M.
- What does business segments — installation and warranty expense mean?
- The costs associated with setting up equipment at customer sites and providing warranty coverage.