Lam Research Business Segments — Other cost of goods sold (COGS) increased by 8.6% to $2.67B in Q1 2026 compared to the prior quarter. Year-over-year, this metric grew by 20.1%, from $2.22B to $2.67B. Over 2 years (FY 2023 to FY 2025), Business Segments — Other cost of goods sold (COGS) shows relatively stable performance with a -0.1% CAGR. This increase may warrant attention — for this metric, lower values are generally preferred.
A decrease suggests better cost control and manufacturing efficiency, while an increase may signal rising overhead or supply chain inefficiencies.
This captures the residual direct costs associated with producing goods or services within a specific segment that are n...
Comparable to 'other manufacturing costs' or 'unallocated COGS' in peer semiconductor equipment manufacturers.
lrcx_segment_reportable_segment_other_cost_of_goods_sold_cogs| 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 | $2.17B | $2.17B | $2.17B | $2.17B | $1.75B | $1.75B | $1.75B | $1.75B | $1.97B | $2.12B | $2.22B | $2.37B | $2.41B | $2.46B | $2.67B |
| QoQ Change | — | +0.0% | +0.0% | +0.0% | -19.6% | +0.0% | +0.0% | +0.0% | +12.7% | +7.5% | +5.1% | +6.4% | +1.9% | +2.0% | +8.6% |
| YoY Change | — | — | — | — | -19.6% | -19.6% | -19.6% | -19.6% | +12.7% | +21.1% | +27.3% | +35.5% | +22.5% | +16.3% | +20.1% |