What is Lam Research's reportable segment — other cost of goods sold (cogs)?

Lam Research (LRCX) reported reportable segment — other cost of goods sold (cogs) of $2.46B in Q4 2025.

What does reportable segment — other cost of goods sold (cogs) mean?

Miscellaneous direct production costs not classified as primary product or service expenses.

Reportable Segment — Other cost of goods sold (COGS)

Business Segments · Other cost of goods sold (COGS)

Lam Research Reportable Segment — Other cost of goods sold (COGS) increased by 2.0% to $2.46B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 16.3%, from $2.12B to $2.46B. This increase may warrant attention — for this metric, lower values are generally preferred.

Analysis

StatementSegment

CategoryProfitability

SignalLower is better

VolatilityStable

First reportedQ1 2023

Last reportedQ4 2025

How to read this metric

A decrease suggests better cost control and manufacturing efficiency, while an increase may signal rising overhead or supply chain inefficiencies.

Detailed definition

This captures the residual direct costs associated with producing goods or services within a specific segment that are n...

Peer comparison

Comparable to 'other manufacturing costs' or 'unallocated COGS' in peer semiconductor equipment manufacturers.

Metric ID: lrcx_segment_reportable_segment_other_cost_of_goods_sold_cogs

Historical Data

8 periods

	Q1 '23	Q2 '23	Q3 '23	Q4 '23	Q3 '24	Q4 '24	Q3 '25	Q4 '25
Value	$2.17B	$2.17B	$2.17B	$2.17B	$1.97B	$2.12B	$2.41B	$2.46B
QoQ Change	—	+0.0%	+0.0%	+0.0%	-9.4%	+7.5%	+14.0%	+2.0%
YoY Change	—	—	—	—	-9.4%	-2.6%	+22.5%	+16.3%

Range$1.97B – $2.46B

CAGR+7.4%

Avg YoY Growth+6.7%

Median YoY Growth+6.8%

Current Streak3 quarters growth

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Frequently Asked Questions

What is Lam Research's reportable segment — other cost of goods sold (cogs)?: Lam Research (LRCX) reported reportable segment — other cost of goods sold (cogs) of $2.46B in Q4 2025.
How has Lam Research's reportable segment — other cost of goods sold (cogs) changed year-over-year?: Lam Research's reportable segment — other cost of goods sold (cogs) increased by 16.3% year-over-year, from $2.12B to $2.46B.
What does reportable segment — other cost of goods sold (cogs) mean?: Miscellaneous direct production costs not classified as primary product or service expenses.