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Lam Research Corp. LRCX Business Segments — Segment gross margin
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Where this comes from
Reported directly by Lam Research Corp. in its filing.
Tagged under the XBRL concept lrcx:SegmentReportingGrossProfit.
The source filing: Lam Research Corp.’s 10-K, filed August 7, 2026.
- Filed
- Aug 7, 2026, 4:06 PM EDT
- Fiscal year
- FY2026
- Accession
- 0000707549-26-000037
| Line item | Year Ended / June 28,2026 | Year Ended / June 29,2025 | Year Ended / June 30,2024 |
|---|---|---|---|
| Installation and warranty expense | 645,551 | 544,192 | 435,015 |
| Other cost of goods sold (COGS) (1) | 10,467,090 | 8,675,349 | 6,988,338 |
| Segment COGS | 11,112,641 | 9,219,541 | 7,423,353 |
| Segment gross margin | 12,120,049 | 9,216,050 | 7,482,033 |
| Reconciliation to consolidated gross margin | |||
| Restructuring charges, net | — | — | 43,375 |
| All other COGS | 394,741 | 236,991 | 385,867 |
| Gross margin | 11,725,308 | 8,979,059 | 7,052,791 |
Item 8. Financial Statements and Supplementary Data
FAQ
- What is Lam Research Corp.'s business segments — segment gross margin?
- Lam Research Corp. (LRCX) reported business segments — segment gross margin of $3.6B in Q2 2026.
- How has Lam Research Corp.'s business segments — segment gross margin changed year-over-year?
- Lam Research Corp.'s business segments — segment gross margin increased by 36.1% year-over-year, from $2.64B to $3.6B.
- What is the long-term trend for Lam Research Corp.'s business segments — segment gross margin?
- Over 3 years (2023 to 2026), Lam Research Corp.'s business segments — segment gross margin has grown at a 14.4% compound annual growth rate (CAGR), from $8.09B to $12.12B.
- What does business segments — segment gross margin mean?
- This represents the profitability of a specific operating segment after accounting for the direct costs of producing its goods and services. It is calculated as segment revenue minus segment cost of goods sold, expressed as a percentage. This is a key indicator of the segment's pricing power and its ability to maintain cost discipline in a competitive market.
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