Reportable Segment — Segment gross margin

Business Segments · Segment gross margin

Lam Research Reportable Segment — Segment gross margin decreased by 1.0% to $2.74B in Q4 2025 compared to the prior quarter. Year-over-year, this metric grew by 28.5%, from $2.14B to $2.74B. This decline may warrant attention — for this metric, higher values are generally preferred.

Analysis

StatementSegment
CategoryProfitability
SignalHigher is better
VolatilityModerate
First reportedQ1 2023
Last reportedQ4 2025

How to read this metric

An increase indicates stronger pricing power or improved manufacturing efficiency, while a decrease suggests margin compression due to competition or rising costs.

Detailed definition

This represents the profitability of a specific operating segment after accounting for the direct costs of producing its...

Peer comparison

A primary performance metric used by analysts to compare the relative profitability of different business segments across the semiconductor equipment industry.

Metric ID: lrcx_segment_reportable_segment_segment_gross_margin

Historical Data

8 periods
 Q1 '23Q2 '23Q3 '23Q4 '23Q3 '24Q4 '24Q3 '25Q4 '25
Value$2.02B$2.02B$2.02B$2.02B$2.07B$2.14B$2.77B$2.74B
QoQ Change+0.0%+0.0%+0.0%+2.5%+3.0%+29.8%-1.0%
YoY Change+2.5%+5.6%+33.6%+28.5%
Range$2.02B$2.77B
CAGR+19.0%
Avg YoY Growth+17.6%
Median YoY Growth+17.0%

Frequently Asked Questions

What is Lam Research's reportable segment — segment gross margin?
Lam Research (LRCX) reported reportable segment — segment gross margin of $2.74B in Q4 2025.
How has Lam Research's reportable segment — segment gross margin changed year-over-year?
Lam Research's reportable segment — segment gross margin increased by 28.5% year-over-year, from $2.14B to $2.74B.
What does reportable segment — segment gross margin mean?
The percentage of revenue remaining after subtracting the direct costs of producing goods and services for a segment.

Cookie Preferences

We use cookies for analytics. See our Privacy and Cookie Policy.