Lam Research LRCX Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Product | ||||||
| Customer support-related revenue and other | $2.11B+6.2% | $1.99B+11.9% | $1.78B+2.5% | $1.73B+2.9% | $1.68B-3.7% | |
| Systems revenue | $3.73B+11.1% | $3.36B-5.4% | $3.55B+3.2% | $3.44B+13.3% | $3.04B+15.6% | |
| Concentration by Product | ||||||
| Foundry | 54%-5.0pp | 59%-1.0pp | 60%+57.0pp | 3%-45.0pp | 48%+13.0pp | |
| Logic/integrated device manufacturing | 7%0.0pp | 7%+1.0pp | 6%— | —— | 9%-6.0pp | |
| Memory | 39%— | —— | 34%— | —— | 43%-7.0pp | |
| Revenue by Geography | ||||||
| China | $2B+7.4% | $1.86B-18.6% | $2.28B+24.3% | $1.84B+25.2% | $1.47B+9.3% | |
| Europe | $140.86M+0.7% | $139.83M+37.3% | $101.82M+13.3% | $89.85M-32.8% | $133.71M-5.5% | |
| Japan | $470.73M-14.1% | $548.31M+3.6% | $529.3M-28.6% | $741.29M+56.1% | $474.94M+30.7% | |
| Korea | $1.35B+27.5% | $1.06B+36.6% | $776.3M-31.0% | $1.12B-2.2% | $1.15B+5.5% | |
| Southeast Asia | $207.83M-49.8% | $413.91M+36.9% | $302.25M+138% | $126.85M-28.9% | $178.29M-37.9% | |
| Taiwan | $1.32B+23.2% | $1.07B+4.1% | $1.03B+6.3% | $966.22M-14.2% | $1.13B+52.6% | |
| United States | $355.3M+39.5% | $254.62M-16.4% | $304.72M+6.7% | $285.68M+50.7% | $189.51M-54.1% |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does Lam Research break its business down?
- Lam Research (LRCX) reports revenue by product across 2 parts — Customer support-related revenue and other and Systems revenue. Each is extracted from the segment footnotes and tracked over time.
- Where does Lam Research's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in Lam Research's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
