Lam Research LRCX Business Segments
| TTM Q3 '26 | TTM Q2 '26 | TTM Q1 '26 | TTM Q4 '25 | TTM Q3 '25 | ||
|---|---|---|---|---|---|---|
| Revenue by Product | ||||||
| Customer support-related revenue and other | $7.61B+5.9% | $7.18B+3.4% | $6.95B0.0% | $6.94B+0.5% | $6.91B+4.3% | |
| Systems revenue | $14.07B+5.2% | $13.38B+5.8% | $12.65B+10.0% | $11.49B+12.4% | $10.22B+6.7% | |
| Concentration by Product | ||||||
| Foundry | 176%+6.0pp | 170%+24.0pp | 146%+19.0pp | 127%+2.0pp | 125%+4.0pp | |
| Revenue by Geography | ||||||
| China | $7.97B+7.1% | $7.44B+7.4% | $6.93B+11.7% | $6.21B+5.6% | $5.88B-2.3% | |
| Europe | $472.36M+1.5% | $465.21M-0.3% | $466.81M-17.0% | $562.56M-4.3% | $588.11M-6.9% | |
| Japan | $2.29B-0.2% | $2.29B+8.8% | $2.11B+12.1% | $1.88B+32.2% | $1.42B+10.5% | |
| Korea | $4.31B+4.9% | $4.11B-0.7% | $4.14B+0.3% | $4.13B+11.6% | $3.7B+6.7% | |
| Southeast Asia | $1.05B+2.9% | $1.02B+14.1% | $894.71M+6.9% | $837.24M-17.1% | $1.01B-1.2% | |
| Taiwan | $4.38B+4.6% | $4.19B+8.6% | $3.86B+12.0% | $3.45B+12.1% | $3.07B+34.7% | |
| United States | $1.2B+16.0% | $1.03B-13.3% | $1.19B-13.3% | $1.38B-6.2% | $1.47B-2.5% |
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.
