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+25.3% | $1.99B+13.5% | $1.78B+0.1% | $1.73B+1.9% | $1.68B+20.5% | |
| Systems revenue | $3.73B+22.9% | $3.36B+27.9% | $3.55B+48.3% | $3.44B+58.4% | $3.04B+26.7% | |
| Concentration by Product | ||||||
| Foundry | 54%+6.0pp | 59%+24.0pp | 60%+19.0pp | 3%+2.0pp | 48%+4.0pp | |
| Logic/integrated device manufacturing | 7%-2.0pp | 7%-8.0pp | 6%-18.0pp | —— | 9%-3.0pp | |
| Memory | 39%-4.0pp | —— | 34%-1.0pp | —— | 43%-1.0pp | |
| Revenue by Geography | ||||||
| China | $2B+36.1% | $1.86B+38.4% | $2.28B+46.5% | $1.84B+21.9% | $1.47B-8.7% | |
| Europe | $140.86M+5.4% | $139.83M-1.1% | $101.82M-48.5% | $89.85M-22.1% | $133.71M-24.6% | |
| Japan | $470.73M-0.9% | $548.31M+50.9% | $529.3M+75.6% | $741.29M+162% | $474.94M+39.6% | |
| Korea | $1.35B+17.6% | $1.06B-2.7% | $776.3M+1.9% | $1.12B+61.3% | $1.15B+25.5% | |
| Southeast Asia | $207.83M+16.6% | $413.91M+44.1% | $302.25M+23.5% | $126.85M-57.6% | $178.29M-6.3% | |
| Taiwan | $1.32B+17.0% | $1.07B+44.9% | $1.03B+66.9% | $966.22M+62.5% | $1.13B+236% | |
| United States | $355.3M+87.5% | $254.62M-38.4% | $304.72M-37.6% | $285.68M-24.0% | $189.51M-16.5% |
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.
