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+10.1% | $7.18B+8.4% | $6.95B+9.7% | $6.94B+16.1% | $6.91B+19.6% | |
| Systems revenue | $14.07B+37.7% | $13.38B+39.6% | $12.65B+36.6% | $11.49B+28.8% | $10.22B+20.8% | |
| Concentration by Product | ||||||
| Foundry | 176%+51.0pp | 170%+49.0pp | 146%+22.0pp | 127%+8.0pp | 125%+5.0pp | |
| Revenue by Geography | ||||||
| China | $7.97B+35.7% | $7.44B+23.8% | $6.93B+12.4% | $6.21B-1.4% | $5.88B+4.6% | |
| Europe | $472.36M-19.7% | $465.21M-26.4% | $466.81M-29.9% | $562.56M-20.4% | $588.11M-29.8% | |
| Japan | $2.29B+61.0% | $2.29B+78.1% | $2.11B+46.7% | $1.88B+28.8% | $1.42B-4.9% | |
| Korea | $4.31B+16.6% | $4.11B+18.6% | $4.14B+34.1% | $4.13B+43.6% | $3.7B+25.5% | |
| Southeast Asia | $1.05B+4.1% | $1.02B0.0% | $894.71M+1.7% | $837.24M+5.4% | $1.01B+61.8% | |
| Taiwan | $4.38B+42.5% | $4.19B+83.5% | $3.86B+88.6% | $3.45B+106% | $3.07B+77.7% | |
| United States | $1.2B-18.2% | $1.03B-31.2% | $1.19B-8.9% | $1.38B+24.7% | $1.47B+48.1% |
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.
