FINHUB Insights

LRCX · Q4 FY25 · Mar 31 – Jun 29, 2025

Lam Research Q4 FY25: where the revenue came from and where it went

Lam Research Q4 FY25: revenue $5.2B (+34% year over year). Net profit $1.7B. Largest cohort System $3.4B. The whole income statement as a sankey diagram from the SEC filing.

Period
Mar 31 – Jun 29, 2025
Reported
Aug 11, 2025 10-K
Sankey diagram of Lam Research's income statement for Q4 FY25: revenue of $5.17 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$5.17B +34% year over year
Gross profit$2.59B 50% margin
Operating profit$1.74B 34% margin
Net profit$1.72B 33% margin

The numbers

All figures in billions of U.S. dollars, for Q4 FY25 (period ends Jun 29, 2025).
ItemValueShare of revenueYear over year
Revenue 5.17 100% +34%
System 3.44 66% +58%
Customer support & other 1.73 34% +2%
Cost of revenue−2.5850%
Gross profit2.5950% margin+3pp
R&D−0.5811%−2pp
SG&A−0.275%+0pp
Operating profit1.7434% margin+5pp
Tax−0.06
Net profit1.7233%+7pp

Source of the numbers: structured XBRL data from the filing (10-K). The diagram is generated automatically and checked against EDGAR before release. The fourth quarter has no column of its own in an annual report, so it is the full year minus the first nine months. How we calculate it → About and methodology.