Lam Research Q1 FY26: where the revenue came from and where it went
The whole income statement of Lam Research for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jun 30 – Sep 28, 2025
- Reported
- Oct 24, 2025
Revenue$5.32B
+28% year over year
Gross profit$2.69B
50% margin
Operating profit$1.83B
34% margin
Net profit$1.57B
29% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 5.32 | 100% | +28% |
| System | 3.55 | 67% | +48% |
| Customer support & other | 1.78 | 33% | +0% |
| Cost of revenue | −2.64 | 50% | |
| Gross profit | 2.69 | 50% margin | +2pp |
| R&D | −0.58 | 11% | −1pp |
| SG&A | −0.28 | 5% | −1pp |
| Operating profit | 1.83 | 34% margin | +4pp |
| Other income, net | 0.03 | ||
| Tax | −0.29 | ||
| Net profit | 1.57 | 29% margin | +3pp |
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