Lam Research Q2 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
- Sep 29 – Dec 28, 2025
- Reported
- Jan 29, 2026
Revenue$5.35B
+22% year over year
Gross profit$2.65B
50% margin
Operating profit$1.81B
34% margin
Net profit$1.59B
30% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 5.35 | 100% | +22% |
| System | 3.36 | 63% | +28% |
| Customer support & other | 1.99 | 37% | +14% |
| Cost of revenue | −2.69 | 50% | |
| Gross profit | 2.65 | 50% margin | +2pp |
| R&D | −0.57 | 11% | −1pp |
| SG&A | −0.27 | 5% | −1pp |
| Operating profit | 1.81 | 34% margin | +3pp |
| Tax | −0.22 | ||
| Net profit | 1.59 | 30% margin | +3pp |
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