FINHUB Insights

LRCX · Q3 FY26 · Mar 29, 2026

Lam Research Q3 FY26: where the revenue came from and where it went

Lam Research Q3 FY26: revenue $5.8B (+24% year over year). Net profit $1.8B. Largest cohort System $3.7B. The whole income statement as a sankey diagram from the SEC filing.

Period
Mar 29, 2026
Reported
Apr 23, 2026 10-Q
Sankey diagram of Lam Research's income statement for Q3 FY26: revenue of $5.8 billion splits into segments and flows out into costs, taxes and net profit.

Tap the diagram to enlarge · figures in billions of dollars

Revenue$5.8B +24% year over year
Gross profit$2.9B 50% margin
Operating profit$2B 35% margin
Net profit$1.8B 31% margin

The numbers

All figures in billions of U.S. dollars, for Q3 FY26 (period ends Mar 29, 2026).
ItemValueShare of revenueYear over year
Revenue 5.8 100% +24%
System 3.7 64% +23%
Customer Support and Other 2.1 36% +25%
Cost of revenue−2.950%
Gross profit2.950% margin+1pp
Research & development−0.610%−1pp
SG&A−0.35%+0pp
Operating profit235% margin+2pp
Tax−0.2
Net profit1.831%+3pp
Filing on EDGAR More quarters of LRCX

Source of the numbers: structured XBRL data from the filing (10-Q). The diagram is generated automatically and checked against EDGAR before release. How we calculate it → About and methodology.

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