Lam Research Q3 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
- Dec 29, 2025 – Mar 29, 2026
- Reported
- Apr 23, 2026
Revenue$5.84B
+24% year over year
Gross profit$2.91B
50% margin
Operating profit$2.05B
35% margin
Net profit$1.83B
31% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 5.84 | 100% | +24% |
| System | 3.73 | 64% | +23% |
| Customer support & other | 2.11 | 36% | +25% |
| Cost of revenue | −2.93 | 50% | |
| Gross profit | 2.91 | 50% margin | +1pp |
| R&D | −0.58 | 10% | −1pp |
| SG&A | −0.28 | 5% | +0pp |
| Operating profit | 2.05 | 35% margin | +2pp |
| Interest & other costs | −0.04 | ||
| Tax | −0.19 | ||
| Net profit | 1.83 | 31% margin | +3pp |
72 of 418 companies, most recently reported first
New results in your inbox
When a big company reports, we send you a link to its diagram before anyone has time to comment on it. This is a mailing list, not an account: it does not open the diagrams by itself. No spam, one-click unsubscribe.
Drag or use the arrow keys to see the rest