FINHUB Insights

LRCX · Q4 FY26 · Mar 30 – Jun 28, 2026

Lam Research Q4 FY26: where the revenue came from and where it went

Lam Research Q4 FY26: revenue $6.7B (+30% year over year). Net profit $2.3B. The whole income statement as a sankey diagram from the SEC filing.

Period
Mar 30 – Jun 28, 2026
Reported
Apr 23, 2026 10-Q
Sankey diagram of Lam Research's income statement for Q4 FY26: revenue of $6.72 billion splits into segments and flows out into costs, taxes and net profit.
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Revenue$6.72B +30% year over year
Gross profit$3.48B 52% margin
Operating profit$2.51B 37% margin
Net profit$2.28B 34% margin

The numbers

All figures in billions of U.S. dollars, for Q4 FY26 (period ends Jun 28, 2026).
ItemValueShare of revenueYear over year
Revenue 6.72 100% +30%
Cost of revenue−3.2448%
Gross profit3.4852% margin+2pp
R&D−0.6410%−2pp
SG&A−0.325%+0pp
Operating profit2.5137% margin+4pp
Tax−0.28
Net profit2.2834%+1pp
Filing on EDGAR More quarters of LRCX

Source of the numbers: tables in the filing (10-Q). 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.