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Lam Research Corp.

LRCX ·Industrials, Specialty Industrial Machinery, United States
Analysis › KPI Dashboard

As of Fiscal Year 2025 (ended June 29, 2025)

Key KPIs at a Glance

Metric Value
Total revenue (FY2025) $18.44 billion, up 23.7% year-over-year from $14.91 billion in FY2024
GAAP net income (FY2025) $5.36 billion, GAAP diluted EPS of $4.15
GAAP gross margin (FY2025) 48.7% of revenue
GAAP operating margin (FY2025) 32.0% of revenue
Revenue from China (FY2025) $6.21 billion, about 33.7% of total revenue
Non-U.S. revenue (FY2025) approximately 93% of total revenue, per the fiscal 2025 Form 10-K

Revenue by Customer Geography (FY2025)

Total Revenue: $18.44B

Lam Research fiscal 2025 Form 10-K geographic revenue disclosure (twelve months ended June 29, 2025); geography reflects customer ship-to location, which is not always the same as where the end semiconductor device is ultimately consumed.

Total Revenue Growth

Lam Research total revenue by fiscal year (fiscal year ends in late June), FY2021-FY2025; FY2025 is exact per the FY2025 earnings release/10-K, FY2021-FY2024 are rounded to the nearest $10 million per third-party aggregator data. The FY2024 dip and FY2025 rebound track the semiconductor capital-equipment cycle (a memory/foundry spending trough in FY2024 followed by an AI-driven recovery).

Sources: Figures are from Lam Research's fiscal Q4/full-year 2025 earnings release (reported July 30, 2025, filed as an SEC 8-K exhibit) and its fiscal 2025 Form 10-K. Lam operates as a single reportable segment (semiconductor processing equipment), so the pie below shows revenue by customer geography (ship-to location) rather than a product/business-line split, as disclosed in the 10-K. Lam's fiscal year runs roughly July-June (FY2025 ended June 29, 2025); FY2025 dollar figures are exact as reported. FY2021-FY2024 revenue figures in the growth chart are rounded to the nearest $10 million based on third-party aggregator data (stockanalysis.com), not re-verified against each year's original earnings release. A wafer-fab-equipment (WFE) market-share estimate was intentionally omitted: TechInsights and Gartner both publish WFE supplier rankings that place Lam Research among the top five (alongside ASML, Applied Materials, Tokyo Electron, and KLA), but their specific percentage figures sit behind paid subscriptions and could not be confirmed from public sources during this research, so no number is cited here to avoid using an unverified estimate.