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Revenue by Segment
Analyzes revenue from different business segments, highlighting which areas drive growth and profitability, and indicating where the company might focus future investments or face challenges.
Systems moved from a 2023 trough into a sharp multi‑year rebound, signaling a renewed wafer‑fab capex cycle (likely AI/advanced-node driven) that is driving most of Lam’s topline momentum. “Cusstomer Support and Other” shows steadier, accelerating growth, increasing recurring revenue and smoothing some cyclicality. The outcome is greater earnings leverage if capex persists, but investors should remember Systems remains cyclical—profits can swing materially if fab spending cools.
LRCX Revenue by Segment
| Date | Systems | Cusstomer Support and Other |
|---|---|---|
| Sep 30, 2026 | $5.73B | $2.49B |
| Jun 30, 2026 | $4.25B | $2.47B |
| Mar 31, 2026 | $3.73B | $2.11B |
| Dec 31, 2025 | $3.36B | $1.99B |
| Sep 30, 2025 | $3.55B | $1.78B |
| Jun 30, 2025 | $3.44B | $1.73B |
| Mar 31, 2025 | $3.04B | $1.68B |
| Dec 31, 2024 | $2.63B | $1.75B |
| Sep 30, 2024 | $2.39B | $1.78B |
| Jun 30, 2024 | $2.17B | $1.70B |
| Mar 31, 2024 | $2.40B | $1.40B |
| Dec 31, 2023 | $2.30B | $1.46B |
| Sep 30, 2023 | $2.06B | $1.43B |
| Jun 30, 2023 | $1.71B | $1.50B |
| Mar 31, 2023 | $2.26B | $1.61B |
| Dec 31, 2022 | $3.55B | $1.73B |
| Sep 30, 2022 | $3.18B | $1.89B |
| Jun 30, 2022 | $3.01B | $1.63B |
| Mar 31, 2022 | $2.65B | $1.41B |
| Dec 31, 2021 | $2.74B | $1.49B |
| Sep 30, 2021 | $2.92B | $1.38B |
| Jun 30, 2021 | $2.76B | $1.38B |
| Mar 31, 2021 | $2.55B | $1.30B |
| Dec 31, 2020 | $2.31B | $1.15B |
| Sep 30, 2020 | $2.15B | $1.03B |
| Jun 30, 2020 | $1.87B | $926.62M |
| Mar 31, 2020 | $1.65B | $856.07M |
| Dec 31, 2019 | $1.75B | $836.41M |
| Sep 30, 2019 | $1.37B | $800.52M |
