Lam Research Q4 FY2026 earnings: revenue, margins and segments

Summary

Revenue rose 30.0% from a year earlier to $6.7B.

Compared with the previous quarter, revenue rose 15.1%.

Net income rose 32.4% to $2.3B.

Gross margin was 51.7%, up 1.7 percentage points from a year earlier.

This quarter's revenue is a Silicon Analytica calculation from the company's reported statements (Fiscal-year total − Q1 − Q2 − Q3).

Built from the stored figures above; Reported values are as filed, Calculated values are Silicon Analytica arithmetic from those filings. Percentages and margins are never converted to US$; ≈US$ amounts are approximate.

Revenue mix, Q4 FY2026

— No segment or regional split is stored for this quarter; the company's filings for it have not been added at segment level. See the fiscal-year pages for the stored annual split.