| 指标 | Q1 FY2026 | Q4 FY2025 | Q/Q | Q1 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $5,324M | $5,171M | +3% | $4,168M | +28% |
| 毛利率 Gross Margin (GAAP) | 50.4% | 50.1% | +0.3 ppt | 48.0% | +2.4 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 50.6% | 50.3% | +0.3 ppt | — | — |
| 研发费用 R&D | $576M | $580M | -1% | $495M | +16% |
| 销售及管理 SG&A | $279M | $268M | +4% | $243M | +15% |
| 折旧摊销 D&A | $102M | $98M | +3% | $94M | +8% |
| 股权激励 SBC | $97M | $94M | +3% | $80M | +22% |
| 营业利润 Operating Income (GAAP) | $1,829M | $1,741M | +5% | $1,264M | +45% |
| 利息费用 Interest Expense | N/A | N/A | — | $45M | — |
| 净利润 Net Income (GAAP) | $1,569M | $1,720M | -9% | $1,116M | +41% |
| 净利润 Net Income (Non-GAAP) | $1,605M | $1,698M | -5% | — | — |
| 指标 | Q1 FY2026 | Q4 FY2025 | Q/Q | Q1 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $1.24 | $1.35 | -8% | $0.86 | +44% |
| 每股收益 EPS (Non-GAAP) | $1.26 | $1.33 | -5% | — | — |
| 稀释股数 Diluted Shares | 1,269M | 1,277M | -1% | 130M | +873% |
| 实际税率 Effective Tax Rate | 15.6% | 3.3% | +12.3 ppt | 13.7% | +1.9 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Systems | $3,548M | 66.6% | +3% | +48% |
| Customer Support-Related and Other | $1,777M | 33.4% | +2% | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| China | $2,289M | 43.0% | +26% | +47% |
| Taiwan | $1,012M | 19.0% | +3% | +64% |
| Korea | $799M | 15.0% | -30% | +5% |
| Japan | $532M | 10.0% | -26% | +77% |
| United States | $319M | 6.0% | +3% | -35% |
| Southeast Asia | $266M | 5.0% | +157% | +9% |
| Europe | $106M | 2.0% | +3% | -46% |
基于披露百分比乘以总收入计算，存在四舍五入差异
本季度数据
| 指标 | Q1 FY2026 | Q4 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Lam 的创新正在帮助我们的客户应对由 AI 驱动的重大半导体制造变革。我们在充满巨大机遇的环境中执行出色，凭借在关键器件领域不断扩展的产品和解决方案组合，我们在持续增长方面处于强势地位。" — Tim Archer, Lam Research Corporation
| 指标 | 数值 | 备注 |
|---|---|---|
| gross_margin_gaap_pct | 48.4% +/- 1% | GAAP 毛利率指引，范围 47.4%-49.4% |
| operating_income_gaap_pct | 32.9% +/- 1% | GAAP 营业利润率指引，范围 31.9%-33.9% |
| operating_income_nongaap_pct | 33.0% +/- 1% | Non-GAAP 营业利润率指引，范围 32.0%-34.0% |
| 指标 | 数值 | 备注 |
|---|---|---|
| deferred_revenue_japan_shipments | $131M | 日本客户验收前的在途出货估计未来收入约$131M，未计入递延收入余额，较上季度$342M大幅下降62%，反映日本客户验收加速 |