| 指标 | Q2 FY2025 | Q1 FY2025 | Q/Q | Q2 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $4,376M | $4,168M | +5% | $3,758M | +16% |
| 毛利率 Gross Margin (GAAP) | 47.4% | 48.0% | -0.6 ppt | 46.8% | +0.6 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 47.5% | — | — | — | — |
| 研发费用 R&D | $495M | $495M | -0% | $470M | +5% |
| 销售及管理 SG&A | $244M | $243M | +0% | $229M | +7% |
| 折旧摊销 D&A | $96M | $94M | +2% | $91M | +5% |
| 股权激励 SBC | $82M | $80M | +2% | $70M | +17% |
| 营业利润 Operating Income (GAAP) | $1,334M | $1,264M | +6% | $1,057M | +26% |
| 利息费用 Interest Expense | N/A | $45M | — | $46M | — |
| 净利润 Net Income (GAAP) | $1,191M | $1,116M | +7% | $954M | +25% |
| 净利润 Net Income (Non-GAAP) | $1,175M | — | — | — | — |
| 指标 | Q2 FY2025 | Q1 FY2025 | Q/Q | Q2 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $0.92 | $0.86 | +7% | $0.72 | +27% |
| 每股收益 EPS (Non-GAAP) | $0.91 | — | — | — | — |
| 稀释股数 Diluted Shares | 1,291M | 130M | +890% | 1,322M | -2% |
| 实际税率 Effective Tax Rate | 11.7% | 13.7% | -2.0 ppt | 12.2% | -0.5 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Systems | $2,626M | 60.0% | +10% | +14% |
| Customer Support-Related and Other | $1,750M | 40.0% | — | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| China | $1,357M | 31.0% | -13% | -9% |
| Korea | $1,094M | 25.0% | +44% | +54% |
| Taiwan | $744M | 17.0% | +21% | +49% |
| United States | $394M | 9.0% | -19% | +80% |
| Japan | $350M | 8.0% | +16% | -32% |
| Southeast Asia | $306M | 7.0% | +25% | +110% |
| Europe | $131M | 3.0% | -34% | -25% |
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 | Q2 FY2025 | Q1 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Lam 在半导体制造的关键时刻展现出高水平的执行力。芯片性能需求的不断增长正好发挥 Lam 的优势，先进沉积和蚀刻应用将在晶圆厂设备支出中占据越来越大的份额。我们在关键技术拐点上的投资正在获得回报，未来还有更多令人期待的机遇。" — Tim Archer, Lam Research Corporation
| 指标 | 数值 | 备注 |
|---|---|---|
| gross_margin_gaap | 47.9% +/- 1%（即46.9%至48.9%） | 公司同时披露了GAAP毛利率指引，注册字段仅要求Non-GAAP毛利率 |
| operating_income_pct_gaap | 31.9% +/- 1%（即30.9%至32.9%） | 公司披露了GAAP营业利润率指引，不在注册字段中 |
| operating_income_pct_nongaap | 32.0% +/- 1%（即31.0%至33.0%） | 公司披露了Non-GAAP营业利润率指引，不在注册字段中 |
| 指标 | 数值 | 备注 |
|---|---|---|
| deferred_revenue_japan_shipments | $453M | 日本客户验收前的在途出货估计未来收入约$453M，未计入递延收入余额，较上季度$184M大幅增加146%，反映日本客户出货显著增长 |