| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $5,345M | $5,324M | +0% | $4,376M | +22% |
| 毛利率 Gross Margin (GAAP) | 49.6% | 50.4% | -0.8 ppt | 47.4% | +2.2 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 49.7% | — | — | — | — |
| 研发费用 R&D | $573M | $576M | -1% | $495M | +16% |
| 销售及管理 SG&A | $268M | $279M | -4% | $244M | +10% |
| 折旧摊销 D&A | $104M | $102M | +2% | $96M | +8% |
| 股权激励 SBC | $89M | $97M | -9% | $82M | +8% |
| 营业利润 Operating Income (GAAP) | $1,810M | $1,829M | -1% | $1,334M | +36% |
| 利息费用 Interest Expense | N/A | $43M | — | $45M | — |
| 净利润 Net Income (GAAP) | $1,594M | $1,569M | +2% | $1,191M | +34% |
| 净利润 Net Income (Non-GAAP) | $1,598M | — | — | — | — |
| 指标 | Q2 FY2026 | Q1 FY2026 | Q/Q | Q2 FY2025 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $1.26 | $1.24 | +2% | $0.92 | +37% |
| 每股收益 EPS (Non-GAAP) | $1.27 | — | — | — | — |
| 稀释股数 Diluted Shares | 1,262M | 1,269M | -1% | 1,292M | -2% |
| 实际税率 Effective Tax Rate | 13.2% | 15.6% | -2.4 ppt | 11.7% | +1.5 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Systems | $3,357M | 62.8% | -5% | +28% |
| Customer Support-Related and Other | $1,987M | 37.2% | — | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| China | $1,871M | 35.0% | -18% | +39% |
| Taiwan | $1,069M | 20.0% | +4% | +45% |
| Korea | $1,069M | 20.0% | +38% | -2% |
| Japan | $534M | 10.0% | +1% | +47% |
| Southeast Asia | $428M | 8.0% | +41% | +49% |
| United States | $267M | 5.0% | -12% | -35% |
| Europe | $107M | 2.0% | +5% | -24% |
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 FY2026 | Q1 FY2026 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Lam 又一个强劲季度为创纪录的一年画上句号。进入2026年，我们不断扩展的产品和服务组合正在推动市场向更小、更复杂的三维器件和封装过渡。随着 AI 加速发展，我们正在全公司范围内加快执行速度，以支持客户增长并实现多年超越表现的愿景。" — Tim Archer, Lam Research Corporation
| 指标 | 数值 | 备注 |
|---|---|---|
| gross_margin_gaap_pct | 49.0% +/- 1% | GAAP 毛利率指引，范围 48.0%-50.0% |
| operating_income_gaap_pct | 33.9% +/- 1% | GAAP 营业利润率指引，范围 32.9%-34.9% |
| operating_income_nongaap_pct | 34.0% +/- 1% | Non-GAAP 营业利润率指引，范围 33.0%-35.0% |
| 指标 | 数值 | 备注 |
|---|---|---|
| deferred_revenue_japan_shipments | $226M | 日本客户验收前的在途出货估计未来收入约$226M，未计入递延收入余额，较上季度$131M大幅增加73%，反映日本客户出货增加 |