| 指标 | Q3 FY2024 | Q2 FY2024 | Q/Q | Q3 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $3,794M | $3,758M | +1% | $3,870M | -2% |
| 毛利率 Gross Margin (GAAP) | 47.5% | 46.8% | +0.7 ppt | 41.5% | +6.0 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 48.7% | — | — | — | — |
| 研发费用 R&D | $512M | $470M | +9% | $430M | +19% |
| 销售及管理 SG&A | $216M | $229M | -6% | $194M | +12% |
| 折旧摊销 D&A | $90M | $91M | -2% | — | — |
| 股权激励 SBC | $77M | $70M | +10% | $74M | +4% |
| 营业利润 Operating Income (GAAP) | $1,057M | $1,057M | -0% | $942M | +12% |
| 利息费用 Interest Expense | N/A | $46M | — | $47M | — |
| 净利润 Net Income (GAAP) | $966M | $954M | +1% | $814M | +19% |
| 净利润 Net Income (Non-GAAP) | $1,024M | — | — | — | — |
| 指标 | Q3 FY2024 | Q2 FY2024 | Q/Q | Q3 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $7.34 | $0.72 | +917% | $6.01 | +22% |
| 每股收益 EPS (Non-GAAP) | $7.79 | — | — | — | — |
| 稀释股数 Diluted Shares | 132M | 1,322M | -90% | 135M | -3% |
| 实际税率 Effective Tax Rate | 11.7% | 12.2% | -0.5 ppt | 13.3% | -1.7 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Systems | $2,396M | 63.2% | +4% | +6% |
| Customer Support-Related and Other | $1,398M | 36.8% | — | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| China | $1,593M | 42.0% | +7% | +90% |
| Korea | $910M | 24.0% | +28% | +7% |
| Japan | $341M | 9.0% | -33% | -16% |
| Taiwan | $341M | 9.0% | -32% | -52% |
| United States | $228M | 6.0% | +4% | -62% |
| Southeast Asia | $190M | 5.0% | +30% | +22% |
| Europe | $190M | 5.0% | +8% | -39% |
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 | Q3 FY2024 | Q2 FY2024 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"凭借3月季度稳健的营收和每股收益表现，Lam 在2024日历年开局良好。随着客户应对半导体制程微缩挑战以满足 AI 转型所需的功耗和速度要求，Lam 正在强化其领导地位，并为未来重大机遇做好了充分准备。" — Tim Archer, Lam Research Corporation
| 指标 | 数值 | 备注 |
|---|---|---|
| gross_margin_gaap | 46.7% ± 1%（45.7% ~ 47.7%） | 公司同时给出了 GAAP 毛利率指引，中值 46.7%，区间 ±1% |
| operating_income_pct_gaap | 28.3% ± 1%（27.3% ~ 29.3%） | GAAP 营业利润率指引，中值 28.3%，区间 ±1% |
| operating_income_pct_nongaap | 29.5% ± 1%（28.5% ~ 30.5%） | Non-GAAP 营业利润率指引，中值 29.5%，区间 ±1% |
| 指标 | 数值 | 备注 |
|---|---|---|
| deferred_revenue_japan_shipments | $107M | 日本客户验收前的在途出货估计未来收入，未计入递延收入余额，反映日本市场实际需求规模 |