| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $4,720M | $4,376M | +8% | $3,794M | +24% |
| 毛利率 Gross Margin (GAAP) | 49.0% | 47.4% | +1.6 ppt | 47.5% | +1.5 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 49.0% | — | — | — | — |
| 研发费用 R&D | $526M | $495M | +6% | $512M | +3% |
| 销售及管理 SG&A | $226M | $244M | -7% | $216M | +5% |
| 折旧摊销 D&A | $97M | $96M | +1% | N/A | — |
| 股权激励 SBC | $87M | $82M | +6% | $77M | +13% |
| 营业利润 Operating Income (GAAP) | $1,562M | $1,334M | +17% | $1,057M | +48% |
| 利息费用 Interest Expense | N/A | $45M | — | $47M | — |
| 净利润 Net Income (GAAP) | $1,331M | $1,191M | +12% | $966M | +38% |
| 净利润 Net Income (Non-GAAP) | $1,336M | — | — | — | — |
| 指标 | Q3 FY2025 | Q2 FY2025 | Q/Q | Q3 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $1.03 | $0.92 | +12% | $7.34 | -86% |
| 每股收益 EPS (Non-GAAP) | $1.04 | — | — | — | — |
| 稀释股数 Diluted Shares | 1,288M | 1,292M | -0% | 132M | +880% |
| 实际税率 Effective Tax Rate | 13.4% | 11.7% | +1.7 ppt | 11.7% | +1.7 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Systems | $3,035M | 64.3% | +16% | +27% |
| Customer Support-Related and Other | $1,685M | 35.7% | — | — |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| China | $1,463M | 31.0% | +9% | -9% |
| Korea | $1,133M | 24.0% | +4% | +24% |
| Taiwan | $1,133M | 24.0% | +54% | +238% |
| Japan | $472M | 10.0% | +30% | +39% |
| United States | $189M | 4.0% | -54% | -17% |
| Southeast Asia | $189M | 4.0% | -34% | -1% |
| Europe | $142M | 3.0% | +0% | -20% |
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 FY2025 | Q2 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Lam 的产品组合从未如此强大,随着先进半导体生产中沉积和刻蚀强度的增加,我们有机会扩大可寻址市场、提升份额并提供创新服务。尽管我们正在应对近期关税相关的不确定性,但我们的前景依然强劲,我们对未来数年超越半导体行业增长的能力充满信心。" — Tim Archer, Lam Research Corporation
| 指标 | 数值 | 备注 |
|---|---|---|
| operating_income_nongaap_pct | 33.5% +/- 1% | Non-GAAP 营业利润率指引，范围 32.5%-34.5%；GAAP 和 Non-GAAP EPS 指引相同均为 $1.20 +/- $0.10 |
| 指标 | 数值 | 备注 |
|---|---|---|
| deferred_revenue_japan_shipments | $587M | 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,较上季度 $453M 大幅增长,反映日本市场需求回升 |