| 指标 | Q4 FY2024 | Q3 FY2024 | Q/Q | Q4 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $3,872M | $3,794M | +2% | $3,207M | +21% |
| 毛利率 Gross Margin (GAAP) | 47.5% | 47.5% | +0.0 ppt | 45.5% | +2.0 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 48.5% | — | — | — | — |
| 研发费用 R&D | $498M | $512M | -3% | $402M | +24% |
| 销售及管理 SG&A | $216M | $216M | +0% | $200M | +8% |
| 折旧摊销 D&A | $88M | N/A | — | $90M | -1% |
| 股权激励 SBC | $79M | $77M | +3% | $68M | +15% |
| 营业利润 Operating Income (GAAP) | $1,127M | $1,057M | +7% | $855M | +32% |
| 利息费用 Interest Expense | N/A | $47M | — | — | — |
| 净利润 Net Income (GAAP) | $1,020M | $966M | +6% | $803M | +27% |
| 净利润 Net Income (Non-GAAP) | $1,067M | — | — | — | — |
| 指标 | Q4 FY2024 | Q3 FY2024 | Q/Q | Q4 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $7.78 | $7.34 | +6% | $5.97 | +30% |
| 每股收益 EPS (Non-GAAP) | $8.14 | — | — | — | — |
| 稀释股数 Diluted Shares | 131M | 132M | -0% | 134M | -2% |
| 实际税率 Effective Tax Rate | 11.6% | 11.7% | -0.1 ppt | 7.1% | +4.5 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Systems | $2,170M | 56.0% | -9% | +27% |
| Customer Support-Related and Other | $1,702M | 44.0% | — | +14% |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| China | $1,510M | 39.0% | -6% | — |
| Korea | $697M | 18.0% | -24% | — |
| Taiwan | $581M | 15.0% | +73% | — |
| United States | $387M | 10.0% | +70% | — |
| Southeast Asia | $310M | 8.0% | +63% | — |
| Japan | $271M | 7.0% | -20% | — |
| Europe | $116M | 3.0% | -35% | — |
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 | Q4 FY2024 | Q3 FY2024 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Lam 6月季度业绩超出指引中值，得益于持续稳健的执行力和客户支持业务部门的增长。我们正在对研发和运营进行战略性投资，以使 Lam 在我们认为将持续多年的晶圆厂设备强劲支出期中取得超越表现。" — Tim Archer, Lam Research Corporation
| 指标 | 数值 | 备注 |
|---|---|---|
| operating_income_pct_gaap | 29.4% +/- 1% | GAAP营业利润率指引，占营收百分比 |
| operating_income_pct_nongaap | 29.5% +/- 1% | Non-GAAP营业利润率指引，占营收百分比 |
| gross_margin_gaap | 46.9% +/- 1% | GAAP毛利率指引，已注册字段仅覆盖Non-GAAP毛利率 |
| 指标 | 数值 | 备注 |
|---|---|---|
| deferred_revenue_japan_shipments | $98M | 日本客户验收前的在途出货估计未来收入约$98M，未计入递延收入余额，反映日本市场实际需求规模 |