| 指标 | Q4 FY2025 | Q3 FY2025 | Q/Q | Q4 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $5,171M | $4,720M | +10% | $3,872M | +34% |
| 毛利率 Gross Margin (GAAP) | 50.1% | 49.0% | +1.1 ppt | 47.5% | +2.6 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 50.3% | — | — | 48.5% | +1.8 ppt |
| 研发费用 R&D | $580M | $526M | +10% | $498M | +17% |
| 销售及管理 SG&A | $268M | $226M | +19% | $216M | +24% |
| 折旧摊销 D&A | $98M | $96M | +3% | $88M | +11% |
| 股权激励 SBC | $94M | $87M | +8% | $79M | +19% |
| 营业利润 Operating Income (GAAP) | $1,741M | $1,562M | +11% | $1,127M | +55% |
| 利息费用 Interest Expense | N/A | $45M | — | N/A | — |
| 净利润 Net Income (GAAP) | $1,720M | $1,331M | +29% | $1,020M | +69% |
| 净利润 Net Income (Non-GAAP) | $1,698M | — | — | $1,067M | +59% |
| 指标 | Q4 FY2025 | Q3 FY2025 | Q/Q | Q4 FY2024 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $1.35 | $1.03 | +31% | $7.78 | -83% |
| 每股收益 EPS (Non-GAAP) | $1.33 | — | — | $8.14 | -84% |
| 稀释股数 Diluted Shares | 1,277M | 1,288M | -1% | 131M | +874% |
| 实际税率 Effective Tax Rate | 3.3% | 13.4% | -10.1 ppt | 11.6% | -8.3 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Systems | $3,438M | 66.5% | +13% | +58% |
| Customer Support-Related and Other | $1,734M | 33.5% | — | +2% |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| China | $1,810M | 35.0% | +23% | +20% |
| Korea | $1,138M | 22.0% | -1% | +63% |
| Taiwan | $983M | 19.0% | -13% | +69% |
| Japan | $724M | 14.0% | +52% | +167% |
| United States | $310M | 6.0% | +64% | -20% |
| Southeast Asia | $103M | 2.0% | -42% | -67% |
| Europe | $103M | 2.0% | -23% | -11% |
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 FY2025 | Q3 FY2025 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"Lam 又交出了一份稳健的季度业绩，亮点包括强劲的毛利率和创纪录的每股收益。随着 AI 时代沉积和刻蚀工艺关键性的不断增强，我们正在推进长期战略举措，并利用差异化产品组合使 Lam 处于超越行业增长的有利位置。" — Tim Archer, Lam Research Corporation
| 指标 | 数值 | 备注 |
|---|---|---|
| gross_margin_gaap_pct | 49.9% +/- 1% | GAAP 毛利率指引，范围 48.9%-50.9% |
| 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 | $342M | 日本客户验收前的在途出货估计未来收入约$342M，未计入递延收入余额，较上季度$587M显著下降，反映日本客户验收加速 |