Revenue Breakdown
Composition ()
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Revenue Streams
Lam Research Corp (LRCX) generates its revenue through a diversified portfolio of business segments. Currently, the largest contributor to its top-line growth is System revenue, accounting for 66.5% of total sales, equivalent to $3.44B. Another important revenue stream is Customer support-related revenue and other. Understanding this composition is critical for investors evaluating how LRCX navigates market cycles within the Semiconductor Equipment & Testing industry.
Profitability & Margins
Evaluating the bottom line, Lam Research Corp maintains a gross margin of 49.60%. This metric reflects the company's pricing power and manufacturing efficiency. Further down the income statement, the operating margin stands at 33.87%, while the net margin is 29.82%. These profitability ratios, combined with a Return on Equity (ROE) of 65.56%, provide a clear picture of how effectively LRCX converts its operational activities into shareholder value.
Comparative Benchmarking
In the context of the broader market, LRCX competes directly with industry leaders such as AMAT and PH. With a market capitalization of $288.48B, it holds a leading position in the sector. When comparing efficiency, LRCX's gross margin of 49.60% stands against AMAT's 48.01% and PH's 37.32%. Such benchmarking helps identify whether Lam Research Corp is trading at a premium or discount relative to its financial performance.
