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LRCX · Company KPIs

Lam Research (LRCX) KPIs

Deferred revenue, China share of revenue. As reported in SEC filings, with the source line for each figure.

Deferred revenue

$2.66B at Sep 27, 2026

Jun 29, 2025: $2.68BSep 28, 2025: $2.77BDec 28, 2025: $2.25BMar 29, 2026: $2.22BJun 28, 2026: $2.43BSep 27, 2026: $2.66BJun 29, 2025Sep 27, 2026

The filings read for this page do not define this measure.

Deferred revenue, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 27, 2026$2.66BDeferred revenue at the end of the September 2026 quarter increased to $2.66 billion compared to $2.43 billion as of the end of the June 2026 quarter.8-K filed 2026-10-21
Jun 28, 2026$2.43BDeferred revenue at the end of the June 2026 quarter increased to $2.43 billion compared to $2.22 billion as of the end of the March 2026 quarter.8-K filed 2026-07-29
Mar 29, 2026$2.22BDeferred revenue at the end of the March 2026 quarter decreased slightly to $2.22 billion compared to $2.25 billion as of the end of the December 2025 quarter.8-K filed 2026-04-22
Dec 28, 2025$2.25BDeferred revenue at the end of the December 2025 quarter decreased to $2.25 billion compared to $2.77 billion as of the end of the September 2025 quarter.8-K filed 2026-01-28
Sep 28, 2025$2.77BDeferred revenue at the end of the September 2025 quarter increased to $2.77 billion compared to $2.68 billion as of the end of the June 2025 quarter.8-K filed 2025-10-22
Jun 29, 2025$2.68BDeferred revenue at the end of the September 2025 quarter increased to $2.77 billion compared to $2.68 billion as of the end of the June 2025 quarter.8-K filed 2025-10-22

China share of revenue

35% for the period ended Sep 27, 2026

Sep 28, 2025: 43%Dec 28, 2025: 35%Mar 29, 2026: 34%Jun 28, 2026: 26%Sep 27, 2026: 35%Sep 28, 2025Sep 27, 2026

The filings read for this page do not define this measure.

China share of revenue, as first reported, with the line it was read from
Period endedFigureFiling text
Sep 27, 202635%China · 35%8-K filed 2026-10-21
Jun 28, 202626%China · 26%8-K filed 2026-07-29
Mar 29, 202634%China · 34%8-K filed 2026-04-22
Dec 28, 202535%China · 35%8-K filed 2026-01-28
Sep 28, 202543%China · 43%8-K filed 2025-10-22

Reading notes

Figures are shown as first reported. If a later filing prints a different figure for the same period, both appear. A figure marked ≈ or shown in words is how the company itself states it, not an estimate of ours. Companies change definitions over time, so compare periods with the quoted definition in mind. Periods that failed our checks are left out, so gaps are expected.