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Lam Research Corp (LRCX) operating KPIs

LRCXNasdaqSpecial Industry Machinery, NECFiscal year ends June 27
Financials through Q4 FY2026, quarter ended Jun 28, 2026Last filing: 10-Q on Oct 22, 2026Score 21/3065% above fair value
$239.11−15.28 (-6.01%)

Close on Oct 30, 2026Market cap $299.20BP/E 41.5Yield 0.43%

Lam Research customer concentration — Largest customer #1 share of total revenue (%)

In FY2026, two customers individually accounted for >=10% of total revenue (21% and 14%).

Latest, FY2026
16.0%
Period ended Jun 28, 2026
Change on a year earlier
-1.0 pts
17.0% in FY2025
History
8 years
Since FY2019
Sources
6
Documents cited below

Annual history

Hover a value to see the sentence it was read from; calculated values show their formula

PeriodEndedCustomer concentration — Largest customer #1 share of total revenue (%)Year on yearSource
FY2026Jun 28, 202616.0%-1.0 ptsLam Research Form 10-K (filed 2026-08-07) ↗
FY2025Jun 28, 202517.0%0.0 ptsLam Research Form 10-K (filed 2026-08-07) ↗
FY2024Jun 28, 202417.0%-5.0 ptsLam Research Form 10-K (filed 2026-08-07) ↗
FY2023Jun 28, 202322.0%+1.0 ptsLam Research Form 10-K (filed 2025-08-11) ↗
FY2022Jun 28, 202221.0%-4.0 ptsLam Research Form 10-K (filed 2024-08-29) ↗
FY2021Jun 28, 202125.0%+1.0 ptsLam Research Form 10-K (filed 2023-08-15) ↗
FY2020Jun 28, 202024.0%+9.0 ptsLam Research Form 10-K (filed 2022-08-24) ↗
FY2019Jun 28, 201915.0%–Lam Research Form 10-K (filed 2021-08-17) ↗

Breakdown

What makes up customer concentration — largest customer #1 share of total revenue

Cite this data

StockData. (2026). Lam Research Customer concentration — Largest customer #1 share of total revenue (%), annual FY2019–FY2026 [Data set]. Compiled from Lam Research SEC filings and investor materials. https://stockdatahq.com/stocks/lrcx/kpis/cust1-rev-pct

See every metric in the Lam Research KPI table. Data updated Oct 25, 2026.