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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 systems revenue share — Non-Volatile Memory (NVM / 3D NAND) (%)

3D NAND Flash memory wafer fabrication equipment share of total Systems revenue (26% in Q1 FY27; 23% in Q4 FY26), driven by high-aspect-ratio cryogenic dielectric etch and molybdenum ALD layer-stacking upgrades.

Latest, Q1 FY27
26.0%
Period ended Sep 27, 2026
Change on a year earlier
+8.0 pts
18.0% in Q1 FY26
History
26 quarters
Since Q1 FY20
Sources
23
Documents cited below

Quarterly history

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

PeriodEndedSystems revenue share — Non-Volatile Memory (NVM / 3D NAND) (%)Year on yearSource
Q1 FY27Sep 27, 202626.0%+8.0 ptsLam Research FY2027Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY26Jun 28, 202623.0%–Lam Research FY2026Q4 Earnings Call Transcript (The Motley Fool) ↗
Q3 FY26Mar 29, 202612.0%–Lam Research FY2026Q3 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY26Dec 27, 202511.0%-13.0 ptsLam Research FY2026Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY26Sep 27, 202518.0%+7.0 ptsLam Research FY2026Q2 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY25Dec 27, 202424.0%+7.0 ptsLam Research FY2025Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY25Sep 27, 202411.0%-4.0 ptsLam Research FY2025Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY24Jun 28, 202417.0%-1.0 ptsLam Research FY2024Q4 Earnings Call Transcript (The Motley Fool) ↗
Q3 FY24Mar 29, 202421.0%-2.0 ptsLam Research FY2024Q3 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY24Dec 27, 202317.0%-22.0 ptsLam Research FY2024Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY24Sep 27, 202315.0%-24.0 ptsLam Research FY2024Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY23Jun 28, 202318.0%-22.0 ptsLam Research FY2023Q4 Earnings Call Transcript (The Motley Fool) ↗
Q3 FY23Mar 29, 202323.0%–Lam Research FY2023Q4 Earnings Call Transcript (The Motley Fool) ↗
Q2 FY23Dec 27, 202239.0%+4.0 ptsLam Research FY2023Q2 Earnings Call Transcript (The Motley Fool) ↗
Q1 FY23Sep 27, 202239.0%-6.0 ptsLam Research FY2023Q1 Earnings Call Transcript (The Motley Fool) ↗
Q4 FY22Jun 28, 202240.0%-9.0 ptsLam Research FY2022Q4 Earnings Call Transcript (The Motley Fool) ↗

Cite this data

StockData. (2026). Lam Research Systems revenue share — Non-Volatile Memory (NVM / 3D NAND) (%), quarterly Q1 FY20–Q1 FY27 [Data set]. Compiled from Lam Research SEC filings and investor materials. https://stockdatahq.com/stocks/lrcx/kpis/sys-pct-nvm

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