Lam Research (LRCX) FY2025 10-K Annual Report

Filed: Aug 11, 2025
Industrials
Special Industry Machinery, NECSEC EDGAR

Lam Research (LRCX) 10-K annual report for fiscal year 2025, filed with SEC EDGAR on Aug 11, 2025. This page provides AI-powered analysis including business overview, management discussion & analysis (MD&A), risk factors, and key financial data such as revenue, net income, gross margin, operating margin, and return on equity (ROE) extracted from XBRL.

Lam Research FY2025 10-K Analysis

Business Overview

  • Core business model: Semiconductor manufacturing equipment and services provider
  • No new products, services, or segments introduced or emphasized this year
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Management Discussion & Analysis

  • Revenue not explicitly stated in provided text; no YoY dollar amounts available
  • No profitability or margin % figures disclosed in the provided excerpt
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Risk Factors

  • Regulatory risk from U.S. export controls restricting sales to China, impacting market access and revenue in key regions
  • Geopolitical threat from Middle East conflict and related macroeconomic uncertainties affecting semiconductor capital equipment demand
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Lam Research FY2025 Key Financial Metrics
XBRL

Revenue

$18.4B

+23.7% YoY

Net Income

$5.4B

+40.0% YoY

Gross Margin

48.7%

+139bp YoY

Operating Margin

32.0%

+340bp YoY

Net Margin

29.1%

+338bp YoY

ROE

54.3%

+951bp YoY

Total Assets

$21.3B

+13.9% YoY

EPS (Diluted)

$4.15

-85.7% YoY

Operating Cash Flow

$6.2B

+32.7% YoY

Source: XBRL data from Lam Research FY2025 10-K filing on SEC EDGAR. All figures in USD.

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