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泛林集团Lam Research(LRCX)2026财年第一季度财报(10-Q)「NASDAQ」(英文版)(64页).pdf

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1、UNITED STATESSECURITIES AND EXCHANGE COMMISSIONWashington,D.C.20549FORM 10-Q(Mark One)QUARTERLY REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE ACT OF 1934For the quarterly period ended September 28,2025or TRANSITION REPORT PURSUANT TO SECTION 13 OR 15(d)OF THE SECURITIES EXCHANGE A

2、CT OF 1934For the transition period from to Commission file number 0-12933_LAM RESEARCH CORPORATION(Exact name of registrant as specified in its charter)_Delaware 94-2634797(State or other jurisdiction of incorporation or organization)(I.R.S.Employer Identification No.)4650 Cushing Parkway,Fremont,C

3、alifornia94538(Address of principal executive offices)(Zip Code)Registrants telephone number,including area code:(510)572-0200Securities registered pursuant to Section 12(b)of the Act:Title of each classTrading Symbol(s)Name of each exchange on which registeredCommon Stock,Par Value$0.001 Per ShareL

4、RCXThe Nasdaq Stock Market(Nasdaq Global Select Market)_Indicate by check mark whether the registrant(1)has filed all reports required to be filed by Section 13 or 15(d)of the Securities Exchange Act of 1934 during thepreceding 12 months(or for such shorter period that the registrant was required to

5、 file such reports),and(2)has been subject to such filing requirements for the past90 days.Yes No Indicate by check mark whether the registrant has submitted electronically every Interactive Data File required to be submitted pursuant to Rule 405 of Regulation S-T(232.405 of this chapter)during the

6、preceding 12 months(or for such shorter period that the registrant was required to submit such files).Yes No Indicate by check mark whether the registrant is a large accelerated filer,an accelerated filer,a non-accelerated filer,a smaller reporting company,or an emerging growthcompany.See the defini

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根据《Data》标记中的内容,以下是Lam Research Corporation 2025年第三季度报告的简要概括: - **收入增长**:2025年9月28日结束的第三季度收入为5.32亿美元,同比增长3%,主要得益于晶圆制造设备支出增加和客户支持相关收入的增长。 - **毛利率提升**:毛利率从上一季度的50.1%提升至50.4%,主要得益于客户组合的改善,部分抵消了工厂效率降低、关税相关支出增加和材料成本上升的影响。 - **研发投入**:第三季度研发支出为5764万美元,占收入的10.8%,专注于先进沉积、蚀刻、清洗和其他半导体制造工艺。 - **运营费用增加**:销售、一般和管理费用(SG&A)为2793万美元,同比增长5.2%,主要由于员工相关成本增加。 - **现金流**:经营活动产生的现金流量为17.79亿美元,主要用于资本支出、股票回购和股息支付。 - **资产负债表**:截至2025年9月28日,现金、现金等价物和限制性现金余额为67.12亿美元,较6月29日结束的季度增加。 - **股票回购**:第三季度股票回购总额为9.686亿美元,包括员工股票期权和税收支付。 - **未来展望**:公司预计,基于当前的业务展望和截至2025年9月28日的现金和现金等价物水平,预计未来12个月内将有足够的现金流来支持其运营、投资、债务偿还、资本支出、资本再分配和股息。
**季度营收增长几何**? **研发投入如何助力未来**? **现金流状况如何**?
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