Segments and KPIs


The Segments and KPIs panel gives you a detailed revenue breakdown for approximately 1,500 of the largest US companies, including revenue by business segment, revenue by geography, and company-specific key performance indicators.


Opening the Panel

Segments and KPIs lives on the bottom toolbar, to the right of Options Data and to the left of Custom Indicator Editor. Click the Segments and KPIs tab to open it. By default, the panel matches the symbol on your active chart, so if you are looking at LRCX, you get LRCX segment data.

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Coverage includes roughly 1,500 of the largest US companies. If a symbol is not covered, the panel will let you know.

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What's in the Data

The panel presents a spreadsheet of metrics, one column per fiscal period. The categories and metrics shown depend on what each company actually reports, so no two companies look exactly alike. Common categories include:

Revenue by Segment How the company splits its revenue across business lines. For an industrial manufacturer, that might be Construction Industries, Resource Industries, and Power & Energy.
Revenue by Geography Revenue split by region: North America, Latin America, Asia/Pacific, Europe, China, and so on. Useful for spotting concentration risk and regional growth trends.
Segment Profitability Some companies report operating profit (EBIT) at the segment level, letting you see which business lines actually make the money, not just which generate revenue.
Segment Capital Expenditures Where the company is investing. Capex broken down by segment shows which business lines management is betting on.
Key Performance Indicators Company-specific operating metrics. These vary by business: order backlog for an industrial, Foundry vs. Memory revenue mix for a chip equipment maker, or subscribers, stores, and deliveries for others.

Every metric also has a rate-of-change row (shown as Change% YoY), colored green for growth and red for contraction. This makes acceleration and deceleration easy to spot at a glance without doing the math yourself.

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Visualizing the Data

Click the icon to the left of any metric to display it on a chart above the table. You can plot multiple metrics at once, and each one gets its own color so you can compare them side by side across every period.

Once a metric is on the chart, you can control how it is displayed:

Chart type Display each metric as a bar, line, or scatter plot.
Stacked bars Stack bars on top of each other, useful for viewing segment or geographic revenue as parts of a whole.
Labels Display value labels directly on the chart.
Overlays Add a median, average, or regression line to a plotted metric.

Selected metrics appear as removable tags above the table, so you can add and drop series until the picture is clear. Active metrics are also highlighted in the table itself.

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Customizing the View

Click Customize next to the symbol name to adjust how the data is presented:

Setting Options
Symbol Match the current chart symbol, or lock the panel to a specific ticker.
Granularity Annual or Quarterly.
Rate of change How Change% rows are calculated, such as year over year.
Data depth How many historical periods to display.
Time axis Newest periods at the right or at the left.

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Ways to Use This Tool

A few practical ways to get value from segment-level data:

Spot concentration risk Stack geographic revenue bars to see how dependent a company is on one region. A company earning most of its revenue from a single country carries risk the headline number hides.
Catch growth inflections early Plot rate-of-change rows on a quarterly granularity. A segment that stops decelerating and turns back up often shows here before it moves total revenue.
Track the mix shift Chart segment revenues together over time to see whether the business is shifting toward or away from its higher-value lines. Two companies with identical total revenue can have very different trajectories underneath.
Follow the end market Use KPI rows to track a company's exposure to a specific end market. For a chip equipment maker, the Foundry vs. Memory revenue mix tells you which part of the semiconductor cycle the company is levered to.
Add a trend line to the story Overlay a regression line on a plotted metric to separate the long-term trend from quarter-to-quarter noise, or use the average and median overlays to see which periods were genuinely above or below normal.
Prepare for earnings Before a report, review which segments and regions have been driving results. It gives you context for judging whether the new numbers are a continuation or a break in trend.

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Using It with Sidekick

Sidekick has full access to Segments and KPI data. Ask it to pull, compare, or interpret segment-level numbers directly in chat.

Sidekick prompt: "Break down LRCX revenue by geography over the last 5 years. Which region is growing fastest?"
Sidekick prompt: "What percentage of LRCX systems revenue comes from foundry vs. memory customers, and how has that mix shifted?"
Sidekick prompt: "Is China revenue for this company accelerating or decelerating year over year?"

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Jul 22, 2026

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