Lam Research Corporation (LRCX)

Nasdaq: LRCX · Special Industry Machinery, NEC · Fremont, CA · filing with the SEC since 1994

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Grade6.9

◀ Past 6.1● Present 7.5▶ Future 6.8

Overview Business Financials Grade Forecast Sentiment Ownership People Filings Patents Chart

The companyfiscal 2026, as filed

Revenue$23.23B+26.0%

Net income$7.27B+35.6%

Earnings per share$5.76+38.8%

Operating cash flow$5.86B-5.1%

Cash$5.58B-12.7%

Debt$3.72B-16.7%

Shareholders’ equity$12.47B+26.5%

Shares, diluted1.26B-2.3%

Return on equity58.3%

The recordfrom its filings

Filings in 202692

Newest filingNov 12 · 4

Annual reportAug 7, 2026

Quarterly reportOct 22, 2026

Next report due10-Q by Feb 9

Insider sales, 12 months$176M

Insider buys, 12 months$0.00

Patents granted4,834

Filer categoryLarge accelerated filer

Trailing twelve months to Sep 2026Revenue $26.13BNet income $8.45BCash from operations $7.58Bthe four newest filed quarters added

Left: the newest annual report, with the change on the year before. Right: counted from the company's own filings with the SEC.

Revenue and net income by fiscal yearRevenueNet income

17181920212223242526

As filed, in USD. Nothing here is a forecast.

The company now

Lam Research reported record revenue of $8.22 billion for the quarter ended 27 September 2026, in a results release dated 21 October 1. That was up 22 percent from $6.72 billion in the June 2026 quarter 1.

Operating margin, the share of revenue left after running costs, reached 40.0 percent, and diluted earnings per share were $2.19 1. Chief executive Tim Archer said artificial intelligence is driving higher chip demand and greater device complexity 1.

For the quarter ending 27 December 2026, the company guided to revenue of $8.60 billion, plus or minus $400 million 1. Chief financial officer Doug Bettinger said that guide would have been a bit higher without near-term supply chain constraints 4.

China was 35 percent of September quarter revenue, up from 26 percent in June, and the company expects a significantly lower share in December 4. Archer said a firmer view of 2027 industry spending should come on the January call 4. The annual meeting is on 3 November 2026 8.

As of Oct 30, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.