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LRCX filed its 10-Q; the most relevant disclosure change is added Middle East conflict risk factor: New risk factor added describing conflict beginning February 2026 between the US, Israel, Persian Gulf states, and Iran causing regional instability, closure of Strait of Hormuz, attacks on transportation and energy infrastructure, and significant disruption t.
Subscribe to read moreLam Research reported Q3 FY2026 results with revenue of $5.84 billion, GAAP diluted EPS of $1.45, and non-GAAP diluted EPS of $1.47. Revenue increased 9% sequentially from Q2 FY2026 and 24% year-over-year. The company guided Q4 FY2026 revenue of $6.60 billion (plus/minus $400 million), gross margin of 50.5% (plus/minus 1%), operating margin of 36.5% (plus/minus 1%), and GAAP/non-GAAP diluted EPS of $1.65 (plus/minus $0.15).
Subscribe to read moreLam Research announced that its board appointed Anirudh Devgan, Ph.D., currently president and CEO of Cadence Design Systems, as a director effective February 3, 2026, expanding the board size to 11 members. The company also announced that Patrick J. Lord, Ph.D. will retire as chief operating officer effective March 6, 2026, after more than two decades with the company and Novellus prior to its acquisition. Seshasayee Varadarajan was appointed as executive vice president and COO effective March 6, 2026, succeedi...
Subscribe to read moreLRCX filed its 10-Q; the most relevant disclosure change is expanded Revenue concentration by geography: China represented 35% of Q2 FY2030 revenue ($1.86 billion), down from 43% in Q1 FY2030, while Taiwan increased to 20% ($1.07 billion) and Korea remained at 20% ($1.06 billion). Southeast Asia increased to 8% from 5% in Q1. Customer concentration: Not individually named represented 35% of revenue; Not individually named represented 20% of revenue.
Subscribe to read moreLam Research reported December 2025 quarter revenue of $5.34 billion, essentially flat sequentially but up 22% year-over-year from $4.38 billion in the year-ago quarter. GAAP diluted EPS of $1.26 and non-GAAP diluted EPS of $1.27 both increased 1-2% versus the September 2025 quarter. Gross margin declined 80 basis points sequentially to 49.6% on a GAAP basis. For the March 2026 quarter, the company guided revenue of $5.70 billion (+/- $300 million), gross margin of 49.0% (+/- 1%), operating income of 33.9% (+/-...
Subscribe to read moreLRCX filed its 10-Q; the most relevant disclosure change is expanded Segment Revenue Mix: Foundry revenue increased to 60% of systems revenue in Q1 FY2026, up from 41% in Q1 FY2025, driven by mature node investments. Memory decreased to 34% from 35%, and Logic/IDM decreased to 6% from 24%.
Subscribe to read moreLam Research reported Q1 FY2026 revenue of $5.32 billion, up 3% sequentially and up approximately 28% year-over-year. GAAP diluted EPS was $1.24 and non-GAAP diluted EPS was $1.26. For the next quarter, the company guided to revenue of $5.20 billion +/- $300 million with non-GAAP diluted EPS of $1.15 +/- $0.10. China represented 43% of revenue in the quarter, up from historical levels. Cash and cash equivalents increased to $6.7 billion at quarter end.
Subscribe to read moreDOCUMENT: primary | https://www.sec.gov/Archives/edgar/data/707549/000070754925000078/lrcx-20250908.htm lrcx-20250908 FALSE 0000707549 0000707549 2025-09-08 2025-09-08 Table of Contents UNITED STATES SECURITIES AND EXCHANGE COMMISSION Washington, D.C.
Subscribe to read moreLRCX filed its 10-K; the most relevant disclosure change is expanded Revenue: FY2025 revenue increased 23.7% to $18.44 billion from $14.91 billion, driven by strong customer demand for semiconductor equipment systems across memory and non-memory markets. Customer concentration: Customer One represented 19% of accounts_receivable; Customer Two represented 15% of accounts_receivable.
Subscribe to read moreLRCX filed its 10-Q; the most relevant disclosure change is changed Market segment composition: Foundry increased to 48% of systems revenue from 35% in prior quarter; memory decreased to 43% from 50%; logic decreased to 9% from 15%. The company noted increased foundry spending for both leading and mature node investments, offset by decrease in non-volati.
Subscribe to read moreLam Research reported Q3 FY2025 revenue of $4.72 billion, up 24% year-over-year, with GAAP diluted EPS of $1.03 and non-GAAP diluted EPS of $1.04. GAAP operating income was 33.1% of revenue compared to 30.5% in the prior quarter, and GAAP net income was $1.33 billion. For the quarter ended June 29, 2025, management guides revenue of $5.0 billion plus or minus $300 million, gross margin of 49.4% plus or minus 1%, operating margin of 33.4% plus or minus 1%, and diluted EPS of $1.20 plus or minus $0.10.
Subscribe to read moreLRCX filed its 10-Q; the most relevant disclosure change is expanded Revenue - Market Segments: Memory market segment increased to 50% of systems revenue in Q2 FY2025 from 35% in Q1 FY2025, driven by NAND investments. Foundry decreased to 35% from 41% and Logic decreased to 15% from 24%. Customer concentration: Memory segment represented 50% of revenue.
Subscribe to read moreLam Research Corporation reported Q2 FY2025 revenue of $4.38 billion and GAAP diluted EPS of $0.92 for the quarter ended December 29, 2024. Revenue increased 16.4% year-over-year from $3.76 billion in the year-ago quarter, while GAAP EPS rose 27.8% from $0.72. Non-GAAP diluted EPS was $0.91. For the quarter ended March 30, 2025, the company guides revenue of $4.65 billion (+/- $300 million), gross margin of 47.9% (+/- 1%), operating income of 31.9% (+/- 1%), and diluted EPS of $1.00 (+/- $0.10).
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