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SEC filingSEC filingAug 7, 2026

LRCX 10-K filed 2026-08-07 | Key takeaways

LRCX filed its 10-K; the most relevant disclosure change is expanded Customer concentration: Most-significant-customer list expanded to four named customers (Micron Technology, Samsung Electronics, SK hynix, and TSMC) for FY26/FY25/FY24; accounts-receivable concentration rose to five customers at 20%, 16%, 15%, 11%, and 10% as of June 28, 2026 from th. Customer concentration: Customer One (unnamed) represented 20% of accounts_receivable; Customer Two (unnamed) represented 16% of accounts_receivable.

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EarningsOfficial company sourceJul 29, 2026

Lam Research Q4 FY2026 Revenue $6.72B; Guides Q1 FY2027 Revenue to $8.10B Midpoint

Lam Research reported fiscal Q4 2026 (quarter ended June 28, 2026) revenue of $6.72 billion, up 15.1% sequentially and approximately 30.0% year-over-year from $5.17 billion in the prior-year quarter, with GAAP diluted EPS of $1.81 and non-GAAP diluted EPS of $1.82. GAAP operating margin expanded to 37.4% from 35.0% in the March 2026 quarter and 33.7% in the prior-year quarter. For the quarter ending September 27, 2026, the company guided revenue to $8.10 billion (±$400 million) at the midpoint, operating margin...

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