LRCXLam Research
Price
+154%1YEnd-of-day closes, not the intraday tick.
Great business, demanding price
Quality strong, nothing alarming, demanding price, growing in the filings, the market undecided.
Incorporated in 1980, Lam Research Corporation (“Lam Research,” “Lam,” “we,” “our,” “us,” or the “Company”) is a Delaware corporation, headquartered in Fremont, California. We maintain a network of facilities throughout Asia, Europe, and the United States in order to meet the needs of our dynamic customer base. Additional information about Lam Research is available on our website at www.lamresearch.com. The content on any website referred to in this Form 10-K is not a part of or incorporated by reference in this Form 10-K unless expressly noted.
In the company’s own words · 10-K filed Aug 11, 2025 · SEC EDGAR
Charts
As reported to the SEC, without any scoring.
Lam Research (LRCX) reported revenue of $6.72B in Q4 2026 (quarter ended Jun 28, 2026), up 30% from the same quarter a year earlier. That came with a gross margin of 52% and net income of $2.28B (34% of revenue). For the full year FY2026, revenue was $23.2B (+26% year on year) and net income $7.27B. Its largest region in Q4 2026 was Taiwan at $1.81B, 28% of the disclosed total, just ahead of China at 27%. The next results filing is expected around Oct 21, 2026, the same week as a year ago.
What the company said
The company's own words from its current reports to the SEC, newest first
- Aug 27, 20263 SIGNATURES 4 Table of Contents.Director or officer change · Form 8-K
- Jul 29, 2026Lam Research Corporation Reports Financial Results for the Quarter Ended June 28, 2026.Earnings release · press release
- Apr 22, 2026Lam Research Corporation Reports Financial Results for the Quarter Ended March 29, 2026.Earnings release · press release
Quoted from SEC EDGAR filings. A current report is filed within four business days of the event it describes.
Business segments
Q4 2026 · $6.40BThe company’s own SEC segment disclosure.
- Taiwan$1.81B28%
- China$1.72B27%
- South Korea$1.32B21%
- Japan$622.8M10%
- United States$614.3M10%
- Europe$316.2M5%
Why these answers
Each answer with the checks it was read from. Open one for the numbers.
Conflicts between checks are named, never averaged, and thin data says so.
Semiconductor Equipment & Materials
The closest names by size in the same industry