LRCX
Lam Research·NASDAQ
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LRCX fundamentals
Lam Research (LRCX) released its earnings on Oct 22, 2025: revenue was 5.32B (YoY +27.74%), beat estimates; EPS was 1.26 (YoY +46.51%), beat estimates.
Revenue / YoY
5.32B
+27.74%
EPS / YoY
1.26
+46.51%
Report date
Oct 22, 2025
LRCX Earnings Call Summary for Q1,2026
- Record Q1 Performance: $5.3B revenue, 50.6% gross margin, 35% operating margin.
- China Restriction Impact: $600M 2026 revenue hit, China share <30%.
- AI Growth Driver: $8B WFE per $100B data center spend.
- NAND Upgrade Boom: $40B upgrade spend, 2026 upgrades remain >50% of NAND revenue.
- Product Leadership: Aether, Cryo 3.0, and HALO tools winning key wins.
- 2026 Outlook: WFE growth driven by AI, high 30s SAM%.
- Financial Strength: $6.7B cash, 85%+ FCF return, $0.26 dividend.
EPS
Revenue
Revenue & Expenses
LRCX has released its 2026 Q1 earnings report, with revenue of 5.32B, reflecting a YoY change of 27.74%, and net profit of 1.57B, showing a YoY change of 40.51%. The Sankey diagram below clearly presents LRCX's revenue sources and cost distribution.
Key Indicators
Lam Research (LRCX) key financial stats and ratios, covering profitability, financial health, and leverage.
Lam Research (LRCX)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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Breakdown
Lam Research (LRCX)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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Lam Research (LRCX)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does Lam Research (LRCX) generate its revenue? Explore its key revenue streams and top earning regions.
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Track Lam Research (LRCX) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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Dividend Yield
You can ask Aime
What is Lam Research's gross profit margin?What guidance did Lam Research's management provide for the next earnings period?What is the revenue and EPS growth rate for Lam Research year over year?What does Lam Research do and what are its main business segments?What is the market's earnings forecast for Lam Research next quarter?What were the key takeaways from Lam Research’s earnings call?What were the key takeaways from Lam Research's earnings call?What is Lam Research's latest dividend and current dividend yield?
