LRCX
Lam Research·NASDAQ
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LRCX fundamentals
Lam Research (LRCX) released its earnings on Jan 28, 2026: revenue was 5.34B (YoY +22.14%), beat estimates; EPS was 1.27 (YoY +39.56%), beat estimates.
Revenue / YoY
5.34B
+22.14%
EPS / YoY
1.27
+39.56%
Report date
Jan 28, 2026
LRCX Earnings Call Summary for Q2,2026
- Record Financials: 2025 revenue $20.6B (+27%), EPS $4.89 (+49%). Q2 2026 guidance: $5.7B (+23%), WFE $135B (+23%).
- Market Share Gain: WFE share mid-30s%, foundry/logic revenue占比 59%. Akara system wins double YoY.
- AI Growth Drivers: $1B+ SAM per 100k wafer starts for gate-all-around. NAND bit demand +1pt per $2-3M AI accelerator sold.
- Profitability: Gross margin 49.7%, EPS $1.27. 2026 WFE second-half weighted with DRAM/logic leading.
- Supply Chain: Expanding U.S. manufacturing to support 2026+ growth. 85%+ free cash flow return policy.
EPS
Revenue
Revenue & Expenses
LRCX has released its 2026 Q2 earnings report, with revenue of 5.34B, reflecting a YoY change of 22.14%, and net profit of 1.59B, showing a YoY change of 33.83%. 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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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
Did Lam Research beat or miss consensus estimates last quarter?What factors drove the changes in Lam Research's revenue and profit?What were the key takeaways from Lam Research's earnings call?What is Lam Research's latest dividend and current dividend yield?What were the key takeaways from Lam Research’s earnings call?What is the market's earnings forecast for Lam Research next quarter?What guidance did Lam Research's management provide for the next earnings period?What is Lam Research's gross profit margin?
