Every material Form 8-K Lam Research has filed with the SEC since January 28, 2026, read and summarized by AI: what happened, the key figures, whether it reads positive or negative for shareholders, and how big a deal it is (impact 1-5). Newest first; each brief links to its own page and to the filing on SEC.gov.
On November 5, 2026, Lam Research's board approved a $25 billion share repurchase authorization and a quarterly dividend of $0.33 per share. The authorization supplements remaining balances from the prior program and has no termination date. At the November 3, 2026 annual meeting, stockholders re-elected all 10 director nominees, approved executive pay on an advisory basis, and ratified KPMG LLP, but did not approve a stockholder proposal to call special shareholder meetings.
Board authorized up to $25 billion in share repurchases; the program may be suspended or discontinued at any time and does not obligate the company to buy any stock.
Quarterly dividend of $0.33 per share, payable January 6, 2027, to holders of record on December 2, 2026.
Advisory say-on-pay proposal passed with 93.12% of votes cast in favor.
Stockholder proposal on the right to call special shareholder meetings was not approved: 42.22% for, 556,221,352 against.
Lam Research reported revenue of $8.22 billion and U.S. GAAP diluted EPS of $2.19 for the quarter ended September 27, 2026, up from $6.72 billion and $1.81 in the June 2026 quarter. The company guided to revenue of $8.60 billion (plus or minus $400 million) and GAAP diluted EPS of $2.33 (plus or minus $0.15) for the quarter ending December 27, 2026.
Revenue of $8.22 billion, up 22% from $6.72 billion in the June 2026 quarter.
U.S. GAAP diluted EPS of $2.19 versus $1.81 in the June 2026 quarter; non-GAAP diluted EPS of $2.20.
Guidance for the December 2026 quarter: revenue of $8.60 billion +/- $400 million and GAAP diluted EPS of $2.33 +/- $0.15.
Cash dividend declared of $0.33 per share, up from $0.26; treasury stock purchases of $1.02 billion in the quarter.
Lam Research directors Sohail U. Ahmed and Michael R. Cannon notified the Board on August 24, 2026 that they will retire, effective November 2, 2026. The Board will shrink from 12 to 10 members once they leave, and the filing contains no replacement appointments.
Directors Sohail U. Ahmed and Michael R. Cannon will retire from the Board effective November 2, 2026.
Board size will be reduced from 12 to 10 directors upon their retirement.
Ahmed served about seven years; Cannon served about 16 years, including seven years as chair of the nominating and governance committee.
Lam Research reported results for the quarter ended June 28, 2026, with revenue of $6.72 billion, up 15.1% from the March quarter and up from $5.17 billion a year earlier. U.S. GAAP diluted EPS was $1.81, compared with $1.45 in the March quarter, and the company guided September quarter revenue to $8.10 billion plus or minus $400 million.
GAAP revenue was $6.72 billion, up from $5.84 billion in the March 2026 quarter and $5.17 billion in the June 2025 quarter.
GAAP diluted EPS was $1.81, up from $1.45 in the March 2026 quarter; non-GAAP diluted EPS was $1.82.
For the quarter ending September 27, 2026, guidance calls for revenue of $8.10 billion plus or minus $400 million and non-GAAP diluted EPS of $2.15 plus or minus $0.15.
Lam Research reported revenue of $5.84 billion and U.S. GAAP diluted EPS of $1.45 for the quarter ended March 29, 2026, both up from the prior quarter. The company guided to June quarter revenue of $6.60 billion, plus or minus $400 million, and diluted EPS of $1.65, plus or minus $0.15.
Revenue was $5.84 billion, up from $5.34 billion in the December 2025 quarter and $4.72 billion a year earlier.
U.S. GAAP net income was $1,825 million, or $1.45 per diluted share, versus $1.26 in the December 2025 quarter; non-GAAP diluted EPS was $1.47.
For the quarter ending June 28, 2026, guidance is revenue of $6.60 billion (plus or minus $400 million) and diluted EPS of $1.65 (plus or minus $0.15).
Cash, cash equivalents and restricted cash fell to $4.77 billion from $6.20 billion, mainly due to capital return activities, debt principal payments and capital expenditures.
Lam Research appointed Cadence Design Systems CEO Anirudh Devgan as a director effective February 3, 2026, increasing the board size by one. The company also said Chief Operating Officer Patrick J. Lord will retire effective March 6, 2026, and Seshasayee Varadarajan will succeed him as executive vice president and chief operating officer on the same date.
Anirudh Devgan, Ph.D., age 56, appointed to the board effective February 3, 2026, and joined the Innovation and Technology Committee
Devgan is CEO and a board member of Cadence Design Systems, Inc., and has been its president since November 2017
Patrick J. Lord, Ph.D., retiring as chief operating officer effective March 6, 2026; he notified the company on January 30, 2026
Seshasayee (Sesha) Varadarajan, age 51, named executive vice president and chief operating officer effective March 6, 2026
Lam Research reported revenue of $5.34 billion and U.S. GAAP diluted EPS of $1.26 for the quarter ended December 28, 2025, both up from the September 2025 quarter. The company guided March 2026 quarter revenue to $5.70 billion, plus or minus $300 million, and GAAP diluted EPS to $1.35, plus or minus $0.10, which is above the December quarter results.
Revenue was $5.34 billion, compared with $5.32 billion in the September 2025 quarter and $4.38 billion a year earlier.
U.S. GAAP diluted EPS was $1.26, up from $1.24; non-GAAP diluted EPS was $1.27, up from $1.26.
U.S. GAAP gross margin fell to 49.6% from 50.4%, and operating income as a percentage of revenue fell to 33.9% from 34.4%.
Guidance for the quarter ending March 29, 2026: revenue of $5.70 billion plus or minus $300 million and U.S. GAAP diluted EPS of $1.35 plus or minus $0.10.
Briefs are written by AI from the filing text (each brief's own page names the model) and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the model's reading of the filing for shareholders, not a price forecast. Not investment advice.
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