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AI brief of an SEC Form 8-K · Lam Research (LRCX)

Lam Research reports June quarter revenue of $6.72 billion, up 15.1%; EPS rises to $1.81

Positive Impact 3 of 5 earnings Written later

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.

Key points

  • 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.

The filing

CompanyLam Research (LRCX)
Form8-K, current report
Filed with the SECJul 29, 2026, 4:07 PM ET
Accession number0000707549-26-000033

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 8, 2026, 2:16 AM ET, from this filing only. Written later: this filing was briefed after the fact, when past filings were added to the site, so the brief may be read with hindsight; the filing itself is the record of what was known on July 29, 2026.

Briefs are written by AI from the filing text and can contain mistakes — open the filing before acting on anything. Impact (1-5) and tone are the AI's reading of the filing for shareholders, not a price forecast. Not investment advice.