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

Lam Research reports September quarter revenue of $8.22 billion, up 22% from June quarter

Positive Impact 3 of 5 earnings

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.

Key points

  • 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.

The filing

CompanyLam Research (LRCX)
Form8-K, current report
Filed with the SECOct 21, 2026, 4:13 PM ET
Accession number0000707549-26-000052

Items reported: 2.02 Results of Operations

Read the filing on SEC.gov ↗

Written by AI on Nov 7, 2026, 11:17 PM ET, from this filing only.

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.