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.
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From Lam Research's 10-Q and 10-K filings (SEC XBRL). YoY compares each quarter with the same quarter a year earlier; it is blank when the year-ago figure is missing or negative.
Annual results
Fiscal year
Revenue
Growth
EPS (diluted)
Growth
Net margin
FY2026
$23.23B
+26.0%
$5.76
+38.8%
31.3%
FY2025
$18.44B
+23.7%
$4.15
+43.1%
29.1%
FY2024
$14.91B
-14.5%
$2.90
-12.7%
25.7%
FY2023
$17.43B
+1.2%
$3.32
-89.9%
25.9%
FY2022
$17.23B
+17.8%
$32.75
+21.7%
26.7%
Frequently asked questions
When is Lam Research's next earnings date?
Lam Research has not announced a report date within the next three weeks. US companies usually report three to six weeks after each quarter ends; this page updates as soon as the date is on the calendar.
What did Lam Research earn last quarter?
For the quarter ended Sep 2026, Lam Research reported diluted EPS of $2.19 (+76.6% year over year) on revenue of $8.22B (+54.4%).
Where do these numbers come from?
Reported revenue, net income and EPS come from the company's own 10-Q and 10-K filings with the SEC (XBRL data). The report date and consensus estimate come from the Nasdaq earnings calendar.
Not investment advice. Figures can be restated by the company in later filings.