Lam Research

LRCX
309.5602.91% ( -9.280 )
Closed: Oct 12, 16:00:01 (EDT)

Q4 FY2026 EarningsQ4 FY26 results beat consensus across all key metrics: revenue of $6.72B was slightly ahead of the $6.67B expected, while non-GAAP gross margin reached 52.0%, outperforming the 50.5% mean forecast. Non-GAAP diluted EPS of $1.82 exceeded the $1.68 consensus by 8.3%. Strong AI-driven demand drove record results and supported an aggressive Q1 FY27 revenue guidance of $8.1B (±$400M), significantly higher than current market expectations for the period.

Financial report interval: 2026.03.30 - 2026.06.30

Overview: Lam Research(LRCX) the Revenue is 6.722 B (+29.99%), Beat estimate;the EBIT is 2.581 B (+45.11%), Beat estimate;the EPS is 1.81 (+34.07%), Beat estimate.

Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
6.72B29.99%
6.67B29.00%
+0.05B0.99%
EBITExceed expectations
2.58B45.11%
2.44B37.13%
+0.14B7.98%
EPSExceed expectations
1.8134.07%
1.67424.00%
+0.136010.07%

Upcoming earnings report - FY2027 Q1 Earning Release

Available dateOct 21, 2026
Estimate Revenue8.134 B
Estimate EBIT3.21 B
Estimate EPS2.1768

Revenue

ActualEstimateUnit: USD
Quarterly

EBIT

ActualEstimateUnit: USD
Quarterly

Net income

ActualEstimateUnit: USD
Quarterly

EPS

ActualEstimateUnit: USD
Quarterly