Form 8-K · Current report
Lam Research 8-K, filed Jul 29, 2026
- Filed
- CIK
- 0000707549
- Accession no.
- 0000707549-26-000033
Summary
Lam Research reported revenue of $6.72 billion for the fiscal quarter ended June 28, 2026, up 15.1% from the prior quarter, with U.S. GAAP diluted EPS of $1.81 and non-GAAP diluted EPS of $1.82, and guided to revenue of $8.10 billion plus or minus $400 million for the quarter ending September 27, 2026. CEO Tim Archer attributed the record revenue, operating margin and earnings per share to AI-driven demand reshaping the semiconductor industry and said the company is positioned for a third consecutive year of outperformance in 2026.
Key points
- June 2026 quarter revenue was $6.72 billion, up 15.1% from $5.84 billion in the March 2026 quarter, with U.S. GAAP gross margin of 51.7% and operating margin of 37.4%.
- Non-GAAP gross margin was 52.0%, non-GAAP operating margin 38.4%, and non-GAAP diluted EPS $1.82, versus $1.47 in the March 2026 quarter.
- Revenue by region was 27% Taiwan, 26% China, 20% Korea, 9% Japan, 9% United States, 5% Southeast Asia and 4% Europe.
- Guidance for the quarter ending September 27, 2026 is revenue of $8.10 billion plus or minus $400 million, gross margin of 52.0% plus or minus 1%, operating margin of 39.5% plus or minus 1%, and diluted EPS of $2.15 plus or minus $0.15.
Written by an AI model from the filing text. It can be incomplete or wrong; the filing on SEC.gov is the record.
Items reported
- 2.02Results of Operations and Financial Condition
- 9.01Financial Statements and Exhibits
From the filing
Item 2.02. Results of Operations and Financial Condition 3 Item 9.01. Financial Statements and Exhibits 3 SIGNATURES 4 EX-99.1 Table of Contents Item 2.02. Results of Operations and Financial Condition On July 29, 2026, Lam Research Corporation (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended June 28, 2026, the text of which is attached hereto as Exhibit 99.1. The information in this item of this Current Report on Form 8-K, including Exhibit 99.1, is furnished pursuant to Item 2.02 and shall not be deemed “filed” for the purposes of Section 18 of the Securities Exchange Act of 1934, as amended (the “Exchange Act”), or otherwise subject to…
An excerpt of the text as filed with the SEC, cut for length.
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