Form 8-K · Current report
Lam Research 8-K, filed Oct 21, 2026
- Filed
- CIK
- 0000707549
- Accession no.
- 0000707549-26-000052
Summary
Lam Research reported record quarterly revenue of $8.22 billion for the fiscal quarter ended September 27, 2026, up 22% from the prior quarter, with U.S. GAAP diluted EPS of $2.19; CEO Tim Archer attributed the results to AI-driven semiconductor demand and greater device complexity. The company guided to December-quarter revenue of $8.60 billion plus or minus $400 million and diluted EPS of $2.33 plus or minus $0.15.
Key points
- U.S. GAAP gross margin was 52.3% and operating margin 40.0% for the September 2026 quarter, versus 51.7% and 37.4% in the June 2026 quarter.
- Non-GAAP diluted EPS was $2.20, compared with $1.82 in the June 2026 quarter.
- China accounted for 35% of quarterly revenue, followed by Korea at 20%, Taiwan at 18% and the United States at 8%.
- Cash, cash equivalents and restricted cash rose to $7.45 billion from $5.60 billion at the end of the June 2026 quarter.
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 October 21, 2026, Lam Research Corporation (the “Company”) issued a press release announcing its financial results for the fiscal quarter ended September 27, 2026. A copy of the press release is furnished as Exhibit 99.1 to this Current Report on Form 8-K and is incorporated herein by reference. …
An excerpt of the text as filed with the SEC, cut for length.
Readster writes AI-generated summaries of public filings for research purposes only. Summaries can be incomplete or wrong — check the original filing on SEC.gov before relying on it. Nothing here is investment, legal or medical advice.