Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition that offers copper damascene manufacturing; SPEED gapfill high-density plasma chemical vapor deposition (CVD) products; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced CVD products. It also provides Flex for…
| Quarter | Revenue | YoY | Net Income | EPS (dil.) | YoY | Gross Margin | Op. Margin |
|---|---|---|---|---|---|---|---|
| Q1 2026 Mar 2026 | $5.84B | +23.8% | $1.83B | $1.45 | +40.8% | 49.8% | 35.0% |
| Q4 2025 Dec 2025 | $5.34B | — | $1.59B | $1.26 | — | 49.6% | 33.9% |
| Q3 2025 Sep 2025 | $5.32B | — | $1.57B | $1.24 | — | 50.4% | 34.4% |
| Q2 2025 Jun 2025 | $5.17B | — | $1.72B | $1.35 | — | 50.1% | 33.7% |
| Q1 2025 Mar 2025 | $4.72B | — | $1.33B | $1.03 | — | 49.0% | 33.1% |
Data from Yahoo Finance. YoY compares the same quarter of the prior fiscal year.
Will the massive surge in global wafer fabrication demand push Lam Research to new record highs despite recent executive insider selling?
