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LRCXNasdaq

Lam Research (LRCX) Financial Results

Report publication dates, analyst consensus, and how Lam Research's share price reacted to previous earnings — all in one place, in English.

Updated: October 11, 2026

Share Price
318.84 USD
-0.55%
Market Cap
$399.00 bn
Next Report
October 21, 2026
confirmed date
Earnings Beat
100%
out of 4 last quarters
Average Share Price Movement
4.07%
on the session after publication
P/E Ratio
55.35
Lam Research's Forecast AccuracyThe company beat analyst forecasts in 100% of the last 4 quarters.100%above forecasts
Percentage of quarters where Lam Research's earnings beat analyst consensus — out of 4 recent reports.

When Lam Research Releases Earnings

The next Lam Research report is scheduled for October 21, 2026. The date is based on the company's announcement.

The expected earnings per share (EPS) is 2.18 USD. Analyst forecasts range from 2.09 to 2.28 USD. The market reacts not to the absolute earnings, but to the difference between the actual result and this forecast.

Expected revenue: 8.13 B USD.

Lam Research's Latest Report: What the Numbers Showed

Lam Research's last published report covers the quarter ended June 30, 2026. Revenue was $6.72 billion, and net income was $2.28 billion. Earnings per share reached $1.82 compared to the analyst forecast of $1.68 — 8.10% above expectations. On the first trading day after publication, the share price changed by +10.43%.

Revenue
$6.72 bn
for the quarter
Net income
$2.28 bn
for the quarter
EPS
1.82 USD
forecast 1.68
Surprise
+8.10%
vs. consensus
Share price after report
+10.43%
next trading day
Net margin
33.88%
net income to revenue

Insider Transactions: Lam Research

Who from the management board, supervisory board, US Congress, or government bought and sold shares of this company — based on official filings.

Insider Buys · 12 mo.
25
≈ $45.3M
Sales · 12 mo.
44
Unique individuals
22
in the last year
Last transaction
September 9, 2026
Latest transactionsForm 4, STOCK Act, OGE, MAR
Chase Coleman · sale LRCX
Lam Research · Tiger Global Management fund
$319M June 30, 2026
Dan Loeb · sale LRCX
Lam Research · Third Point fund
$16M June 30, 2026
Stanley Druckenmiller · purchase LRCX
Lam Research · Duquesne Family Office fund
$18.9M June 30, 2026
Bethany Mayer · sale LRCX
Lam Research · indirect
$3MSeptember 9, 2026
Timothy Archer · sale LRCX
$9.6MSeptember 9, 2026
Seshasayee Varadarajan · sale LRCX
$17.4MSeptember 2, 2026
Ava Harter · sale LRCX
$1.5M August 31, 2026
Sheldon Whitehouse
Sheldon Whitehouse · sale LRCX
Lam Research · Spouse
$1k–$15kAugust 13, 2026
See insider faces on the chart in the app →

How the stock reacted to past earnings

The company beat analyst estimates in 100% of the last 4 quarters.

The average share price change on the day after earnings release is 4.07% — regardless of direction. The largest move was 10.43%. This number says more about the risk of holding a position through an earnings report than the earnings forecast itself.

Lam Research share price reaction to earningsBar chart: Lam Research share price change on the trading day after the last 4 earnings releases. Increased after 4 of them, decreased after 0. Largest move: 10.43%.+1.72%X 25+4.07%I 26+0.07%Q26+10.43%Q26
Lam Research share price change on the trading day after the report release. Green bar indicates an increase, red a decrease.
EPS forecast vs. actual — Lam ResearchBar chart comparing earnings per share forecast with Lam Research's actual results over the last 4 quarters. Actual results exceeded forecasts in 4 of them.1.221.26Q3 251.171.27Q4 251.361.47Q1 261.681.82Q2 26analyst forecastCompany earnings
Lam Research earnings per share: analyst forecast and actual result, in USD.
Lam Research quarterly earnings — forecast, actual, and share price performance on the day of release. EPS values in USD.
QuarterRelease dateEPS estimateActual EPSSurpriseShare price reaction
June 30, 2026July 29, 20261.681.82+8.10%+10.43%
March 31, 2026April 22, 20261.361.47+7.87%+0.07%
December 31, 2025January 28, 20261.171.27+8.70%+4.07%
September 30, 2025October 22, 20251.221.26+3.27%+1.72%

How much this company's stock moves after earnings

Lam Research's share price changes by an average of 4.07% on the first trading day after earnings releases — based on the last 4 reports, regardless of direction. This ranks 118 out of 180 companies for which we calculated this statistic.

Analyst forecasts for upcoming periods

The consensus is the average of many analysts' forecasts. The more analysts behind a number, the less likely it is to be a single error—but forecast agreement is never a guarantee of the actual result.

Forecasts for Lam Research — EPS values in USD.
PeriodEPS estimateEPS a year agoChangeRevenue forecastAnalysts
Current quarter2.181.26+72.85%$8.13 bn25
Next quarter2.311.27+81.89%$8.52 bn25
Current year9.475.82+62.80%$34.84 bn30
Next year11.769.47+24.16%$41.30 bn26

Revenue and margins quarter by quarter

Margin shows how much of sales a company retains. Rising revenue with shrinking margins means growth is coming at the expense of profitability—and that's usually more interesting than sales growth alone.

Lam Research revenue and marginBar chart of Lam Research's quarterly revenue for the last 5 quarters; revenue is growing, with the net margin shown by the overlaid line.Q2 25Q3 25Q4 25Q1 26Q2 2633.26%29.46%29.82%31.25%33.88%Quarterly revenueNet margin
Lam Research quarterly revenue in USD and net margin for the same quarter.
Lam Research income statement, quarterly.
QuarterRevenueGross marginOperating marginNet margin
June 30, 2026$6.72 bn51.75%37.39%33.88%
March 31, 2026$5.84 bn49.83%35.04%31.25%
December 31, 2025$5.34 bn49.60%33.87%29.82%
September 30, 2025$5.32 bn50.43%34.35%29.46%
June 30, 2025$5.17 bn50.08%33.67%33.26%

Who Reports in the Coming Weeks

Dates from the Portevo calendar — companies in the same industry are listed first, as their earnings often move the share prices of their peers even before their own reports.

About Lam Research

Lam Research Corporation is listed on Nasdaq under the ticker LRCX, and its headquarters are in the United States. The company belongs to the technology sector (industry: Semiconductor Equipment & Materials).

  • Ticker: LRCX
  • Exchange: Nasdaq
  • Trading Currency: USD
  • Sector: Technology
  • Number of Analysts Providing Estimates: 31
  • 52-Week Range: 134.04 – 438.50
  • Company website: https://www.lamresearch.com

Frequently Asked Questions

When does Lam Research release earnings?

The next report is scheduled for October 21, 2026.

What were Lam Research's results last quarter?

For the quarter ended June 30, 2026: revenue 6.72 billion USD, net income 2.28 billion USD, EPS 1.82 USD. This was +8.10% above analyst forecasts.

What is Lam Research's stock ticker?

LRCX — on the Nasdaq exchange. You may also see LRCX on quote services.

What is the earnings per share forecast for Lam Research?

The analyst consensus for the upcoming quarter is $2.18 per share. Individual forecasts range from $2.09 to $2.28.

How much does Lam Research's share price usually change after earnings?

On average, 4.07% in the session after publication, counting both directions. The largest recorded movement was 10.43%.

Does Lam Research usually beat analyst forecasts?

In the last 4 quarters, results exceeded forecasts in 100% of cases. History does not predict the next report, but it shows how cautiously analysts approach this company.

Where can I check Lam Research's financial results in English?

On Portevo — the earnings calendar, analyst forecasts, surprise history, and share price reactions are available for free and without an account.

Other Companies in the Technology Sector

A company's earnings are most informative when compared to competitors in the same industry — this shows whether a weak quarter was a company-specific issue or a market-wide trend.

Related

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Portevo is not an investment advisor. The data and analyses are for informational and educational purposes only and do not constitute a recommendation or an offer to buy or sell financial instruments. Quotes are from external providers and may be delayed. You make investment decisions at your own risk.

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