Lam Research Corporation(LRCX)Earnings, Financials & Key RatiosLam Research Corporation (LRCX) stock price & volume — 10-year historical chart
Investment Thesis • Updated 2026Q3
while the company demonstrates strong operating leverage with a 35.0% operating margin, the current P/E of 91.35 suggests a premium valuation that may already price in significant future growth.
Lam Research Corporation (LRCX) revenue, earnings & EPS growth — 3, 5 & 10-year CAGR
Lam Research Corporation (LRCX) EPS & revenue vs analyst estimates — last 4 quarters
| Quarter | Date | EPS (Act vs Est) | Revenue (Act vs Est) |
|---|---|---|---|
| Q2 2026Latest | Apr 22, 2026 | $1.47vs $1.36+8.1% | $5.8Bvs $5.8B+1.6% |
| Q1 2026 | Jan 28, 2026 | $1.27vs $1.17+8.5% | $5.3Bvs $5.2B+2.1% |
| Q4 2025 | Oct 22, 2025 | $1.26vs $1.22+3.3% | $5.3Bvs $5.2B+1.9% |
| Q3 2025 | Jul 30, 2025 | $1.33vs $1.21+9.9% | $5.2Bvs $5.0B+3.3% |
Recent stock market news and headlines for Lam Research Corporation (LRCX)
The Zacks Focus List offers investors a way to easily find top-rated stocks and build a winning investment portfolio. Here's why you should take advantage.
Live Updates Act now: the analyst who called NVIDIA in 2010 just named his top 10 AI stocks - and Apple didn't make the cut. Grab the names FREE today. Cooling Inflation 19 minutes ago Live May's Personal Consumption Expenditures (PCE) price index offered a measured dose of relief, with the Federal Reserve's preferred inflation... Live Nasdaq Composite: Micron Lifts Market Boat Alongside Cooling Inflation Signal
The likes of Nvidia (NVDA) and Micron (MU) remain the front and center of all AI-related debates in 2026, but billionaire investor Philippe Laffont is approaching the boom from a different angle. Speaking recently with CNBC, the founder of Coatue Management revealed his $90 billion hedge fund prefers a classic “picks-and-shovels” strategy rather than wagering on individual chipmakers like NVDA.
Lam Research (LRCX) concluded the recent trading session at $371.33, signifying a -9.33% move from its prior day's close.
Memory stocks get nailed
Key metrics vs top competitors for Lam Research Corporation (LRCX)
| Company | Price | Market Cap | P/E Ratio | Rev Growth (1Y) | Net Margin | ROE | Div Yield |
|---|---|---|---|---|---|---|---|
| $350.20 | $437.32B | 84.39 | 23.68% | 29.06% | 58.24% | 0.25% | |
| $592.79 | $470.65B | 68.45 | 4.39% | 29.31% | 39.78% | — | |
| $233.31 | $304.77B | 76.82 | 23.89% | 35.66% | 89.07% | — | |
| $1825.07 | $703.41B | 64.68 | 15.58% | 29.71% | 51.95% | — | |
| $427.34 | $66.9B | 122.80 | 13.13% | 22.55% | 29.72% | — | |
| $303.86 | $15.12B | 109.30 | 1.82% | 10.33% | 5.19% | — |
Lam Research Corporation (LRCX) vs competitors — business, growth, and fundamentals comparison against the closest industry rivals.
Lam Research Corporation (LRCX) SEC filings — annual & quarterly reports (10-K, 10-Q)
Apr 22, 2026·SEC
Feb 3, 2026·SEC
Jan 28, 2026·SEC
Get notified when LRCX posts new earnings or crosses analyst targets
Free. No account needed. Unsubscribe any time.
Lam Research Corporation (LRCX) stock FAQ — growth, dividends, profitability & financials explained
Lam Research Corporation (LRCX) reported $21.68B in revenue for fiscal year 2025. This represents a 1555% increase from $1.31B in 1996.
Lam Research Corporation (LRCX) grew revenue by 23.7% over the past year. This is strong growth.
Yes, Lam Research Corporation (LRCX) is profitable, generating $6.71B in net income for fiscal year 2025 (29.1% net margin).
Yes, Lam Research Corporation (LRCX) pays a dividend with a yield of 0.25%. This makes it attractive for income-focused investors.
Lam Research Corporation (LRCX) has a return on equity (ROE) of 58.2%. This is excellent, indicating efficient use of shareholder capital.
Lam Research Corporation (LRCX) generated $6.45B in free cash flow for fiscal year 2025. Positive FCF indicates the company can fund dividends, buybacks, or reinvestment.
