{"filings":[{"id":98397,"accession_number":"0000707549-26-000020","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2026-04-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lam Research Q3 FY2026 revenue $5.84B, EPS $1.45; Q4 guidance $6.6B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $5.84B, +9% QoQ; GAAP diluted EPS $1.45, non-GAAP $1.47, both record.","Gross margin 49.8% GAAP, operating margin 35.0%; non-GAAP gross margin 49.9%.","China 34% of revenue; systems $3.73B, customer support $2.11B.","Q4 guidance: revenue $6.6B ± $400M, GAAP EPS $1.65 ± $0.15; non-GAAP same.","Cash, cash equivalents $4.77B at quarter end; deferred revenue $2.22B."],"consensus_eps_estimate":null,"consensus_eps_actual":3.95,"consensus_revenue_estimate":null,"consensus_revenue_actual":16510452000.0,"consensus_period":"2026-Q3","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113827,"accession_number":"0000707549-26-000014","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K/A","filed_at":"2026-02-04T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lam Research appoints Cadence CEO Devgan to board, names Varadarajan COO","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Appoints Cadence CEO Anirudh Devgan to board; he brings EDA, AI expertise.","COO Pat Lord retiring after >20 years; effective March 6, 2026.","Sesha Varadarajan promoted to EVP and COO, effective March 6, 2026.","Karthik Rammohan takes expanded SVP role for global operations and enterprise solutions.","Changes aim to increase operational velocity for AI era, says CEO Tim Archer."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113829,"accession_number":"0000707549-26-000012","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2026-02-03T23:59:59+00:00","items":["5.02","9.01"],"status":"ready","headline":"Lam Research appoints Cadence CEO Devgan to board; COO Lord retiring, Varadarajan succeeds","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Dr. Anirudh Devgan (Cadence president & CEO) appointed to Lam board immediately; joins Innovation & Technology Committee.","COO Patrick J. Lord retiring after >20 years; effective March 6, 2026.","Sesha Varadarajan appointed EVP & COO effective March 6, 2026; previously SVP Global Products.","Karthik Rammohan assumes expanded SVP role for Global Operations & Enterprise Solutions."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":113828,"accession_number":"0000707549-26-000006","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2026-01-28T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lam Research reports Dec Q revenue $5.34B, GAAP EPS $1.26, non-GAAP $1.27; guides Mar Q rev $5.7B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $5.34B, up 22% YoY ($4.38B); GAAP EPS $1.26 vs $1.24 prior Q; non-GAAP EPS $1.27.","Gross margin 49.6% GAAP (down 80bps QoQ); operating margin 33.9%.","Guidance for Mar 2026 Q: rev $5.7B ±$300M, GAAP EPS $1.35 ±$0.10, above Dec Q actual.","CEO cites record year, AI-driven demand; China 35% of revenue, customer support +12% QoQ.","Cash & equivalents $6.2B; deferred revenue $2.25B, down from $2.77B prior Q."],"consensus_eps_estimate":null,"consensus_eps_actual":2.5,"consensus_revenue_estimate":null,"consensus_revenue_actual":10668964000.0,"consensus_period":"2026-Q2","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130235,"accession_number":"0000707549-25-000094","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-11-06T23:59:59+00:00","items":["3.03","5.02","5.03","5.07","9.01"],"status":"ready","headline":"Lam Research stockholders approve 96.8M-share 2025 equity plan and officer liability amendment at annual meeting","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Stockholders approved 2025 Stock Incentive Plan with 96.8M share reserve plus carryover from prior plan.","Certificate of Incorporation amended to limit officer liability as permitted by Delaware law, effective Nov 4, 2025.","All 11 director nominees elected with vote % ranging from 80.8% (Cannon) to 99.9% (Brennan); say-on-pay approved with 90.8% support.","Stockholder proposal for special meeting rights failed with 41.4% for.","Ratification of KPMG as auditor for FY2026 passed with 99.4% for."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.65,"calibrated_materiality_score":0.65,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":130234,"accession_number":"0000707549-25-000082","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-10-22T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lam Research Q1 FY2026 revenue $5.32B, GAAP EPS $1.24, Dec Qtr guide rev $5.2B, EPS $1.15","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $5.32B (+3% QoQ); GAAP gross margin 50.4%, GAAP operating income 34.4%, GAAP diluted EPS $1.24.","Non-GAAP gross margin 50.6%, non-GAAP operating income 35.0%, non-GAAP diluted EPS $1.26.","China 43% of revenue; systems revenue $3.55B, customer support revenue $1.78B.","Cash & equivalents $6.7B; deferred revenue $2.77B at quarter end.","Dec 2025 quarter guidance: revenue $5.2B ±$300M, non-GAAP diluted EPS $1.15 ±$0.10."],"consensus_eps_estimate":null,"consensus_eps_actual":1.24,"consensus_revenue_estimate":null,"consensus_revenue_actual":5324173000.0,"consensus_period":"2026-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146806,"accession_number":"0000707549-25-000078","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-09-11T23:59:59+00:00","items":["4.01","9.01"],"status":"ready","headline":"Lam Research dismisses EY, appoints KPMG as auditor for FY2026","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Auditor change effective September 8, 2025; EY dismissed, KPMG appointed for FY2026 audit.","EY's audit reports for fiscal years 2024 and 2025 were unqualified, with no adverse opinions.","No disagreements or reportable events occurred between Lam and EY during the relevant periods.","EY furnished a letter to the SEC agreeing with Lam's statements, attached as Exhibit 16.1."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":146805,"accession_number":"0000707549-25-000068","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-07-30T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lam Research Q4 FY2025 revenue $5.17B (+9.6% QoQ), GAAP EPS $1.35","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $5.17B (+9.6% QoQ); GAAP gross margin 50.1%, op margin 33.7%.","Non-GAAP EPS $1.33 vs $1.04; GAAP EPS $1.35 vs $1.03 prior quarter.","Sept Q guidance: revenue $5.2B +/- $300M, non-GAAP EPS $1.20 +/- $0.10.","Deferred revenue $2.68B (up from $2.01B); cash $6.4B.","China 35% of Q4 rev; systems rev $3.44B, customer support $1.73B."],"consensus_eps_estimate":null,"consensus_eps_actual":4.15,"consensus_revenue_estimate":null,"consensus_revenue_actual":18435591000.0,"consensus_period":"2025-FY","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165237,"accession_number":"0000707549-25-000060","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-05-21T23:59:59+00:00","items":["5.03","9.01"],"status":"ready","headline":"Lam Research amends bylaws to allow 20%+ shareholders to call special meetings","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Board amended bylaws effective May 20, 2025 to permit stockholders owning at least 20% of outstanding common for at least one year to call special meetings.","Special meetings subject to disclosure, timing, and other requirements to ensure adequate information and avoid redundancy with annual meetings.","Amendment updates the Amended and Restated Bylaws; no shareholder vote was required."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.5,"calibrated_materiality_score":0.5,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":165236,"accession_number":"0000707549-25-000051","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-04-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lam Research reports March quarter revenue $4.72B, EPS $1.03; guides June revenue ~$5B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $4.72B, up 8% QoQ; GAAP EPS $1.03, up 12% QoQ.","GAAP gross margin 49.0%, operating margin 33.1%, both improved sequentially.","Non-GAAP diluted EPS $1.04 vs $0.91 in prior quarter.","June 2025 guidance: revenue $5.0B±$300M, GAAP EPS $1.20±$0.10.","Cash, equivalents & restricted cash $5.5B, down from $5.7B due to capital return."],"consensus_eps_estimate":1.2464,"consensus_eps_actual":2.81,"consensus_revenue_estimate":null,"consensus_revenue_actual":13264198000.0,"consensus_period":"2025-Q3","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182911,"accession_number":"0000707549-25-000011","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["1.01","2.03","9.01"],"status":"ready","headline":"Lam Research upsizes revolver to $2.0B, extends maturity to 2030","summary_kind":"llm","event_type":"debt","confidence":"high","bullets":["New $2.0B unsecured revolving credit facility replaces prior $1.5B facility.","Expansion option permits increase up to $2.75B subject to conditions.","Facility matures January 25, 2030; no amounts drawn as of Jan 27, 2025.","Covenant: consolidated funded debt / adjusted EBITDA ≤ 3.50x (4.00x for acquisitions).","Interest based on credit ratings; Term SOFR + 0.70%-1.10% or base rate + 0%-0.10%."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.35,"calibrated_materiality_score":0.35,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":182910,"accession_number":"0000707549-25-000009","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2025-01-29T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lam Research Q2 FY2025 revenue $4.38B, GAAP EPS $0.92; guides March Q $4.65B","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $4.38B, up 5% QoQ and 16% YoY from $3.76B in Dec 2023.","GAAP diluted EPS $0.92; Non-GAAP diluted EPS $0.91.","Revenue by region: China 31%, Korea 25%, Taiwan 17%, US 9%, Japan 8%.","Guidance for March 2025: revenue $4.65B +/- $300M, non-GAAP EPS $1.00 +/- $0.10.","Cash & equivalents $5.7B; deferred revenue $2.03B."],"consensus_eps_estimate":1.2338,"consensus_eps_actual":1.78,"consensus_revenue_estimate":null,"consensus_revenue_actual":8544023000.0,"consensus_period":"2025-Q2","consensus_source":"xbrl+finnhub","sentiment":"positive","materiality_score":0.75,"calibrated_materiality_score":0.75,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199501,"accession_number":"0000707549-24-000138","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2024-11-07T23:59:59+00:00","items":["5.07"],"status":"ready","headline":"Lam Research annual meeting: all directors elected, say on pay passes with 91.19%","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["All 11 director nominees elected; support ranged from 86.53% (Michael R. Cannon) to 99.80% (Ita M. Brennan).","Advisory vote on executive compensation approved with 91.19% of votes cast (90.99M for, 8.79M against).","Ratification of Ernst & Young as auditor for FY2025 passed with 93.51% of votes cast (105.65M for).","Broker non-votes totaled 13.12M shares on director elections and say on pay."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.15,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199500,"accession_number":"0000707549-24-000125","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2024-10-23T23:59:59+00:00","items":["2.02","9.01"],"status":"ready","headline":"Lam Research Q1 revenue $4.17B; GAAP EPS $0.86, ahead of expectations","summary_kind":"llm","event_type":"earnings","confidence":"high","bullets":["Revenue $4.17B, +8% QoQ; GAAP diluted EPS $0.86 (+10% QoQ); non-GAAP EPS $0.86 (+6% QoQ).","GAAP gross margin 48.0%; operating margin 30.3%.","Deferred revenue rose to $2.05B from $1.55B; Japan shipments in inventory ~$184M.","Q4 guidance: revenue ~$4.3B ±$300M; non-GAAP EPS ~$0.87 ±$0.10.","China was 37% of revenue; CEO cites strong execution and positioning for 2025."],"consensus_eps_estimate":null,"consensus_eps_actual":0.86,"consensus_revenue_estimate":null,"consensus_revenue_actual":4167976000.0,"consensus_period":"2025-Q1","consensus_source":"xbrl_only","sentiment":"positive","materiality_score":0.7,"calibrated_materiality_score":0.7,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":199499,"accession_number":"0000707549-24-000123","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2024-10-02T23:59:59+00:00","items":["3.03","5.03","9.01"],"status":"ready","headline":"Lam Research effects 10-for-1 forward stock split; authorized shares increased to 4 billion","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["Each existing share split into 10 shares effective 5:00 p.m. ET on Oct 2, 2024.","Authorized common shares raised from 400M to 4B; par value unchanged at $0.001.","Stock split-adjusted trading on Nasdaq begins Oct 3, 2024, under symbol LRCX.","New CUSIP is 512807306; proportionate adjustments made to equity awards and plans.","Stockholder approval not required under Delaware law."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.3,"calibrated_materiality_score":0.3,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215535,"accession_number":"0000707549-24-000117","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2024-09-25T23:59:59+00:00","items":["8.01"],"status":"ready","headline":"Lam Research provides CUSIP update for 10-for-1 stock split effective Oct 2, 2024","summary_kind":"llm","event_type":"other_material","confidence":"high","bullets":["New CUSIP 512807306 applies to common stock after 10-for-1 forward split.","Stock split effective at 5:00 p.m. ET on October 2, 2024.","Split-adjusted trading begins October 3, 2024 under symbol LRCX.","Registered certificate holders must surrender shares to Computershare for book-entry form.","Broker-held shares adjusted automatically; no action needed by beneficial holders."],"consensus_eps_estimate":null,"consensus_eps_actual":null,"consensus_revenue_estimate":null,"consensus_revenue_actual":null,"consensus_period":null,"consensus_source":null,"sentiment":"neutral","materiality_score":0.25,"calibrated_materiality_score":0.25,"market_cap_usd":398844614303.9881,"market_cap_bucket":"not_microcap","market_cap_source":"finnhub_profile2","market_cap_as_of_date":"2026-05-28","daily_digest_date":null,"daily_digest_url":null,"daily_digest_rank":null},{"id":215534,"accession_number":"0000707549-24-000115","cik":707549,"company_name":"LAM RESEARCH CORP","ticker":"LRCX","form_type":"8-K","filed_at":"2024-09-18T23:59:59+00:00","items":["5.02"],"status":"ready","headline":"Two Lam Research board members to step down Nov 4, not standing for reelection","summary_kind":"llm","event_type":"leadership","confidence":"high","bullets":["Directors Rick L. 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