earnings
confidence high
sentiment positive
materiality 0.75
Lam Research Q4 revenue $4.64B, GAAP EPS $8.74, guided Q1 revenue $4.9B
LAM RESEARCH CORP
2022-FY EPS reported
$32.75
revenue$17,227,039,000
- Revenue $4.635B, +14% QoQ; GAAP diluted EPS $8.74, +20% QoQ; Non-GAAP diluted EPS $8.83.
- GAAP gross margin 45.3%; operating margin 31.9%; record revenue and EPS in the quarter.
- Systems revenue $3.006B; customer support revenue $1.629B; China 31%, Korea 24%, Taiwan 19%.
- September quarter guidance: revenue $4.9B ±$300M; GAAP diluted EPS $9.48 ±$0.75; Non-GAAP $9.50.
- Cash and investments $3.9B; repurchased $876M of shares and paid $208M in dividends during Q4.