earnings
confidence high
sentiment positive
materiality 0.75
Lam Research Q2 FY2025 revenue $4.38B, GAAP EPS $0.92; guides March Q $4.65B
LAM RESEARCH CORP
2025-Q2 EPS
reported $1.78
vs consensus $1.23
▲ beat
(+44.3%)
- 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.