earnings
confidence high
sentiment positive
materiality 0.75
Lam Research reports March quarter revenue $4.72B, EPS $1.03; guides June revenue ~$5B
LAM RESEARCH CORP
2025-Q3 EPS
reported $2.81
vs consensus $1.25
▲ beat
(+125.4%)
- 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.