earnings
confidence high
sentiment positive
materiality 0.70
Lam Research Q4 FY2025 revenue $5.17B (+9.6% QoQ), GAAP EPS $1.35
LAM RESEARCH CORP
2025-FY EPS reported
$4.15
revenue$18,435,591,000
- 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.
item 2.02item 9.01