---
schema_version: "secwatch.filing_event.v1"
accession: "0000707549-25-000082"
form_type: "8-K"
ticker: "LRCX"
cik: "0000707549"
company_name: "LAM RESEARCH CORP"
filed_at: "2025-10-22T23:59:59+00:00"
generated_at: "2026-05-17T02:52:44.122555+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.75
calibrated_materiality_score: 0.75
confidence: "high"
source: SEC EDGAR
---

# Lam Research Q1 FY2026 revenue $5.32B, GAAP EPS $1.24, Dec Qtr guide rev $5.2B, EPS $1.15

## Summary
- 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.

## SEC filing metadata
- accession: 0000707549-25-000082
- form_type: 8-K
- ticker: LRCX
- cik: 0000707549
- company_name: LAM RESEARCH CORP
- filed_at: 2025-10-22T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.75
- calibrated_materiality_score: 0.75
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/707549/000070754925000082/0000707549-25-000082-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/707549/000070754925000082/lrcx-20251022.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000707549-25-000082
- JSON: https://secwatch.observer/filing/0000707549-25-000082.json
- Plain text: https://secwatch.observer/filing/0000707549-25-000082.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.