secwatch.observer — SEC 8-K summary
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Issuer:     LAM RESEARCH CORP (LRCX)
CIK:        0000707549
Form:       8-K
Filed at:   2025-10-22T23:59:59+00:00
Accession:  0000707549-25-000082
Event type: earnings
Sentiment:  positive
Materiality: 0.75
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/707549/000070754925000082/0000707549-25-000082-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/707549/000070754925000082/lrcx-20251022.htm
  HTML page:      https://secwatch.observer/filing/0000707549-25-000082

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer