---
schema_version: "secwatch.filing_event.v1"
accession: "0000707549-26-000006"
form_type: "8-K"
ticker: "LRCX"
cik: "0000707549"
company_name: "LAM RESEARCH CORP"
filed_at: "2026-01-28T23:59:59+00:00"
generated_at: "2026-05-16T07:12:31.924760+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Lam Research reports Dec Q revenue $5.34B, GAAP EPS $1.26, non-GAAP $1.27; guides Mar Q rev $5.7B

## Summary
- Revenue $5.34B, up 22% YoY ($4.38B); GAAP EPS $1.26 vs $1.24 prior Q; non-GAAP EPS $1.27.
- Gross margin 49.6% GAAP (down 80bps QoQ); operating margin 33.9%.
- Guidance for Mar 2026 Q: rev $5.7B ±$300M, GAAP EPS $1.35 ±$0.10, above Dec Q actual.
- CEO cites record year, AI-driven demand; China 35% of revenue, customer support +12% QoQ.
- Cash & equivalents $6.2B; deferred revenue $2.25B, down from $2.77B prior Q.

## SEC filing metadata
- accession: 0000707549-26-000006
- form_type: 8-K
- ticker: LRCX
- cik: 0000707549
- company_name: LAM RESEARCH CORP
- filed_at: 2026-01-28T23:59:59+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/707549/000070754926000006/0000707549-26-000006-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/707549/000070754926000006/lrcx-20260128.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000707549-26-000006
- JSON: https://secwatch.observer/filing/0000707549-26-000006.json
- Plain text: https://secwatch.observer/filing/0000707549-26-000006.txt

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