secwatch.observer — SEC 8-K summary
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Issuer:     LAM RESEARCH CORP (LRCX)
CIK:        0000707549
Form:       8-K
Filed at:   2026-01-28T23:59:59+00:00
Accession:  0000707549-26-000006
Event type: earnings
Sentiment:  positive
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/707549/000070754926000006/0000707549-26-000006-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/707549/000070754926000006/lrcx-20260128.htm
  HTML page:      https://secwatch.observer/filing/0000707549-26-000006

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