Lam Research Q3 FY2026 revenue $5.84B, EPS $1.45; Q4 guidance $6.6B

LAM RESEARCH CORP

2026-Q3 EPS reported $3.95 revenue$16,510,452,000

Revenue $5.84B, +9% QoQ; GAAP diluted EPS $1.45, non-GAAP $1.47, both record.
Gross margin 49.8% GAAP, operating margin 35.0%; non-GAAP gross margin 49.9%.
China 34% of revenue; systems $3.73B, customer support $2.11B.
Q4 guidance: revenue $6.6B ± $400M, GAAP EPS $1.65 ± $0.15; non-GAAP same.
Cash, cash equivalents $4.77B at quarter end; deferred revenue $2.22B.

item 2.02 item 9.01

Key facts

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Earnings Releases SEC 8-K Item 2.02 confidence 0.95

LAM RESEARCH CORP reported Quarter ended March 29, 2026 results: revenue $5,841 million, net income $1,825 million, EPS $1.45.

Period: Quarter ended March 29, 2026
Revenue: $5,841 million
Net income: $1,825 million
EPS: $1.45
Result: reported results

Exact text from the filing

For the March 2026 quarter, revenue was $5,841 million, gross margin was $2,911 million, or 49.8% of revenue, operating expenses were $864 million, operating margin was 35.0%, and net income was $1,825 million, or $1.45 per diluted share on a U.S. GAAP basis.

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Source: SEC EDGAR

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