{"schema_version":"secwatch.filing_event.v1","accession":"0000707549-26-000020","form_type":"8-K","ticker":"LRCX","cik":"0000707549","company_name":"LAM RESEARCH CORP","filed_at":"2026-04-22T23:59:59+00:00","discovered_at":"2026-05-14T18:02:33.660341+00:00","generated_at":"2026-05-15T04:58:04.373040+00:00","sec_items":["2.02","9.01"],"event_type":"earnings","sentiment":"positive","materiality_score":0.8,"calibrated_materiality_score":0.8,"confidence":"high","headline":"Lam Research Q3 FY2026 revenue $5.84B, EPS $1.45; Q4 guidance $6.6B","bullets":["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."],"urls":{"canonical":"https://secwatch.observer/filing/0000707549-26-000020","json":"https://secwatch.observer/filing/0000707549-26-000020.json","markdown":"https://secwatch.observer/filing/0000707549-26-000020.md","text":"https://secwatch.observer/filing/0000707549-26-000020.txt","edgar_index":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000020/0000707549-26-000020-index.htm","edgar_primary_document":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000020/lrcx-20260422.htm"},"model":{"generated_by":"deepseek-v4-flash:cloud@v2","generated_at":"2026-05-15T04:58:04.373040+00:00"},"review":{"review_status":"machine_generated","human_reviewed":false,"corrected":false,"correction_note":null,"correction_timestamp":null,"superseded_by":null,"related_filings":[]},"source_grounded_claims":[{"claim_id":"7a56c56460f32fd8bd40d788fa3b3cd0fa5a359c","claim":"LAM RESEARCH CORP reported Quarter ended March 29, 2026 results: revenue $5,841 million, net income $1,825 million, EPS $1.45.","evidence_excerpt":"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.","evidence_source":"SEC 8-K Item 2.02","evidence_url":"https://www.sec.gov/Archives/edgar/data/707549/000070754926000020/0000707549-26-000020-index.htm","confidence":0.95,"family_label":"Earnings Releases","details":[{"label":"Period","value":"Quarter ended March 29, 2026"},{"label":"Revenue","value":"$5,841 million"},{"label":"Net income","value":"$1,825 million"},{"label":"EPS","value":"$1.45"},{"label":"Result","value":"reported results"}],"fact_type":"earnings_release"}],"license":"Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer"}