---
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"
generated_at: "2026-05-15T04:58:04.373040+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.8
calibrated_materiality_score: 0.8
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- 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
- event_type: earnings
- sentiment: positive
- materiality_score: 0.8
- calibrated_materiality_score: 0.8
- confidence: high
- sec_items: 2.02, 9.01
- 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

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000707549-26-000020
- JSON: https://secwatch.observer/filing/0000707549-26-000020.json
- Plain text: https://secwatch.observer/filing/0000707549-26-000020.txt

## Key facts
- Earnings Releases
  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
  source text: 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_url: https://www.sec.gov/Archives/edgar/data/707549/000070754926000020/0000707549-26-000020-index.htm

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