secwatch.observer — SEC 8-K summary
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Issuer:     LAM RESEARCH CORP (LRCX)
CIK:        0000707549
Form:       8-K
Filed at:   2026-04-22T23:59:59+00:00
Accession:  0000707549-26-000020
Event type: earnings
Sentiment:  positive
Materiality: 0.80
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/707549/000070754926000020/0000707549-26-000020-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/707549/000070754926000020/lrcx-20260422.htm
  HTML page:      https://secwatch.observer/filing/0000707549-26-000020

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