Lam Research reports record Q4 revenue $6.72B, EPS $1.81; Q1 guidance $8.1B

LAM RESEARCH CORP

Revenue $6.72B (+15% QoQ), GAAP diluted EPS $1.81 vs $1.45 prior quarter; non-GAAP EPS $1.82.
GAAP gross margin 51.7% (+190 bps QoQ), operating margin 37.4% (+240 bps).
Cash from ops drove cash balance to $5.60B from $4.77B; deferred revenue $2.43B.
Guidance for Sep quarter: revenue $8.1B +/- $400M, GAAP diluted EPS $2.15 +/- $0.15.
CEO cites AI-driven demand for record results; expects third consecutive year of outperformance.

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