---
schema_version: "secwatch.filing_event.v1"
accession: "0000707549-26-000033"
form_type: "8-K"
ticker: "LRCX"
cik: "0000707549"
company_name: "LAM RESEARCH CORP"
filed_at: "2026-07-29T20:07:10+00:00"
generated_at: "2026-07-29T20:08:23.797326+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

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

## Summary
- 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.

## SEC filing metadata
- accession: 0000707549-26-000033
- form_type: 8-K
- ticker: LRCX
- cik: 0000707549
- company_name: LAM RESEARCH CORP
- filed_at: 2026-07-29T20:07:10+00:00
- event_type: earnings
- sentiment: positive
- materiality_score: 0.85
- calibrated_materiality_score: 0.85
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/707549/000070754926000033/0000707549-26-000033-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/707549/000070754926000033/lrcx-20260729.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000707549-26-000033
- JSON: https://secwatch.observer/filing/0000707549-26-000033.json
- Plain text: https://secwatch.observer/filing/0000707549-26-000033.txt

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