secwatch.observer — SEC 8-K summary
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Issuer:     LAM RESEARCH CORP (LRCX)
CIK:        0000707549
Form:       8-K
Filed at:   2026-07-29T20:07:10+00:00
Accession:  0000707549-26-000033
Event type: earnings
Sentiment:  positive
Materiality: 0.85
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/707549/000070754926000033/0000707549-26-000033-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/707549/000070754926000033/lrcx-20260729.htm
  HTML page:      https://secwatch.observer/filing/0000707549-26-000033

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