---
schema_version: "secwatch.filing_event.v1"
accession: "0000707549-26-000052"
form_type: "8-K"
ticker: "LRCX"
cik: "0000707549"
company_name: "LAM RESEARCH CORP"
filed_at: "2026-10-21T20:13:03+00:00"
generated_at: "2026-10-21T20:16:10.919681+00:00"
event_type: "earnings"
sentiment: "positive"
materiality_score: 0.85
calibrated_materiality_score: 0.85
confidence: "high"
source: SEC EDGAR
---

# Lam Research sets record $8.22B revenue, EPS $2.19; guides Dec quarter to $8.60B

## Summary
- Revenue $8.22B, up 22% QoQ and 54% YoY (Sept 2025 quarter: $5.32B); GAAP diluted EPS $2.19 vs $1.81 prior quarter, non-GAAP $2.20 vs $1.82.
- GAAP gross margin 52.3% (+60 bps QoQ), operating margin 40.0% (+260 bps), net income $2.75B; non-GAAP operating margin 40.2%.
- Systems revenue $5.73B vs $4.25B in June quarter; customer support-related revenue $2.49B. China 35% of revenue, Korea 20%, Taiwan 18%, US 8%.
- December 2026 quarter guidance: revenue $8.60B +/- $400M, gross margin 52.5% +/- 1%, operating margin 40.5% +/- 1%, diluted EPS $2.33 +/- $0.15.
- Cash and equivalents rose to $7.45B from $5.60B; deferred revenue $2.66B vs $2.43B. CEO Tim Archer cites AI-driven semiconductor demand and record profit.

## SEC filing metadata
- accession: 0000707549-26-000052
- form_type: 8-K
- ticker: LRCX
- cik: 0000707549
- company_name: LAM RESEARCH CORP
- filed_at: 2026-10-21T20:13:03+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/707549/000070754926000052/0000707549-26-000052-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/707549/000070754926000052/lrcx-20261021.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0000707549-26-000052
- JSON: https://secwatch.observer/filing/0000707549-26-000052.json
- Plain text: https://secwatch.observer/filing/0000707549-26-000052.txt

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