Highest-materiality recent filing
Lam Research Q3 FY2026 revenue $5.84B, EPS $1.45; Q4 guidance $6.6B
Revenue $5.84B, +9% QoQ; GAAP diluted EPS $1.45, non-GAAP $1.47, both record.
Lam Research appoints Cadence CEO Devgan to board, names Varadarajan COO
Appoints Cadence CEO Anirudh Devgan to board; he brings EDA, AI expertise.
Lam Research appoints Cadence CEO Devgan to board; COO Lord retiring, Varadarajan succeeds
Dr. Anirudh Devgan (Cadence president & CEO) appointed to Lam board immediately; joins Innovation & Technology Committee.
Lam Research reports Dec Q revenue $5.34B, GAAP EPS $1.26, non-GAAP $1.27; guides Mar Q rev $5.7B
Revenue $5.34B, up 22% YoY ($4.38B); GAAP EPS $1.26 vs $1.24 prior Q; non-GAAP EPS $1.27.
Stockholders approved 2025 Stock Incentive Plan with 96.8M share reserve plus carryover from prior plan.
Lam Research Q1 FY2026 revenue $5.32B, GAAP EPS $1.24, Dec Qtr guide rev $5.2B, EPS $1.15
Revenue $5.32B (+3% QoQ); GAAP gross margin 50.4%, GAAP operating income 34.4%, GAAP diluted EPS $1.24.
Lam Research dismisses EY, appoints KPMG as auditor for FY2026
Auditor change effective September 8, 2025; EY dismissed, KPMG appointed for FY2026 audit.
Lam Research Q4 FY2025 revenue $5.17B (+9.6% QoQ), GAAP EPS $1.35
Revenue $5.17B (+9.6% QoQ); GAAP gross margin 50.1%, op margin 33.7%.
Lam Research amends bylaws to allow 20%+ shareholders to call special meetings
Board amended bylaws effective May 20, 2025 to permit stockholders owning at least 20% of outstanding common for at least one year to call special meetings.
Lam Research reports March quarter revenue $4.72B, EPS $1.03; guides June revenue ~$5B
Revenue $4.72B, up 8% QoQ; GAAP EPS $1.03, up 12% QoQ.
Lam Research Q2 FY2025 revenue $4.38B, GAAP EPS $0.92; guides March Q $4.65B
Revenue $4.38B, up 5% QoQ and 16% YoY from $3.76B in Dec 2023.
Lam Research upsizes revolver to $2.0B, extends maturity to 2030
New $2.0B unsecured revolving credit facility replaces prior $1.5B facility.
Lam Research annual meeting: all directors elected, say on pay passes with 91.19%
All 11 director nominees elected; support ranged from 86.53% (Michael R. Cannon) to 99.80% (Ita M. Brennan).
Lam Research Q1 revenue $4.17B; GAAP EPS $0.86, ahead of expectations
Revenue $4.17B, +8% QoQ; GAAP diluted EPS $0.86 (+10% QoQ); non-GAAP EPS $0.86 (+6% QoQ).
Lam Research effects 10-for-1 forward stock split; authorized shares increased to 4 billion
Each existing share split into 10 shares effective 5:00 p.m. ET on Oct 2, 2024.
Lam Research provides CUSIP update for 10-for-1 stock split effective Oct 2, 2024
New CUSIP 512807306 applies to common stock after 10-for-1 forward split.
Two Lam Research board members to step down Nov 4, not standing for reelection
Directors Rick L. Tsai and Leslie F. Varon will leave the board on November 4, 2024.
Lam Research appoints Ita Brennan and Mark Fields to board of directors
Brennan, former Arista Networks CFO, and Fields, former Ford CEO, joined board effective August 30, 2024.
Lam Research June quarter revenue $3.87B, GAAP EPS $7.78; guides SepQ rev $4.05B
Revenue $3.87B (+2.1% QoQ, +20.7% YoY); GAAP EPS $7.78, non-GAAP EPS $8.14.
Lam Research announces $10B share repurchase and 10-for-1 stock split
$10B share repurchase authorization with no termination date; supplements prior authorization.
Lam Research Q2 revenue $3.79B, GAAP EPS $7.34; guides Q3 revenue $3.8B ± $300M
GAAP revenue $3.79B (+0.9% QoQ), GAAP diluted EPS $7.34 (+1.7% QoQ).
On September 13, 2024, Lih Shyng (Rick L.) Tsai, Ph.D. and Leslie F. Varon, members of the board of directors (the “Board”) of Lam Research Corporation (the “Company”), each notified the Company that they will conclude their service as members of the Board on November 4, 2024, prior to the Company’s 2024 annual meeting of stockholders.
On September 13, 2024, Lih Shyng (Rick L.) Tsai, Ph.D. and Leslie F. Varon, members of the board of directors (the “Board”) of Lam Research Corporation (the “Company”), each notified the Company that they will conclude their service as members of the Board on November 4, 2024, prior to the Company’s 2024 annual meeting of stockholders.
Max materiality 0.80 · Median 0.65 · Most common event earnings