Recent 8-K filings for LRCX

• July 29, 2026, 4:07 PM ET earnings materiality 0.85 positive item 2.02item 9.01

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

  Revenue $6.72B (+15% QoQ), GAAP diluted EPS $1.81 vs $1.45 prior quarter; non-GAAP EPS $1.82.

• April 22, 2026, 7:59 PM ET earnings materiality 0.80 positive item 2.02item 9.01 ◈ Earnings Releases

  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.

• February 4, 2026, 6:59 PM ET leadership materiality 0.70 positive item 5.02item 9.01

  Lam Research appoints Cadence CEO Devgan to board, names Varadarajan COO

  Appoints Cadence CEO Anirudh Devgan to board; he brings EDA, AI expertise.

• February 3, 2026, 6:59 PM ET leadership materiality 0.65 neutral item 5.02item 9.01

  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.

• January 28, 2026, 6:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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.

• November 6, 2025, 6:59 PM ET other material materiality 0.65 neutral item 3.03item 5.02item 5.03item 5.07item 9.01 ◈ Governance Changes

  Lam Research stockholders approve 96.8M-share 2025 equity plan and officer liability amendment at annual meeting

  Stockholders approved 2025 Stock Incentive Plan with 96.8M share reserve plus carryover from prior plan.

• October 22, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• July 30, 2025, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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%.

• April 23, 2025, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• January 29, 2025, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• October 23, 2024, 7:59 PM ET earnings materiality 0.70 positive item 2.02item 9.01

  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).

• July 31, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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.

• May 21, 2024, 7:59 PM ET other material materiality 0.65 positive item 7.01item 8.01item 9.01

  Lam Research announces $10B share repurchase and 10-for-1 stock split

  $10B share repurchase authorization with no termination date; supplements prior authorization.

• April 24, 2024, 7:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  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).

• January 24, 2024, 6:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01 ◈ Earnings Releases

  Lam Research Q2 revenue $3.76B, GAAP EPS $7.22, Non-GAAP EPS $7.52

  Revenue $3.76B (+7.9% QoQ); GAAP EPS $7.22, non-GAAP $7.52.

• October 18, 2023, 7:59 PM ET earnings materiality 0.80 neutral item 2.02item 9.01 ◈ Earnings Releases ×2

  Lam Research Q1 fiscal 2024 revenue $3.48B, EPS $6.66; guides Dec Q revenue ~$3.7B

  Revenue $3.48B (+8.6% Q/Q); GAAP EPS $6.66, non-GAAP EPS $6.85.

• July 26, 2023, 7:59 PM ET earnings materiality 0.75 neutral item 2.02item 9.01 ◈ Earnings Releases

  Lam Research revenue down 17% Q/Q to $3.21B; guidance above expectations for September quarter

  Revenue $3.21B, down 17% Q/Q from $3.87B; GAAP EPS $5.97, non-GAAP EPS $5.98.

• April 19, 2023, 7:59 PM ET earnings materiality 0.85 negative item 2.02item 9.01 ◈ Earnings Releases

  Lam Research Q3 FY2023 revenue $3.87B, GAAP EPS $6.01; guides Q4 revenue ~$3.1B

  Revenue $3.87B (-26.7% QoQ); GAAP diluted EPS $6.01 (-44.2% QoQ); non-GAAP diluted EPS $6.99 (-34.7% QoQ).

• January 25, 2023, 6:59 PM ET earnings materiality 0.85 negative item 2.02item 2.05item 9.01 ◈ Earnings Releases ×2◈ Restructurings & Charges

  Lam Research posts Q2 revenue $5.28B, EPS $10.77; Q3 guidance sharply lower, cuts 1300 jobs.

  GAAP diluted EPS $10.77 on revenue $5.28B; non-GAAP diluted EPS $10.71.

• October 19, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lam Research reports Q1 FY2023 revenue $5.07B, GAAP EPS $10.39, record quarter

  Revenue of $5.07B, up 9.5% QoQ; GAAP diluted EPS $10.39 vs $8.74 prior quarter.

• July 27, 2022, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lam Research Q4 revenue $4.64B, GAAP EPS $8.74, guided Q1 revenue $4.9B

  Revenue $4.635B, +14% QoQ; GAAP diluted EPS $8.74, +20% QoQ; Non-GAAP diluted EPS $8.83.

• May 11, 2022, 7:59 PM ET other material materiality 0.75 positive item 5.02item 5.03item 8.01item 9.01

  Lam Research announces $5B share repurchase authorization and $1.50 quarterly dividend

  Board approved $5 billion common stock repurchase program with no termination date.

• April 20, 2022, 7:59 PM ET earnings materiality 0.80 negative item 2.02item 9.01

  Lam Research March quarter rev $4.06B, GAAP EPS $7.30, down QoQ; guides June Q rev ~$4.2B

  Revenue $4.06B, down 4% sequentially from $4.23B; GAAP diluted EPS $7.30 vs $8.44.

• January 26, 2022, 6:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  Lam Research Q2 FY22 revenue $4.23B (-2% QoQ), GAAP EPS $8.44, non-GAAP $8.53; guides Q3 revenue ~$4.25B

  Revenue $4.23B, down 2% QoQ from $4.30B; GAAP net income $1,195M ($8.44/sh); non-GAAP net income $1,207M ($8.53/sh).

• October 20, 2021, 7:59 PM ET earnings materiality 0.85 positive item 2.02item 9.01

  Lam Research Q1 FY2022 revenue $4.30B, GAAP EPS $8.27, guides Q2 rev ~$4.4B

  Revenue $4.30B (+4% QoQ); GAAP diluted EPS $8.27 (+4% QoQ); Non-GAAP diluted EPS $8.36.

• July 28, 2021, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  Lam Research Q4 FY2021 revenue $4.15B, EPS $7.98; guides Q1 rev ~$4.3B

  Revenue $4.15B (+8% QoQ); GAAP diluted EPS $7.98 (+8% QoQ).

Executive changes

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.85 · Median 0.70 · Most common event earnings

18 positive 3 negative 22 neutral

source · LRCX on sec.gov