LAM RESEARCH CORP — Form 8-K
Filed July 29, 2026 · analyzed by the 8-K Agent
8-K
▲ Likely positive
significance 38/100
What the filing says
For Q4 FY2026 (ended June 28, 2026), Lam Research reported revenue of $6.722 billion, up 15.1% QoQ from $5.841 billion in Q3. U.S. GAAP gross margin reached 51.7% (vs. 49.8% prior quarter), operating margin 37.4% (vs. 35.0%), and diluted EPS $1.81 (vs. $1.45). Full-year FY2026 revenue was $23.233 billion vs. $18.436 billion prior year. For Q1 FY2027 guidance: revenue $8.10B ±$400M, 52.0% gross margin, 39.5% operating margin, $2.15 EPS.
Why this rating
Strong sequential growth and margin expansion signal AI demand strength. However, at $76.9B market cap, $6.7B quarterly revenue represents ~3.5% of annual scale—solid but not transformational. Guidance QoQ increase from $6.7B to $8.1B is material forward momentum (20% sequential jump).
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