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Lam Research Corp (CH:LRCX)
:LRCX
Earnings Data
Report Date
Jan 28, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.92Last Year’s EPS
0.72Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The earnings call highlighted record revenue and strong demand driven by AI and advanced packaging, alongside significant investments in NAND and DRAM. However, regulatory impacts in China and tariff pressures pose challenges. Overall, the positive aspects of market leadership and demand growth outweigh the regulatory and margin pressures.Company Guidance
Record Revenues and Margins
Lam Research reported record revenues of $5.3 billion for the September quarter with a gross margin of 50.6% and a record operating margin of 35%.
Strong Demand in AI and Advanced Packaging
Lam is seeing robust demand driven by AI data centers and advanced packaging, estimating $8 billion of WFE spending for every $100 billion in data center investment.
NAND and DRAM Investments
The company anticipates continued strength in NAND upgrades, projecting $40 billion in WFE spending over several years, and strong DRAM investments driven by AI demand.
Product Differentiation and Market Leadership
Lam's products, like the Ether Dry Resist EUV patterning solution and ALD tools, are securing significant wins across multiple nodes and applications, reinforcing their market leadership.
Shareholder Returns and Financial Health
Lam returned approximately $990 million to shareholders through share buybacks and paid $292 million in dividends in the quarter, maintaining a strong cash position of $6.7 billion.
CH:LRCX Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
FAQ
When does Lam Research Corp (CH:LRCX) report earnings?
Lam Research Corp (CH:LRCX) is schdueled to report earning on Jan 28, 2026, TBA (Confirmed).
What is Lam Research Corp (CH:LRCX) earnings time?
Lam Research Corp (CH:LRCX) earnings time is at Jan 28, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Lam Research Corp stock?
The P/E ratio of Lam Research is N/A.
What is CH:LRCX EPS forecast?
CH:LRCX EPS forecast for the fiscal quarter 2026 (Q2) is 0.92.
