Education
About Us
Working with TipRanks
Follow Us
Lam Research (GB:0JT5)
LSE:0JT5
Earnings Data
Report Date
Jul 30, 2025TBA Not Confirmed
Period Ending
2025 (Q4)Consensus EPS Forecast
1.19Last Year’s EPS
0.81Same Quarter Last Year
Strong Buy
Based on 24 Analysts Ratings
---
Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 21.84%
|Next Earnings Date:Jul 30, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a strong performance in revenue and gross margins, with record-breaking results in foundry revenues and strategic wins in product development. However, challenges in the memory systems segment, particularly in China, and the potential impacts of tariffs create a balanced outlook.Company Guidance
During the Lam Research March 2025 earnings call, the company reported strong financial results, with revenues reaching $4.72 billion, an 8% increase from the prior quarter. Gross margin was 49%, representing a record for the company since the Novelis merger, and operating margin was 32.8%. The guidance for the June quarter includes expected revenues of $5 billion, gross margin of 49.5%, and operating margin of 33.5%. Lam's strategic focus is on expanding its served market and gaining market share through key technology inflections such as Gate All Around and advanced packaging. The company is also seeing growth in its Customer Support Business Group (CSBG), particularly in upgrades, despite headwinds in the Reliant segment. The overall industry forecast for calendar year 2025 WFE spending remains in the $100 billion range, with Lam confident in its ability to outperform semiconductor industry growth.Record-Breaking Foundry Revenue
Lam Research achieved a record quarter for foundry revenues, demonstrating solid product momentum and leading-edge technology inflections. Foundry represented 48% of systems revenue, up from 35% in the previous quarter.
Gross Margin and Operating Margin Excellence
The highest quarterly gross margin percentage since Lam merged with Novelis in 2012 was achieved at 49%, and the operating margin reached 32.8%, both exceeding previous records.
Strong Performance in Data Center and Logic Segments
Significant gains in deposition and etch intensity due to semiconductor device complexity were noted. The ACARA system solidified its market-leading position in conductor etch.
Innovative Product Developments and Customer Wins
Lam's atomic layer deposition (ALD) products and the Altus Halo system have secured multiple key wins for spacer applications and increased adoption across leading 3D NAND customers.
Customer Support Business Group Achievements
The Customer Support Business Group generated approximately $1.7 billion in revenue for the March quarter, a 21% increase from the same period in 2024.
---
GB:0JT5 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
---
GB:0JT5 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2025 | $62.31 | $62.31 | 0.00% |
Jan 29, 2025 | $74.96 | $81.45 | +8.66% |
Oct 23, 2024 | $71.41 | $75.47 | +5.69% |
Jul 31, 2024 | $90.28 | $81.96 | -9.22% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
---
FAQ
When does Lam Research (GB:0JT5) report earnings?
Lam Research (GB:0JT5) is schdueled to report earning on Jul 30, 2025, TBA Not Confirmed.
What is Lam Research (GB:0JT5) earnings time?
Lam Research (GB:0JT5) earnings time is at Jul 30, 2025, TBA Not 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 stock?
The P/E ratio of Lam Research is N/A.
What is GB:0JT5 EPS forecast?
GB:0JT5 EPS forecast for the fiscal quarter 2025 (Q4) is 1.19.
---
