$LRCXLam Research Corporation · Memory & semicap
Lam Research (LRCX) Next Earnings Date & AI Catalysts
Etch and deposition tools, heavy in memory.
NEXT EARNINGS
Not yet on our calendar
We add dates once a source publishes them.
Profile
Industry (SEC SIC)
Special Industry Machinery, Nec
Special Industry Machinery, Nec
AI angle
Lam Research's tools are central to 3D NAND, DRAM and advanced packaging. AI-driven memory and foundry spending is the tailwind; China export policy and industry cycles are the counterweights.
Key metrics
Revenue (latest quarter) $8.22B
10-Q period ended 2026-09-27; +54% y/y · SEC filing
Gross margin 52.3%
Gross profit / revenue, same quarter · SEC filing
Operating income $3.28B
Same quarter; 40% operating margin · SEC filing
Key risks (from filings)
- “Future Declines in the Semiconductor Industry, and the Overall World Economic Conditions on Which It Is Significantly Dependent, Could Have a Material Adverse Impact on Our Results of…” — 10-K risk factor (filed 2026-08-07) · source
- “Strategic Alliances and Customer Consolidation May Have Negative Effects on Our Business” — 10-K risk factor (filed 2026-08-07) · source
Upcoming catalysts for $LRCX
No upcoming catalysts tracked yet.
Recent catalysts
Wed, Oct 21, 2026
Oct
21
Lam Research Corporation reports quarterly results
Wafer-fab equipment demand is an upstream read on AI chip capacity. Revenue: $8.22B (+54% y/y), per 10-Q.
Source: sec.gov · Revenue figure: SEC filing
Upcoming earnings
Recap of $LRCX's next earnings date — same expected / confirmed labeling as above.
No upcoming earnings date on our calendar yet.