L LRCX

Lam Research Corp

SEMICONDUCTOR EQUIPMENT & MATERIALS · TECHNOLOGY

Lam Research Corporation (LRCX) is a premier supplier of semiconductor processing equipment, renowned for its cutting-edge systems that drive the fabrication of integrated circuits. With a comprehensive portfolio that includes advanced technologies for both front-end wafer processing and back-end pa...

$218.44

-1.61% ($3.57)

Volume 6.81M

52W High $256.68

52W Low $56.32

Market Cap $274.61B

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What to Watch This Quarter

Based on historical data

Consensus EPS

$1.35

Whisper EPS

$1.42

5.4% above consensus

Last Quarter

$1.27

Current Streak

8 Beats

Avg Surprise (4Q)

+6.47%

Next Earnings Report

Reports in 15 days

Report Date Apr 22, 2026

Time AMC

Whisper Spread +5.38%

Consensus Estimate

$1.35

Official analyst average

Whisper Number

$1.42

What traders expect

Bullish Sentiment: The whisper number is 5.4% above consensus, suggesting traders expect a strong beat. The stock may be priced for upside surprise.

Price Chart

EPS History: Consensus vs Actual

Last 12 quarters

Price Movement Around Earnings

Q4 2025 Jan 28, 2026

1-Day: +3.59%

5-Day: -0.87%

Q3 2025 Oct 29, 2025

1-Day: +0.21%

5-Day: +0.35%

Q3 2025 Oct 22, 2025

1-Day: +4.45%

5-Day: +11.08%

Q2 2025 Jul 30, 2025

1-Day: -4.29%

5-Day: -0.69%

Revenue & Financial Performance

Revenue Whisper

$5.26B

TWN Proprietary Estimate

Last Quarter Revenue

$5.34B

+22.1% YoY

Gross Margin

49.6%

Net Margin: 29.8%

Quarter	Revenue	YoY Growth	Gross Margin	Op Margin	Net Income
Q4'25	$5.34B	+22.1%	49.6%	33.9%	$1.59B
Q3'25	$5.32B	+27.7%	50.4%	34.4%	$1.57B
Q2'25	$5.17B	+33.6%	50.1%	33.7%	$1.72B
Q1'25	$4.72B	+24.4%	49.0%	33.1%	$1.33B
Q4'24	$4.38B	+16.4%	47.4%	30.5%	$1.19B
Q3'24	$4.17B	+19.7%	48.1%	30.3%	$1.12B
Q2'24	$3.87B	+20.7%	47.5%	29.1%	$1.02B
Q1'24	$3.79B	-2.0%	47.5%	27.9%	$965.8M

Historical Earnings

Last 12 quarters

Quarter	Date	Consensus	Whisper	Actual EPS	Surprise %	Result
Q4 2025	Jan 28, 2026	$1.17	$1.21	$1.27	+8.55%	Beat
Q3 2025	Oct 29, 2025	$1.21	$1.27	$1.26	+4.13%	Met
Q3 2025	Oct 22, 2025	$1.22	$1.27	$1.26	+3.28%	Missed
Q2 2025	Jul 30, 2025	$1.21	$1.26	$1.33	+9.92%	Beat
Q1 2025	Apr 23, 2025	$1.00	$1.06	$1.04	+4.00%	Missed
Q4 2024	Jan 29, 2025	$0.88	$0.92	$0.91	+3.41%	Missed
Q3 2024	Oct 23, 2024	$0.81	$0.86	$0.86	+6.17%	Met
Q2 2024	Jul 31, 2024	$0.76	$8.07	$0.81	+6.58%	Missed
Q1 2024	Apr 24, 2024	$0.73	$7.78	$0.78	+6.85%	Missed
Q4 2023	Jan 24, 2024	$0.71	$7.59	$0.75	+5.63%	Missed
Q3 2023	Oct 18, 2023	$0.61	$6.55	$0.69	+13.11%	Missed
Q2 2023	Jul 26, 2023	$0.51	$5.42	$0.60	+17.65%	Missed