Latest Earnings Results: Q4 '26
Estimated EPS
$1.69
Reported EPS
$1.82
Surprise
+7.9%
Estimated Rev
$6.66B
Reported Rev
$6.72B
Surprise
+0.86%
• Reported GAAP EPS of $1.82 up 34.81% YoY • Reported revenue of $6.72B up 29.99% YoY • For the quarter ended September 27, 2026, Lam Research Corporation provides guidance of $8.10 billion in revenue, plus or minus $400 million, and net income per diluted share of $2.15, plus or minus $0.15.
Bullish Takeaway
Lam Research Corporation achieved record financial results driven by AI-driven demand and technology leadership, with strategic investments positioning the company for continued outperformance and sequential growth in revenue and operating margins.
Bearish Takeaway
Lam Research Corporation faces material risks from geopolitical tensions, trade regulations, and potential economic deterioration, alongside inventory-related revenue recognition delays for shipments to customers in Japan and supply chain pressures.
Generated by Stocktwits using AI and company-reported earnings data for Q4 '26. This recap is intended to help readers understand the quarter quickly. Verify key figures in the linked source materials; the summary may contain errors and is not investment advice.
Historical Earnings
Quarterly
Annual
EPS
Revenue
| Fiscal Period | Estimated | Reported | Surprise | Result |
|---|---|---|---|---|
Q1 '27 | $2.09 | -- | -- | N/A |
Q4 '26 | $1.69 | $1.82 | 7.90% | BEAT |
Q3 '26 | $1.36 | $1.47 | 7.78% | BEAT |
Q2 '26 | $1.17 | $1.27 | 8.48% | BEAT |
Q1 '26 | $1.22 | $1.26 | 3.60% | BEAT |
