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Lam Research

Financial analysis and earnings reports for Lam Research Corporation (LRCX), the wafer-fab equipment maker behind the deposition and etch tools in every leading-edge fab

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October 22, 202615 min read

Lam Research Q1 FY2027: The $8.22B Quarter That Turned Shipments Into Cash

Lam Research Q1 FY2027: revenue +54% to $8.22B at a record 40% operating margin, and $3.50B of operating cash flow cut DSO from 72 to 63 days.

Mike Thrift

lam-researchopen-ledgersemiconductors

October 19, 202617 min read

Lam Research FY2026: The $23.2B Machine That Etches Every AI Chip

Lam Research FY2026: revenue +26% to $23.2B at a 35.3% operating margin, and an $8.10B September guide on foundry demand.

Mike Thrift

lam-researchopen-ledgerfinancial-analysis

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