Revenue segments as reported by the company.

System revenue

Customer support-related revenue and other

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Restructuring charges, net - operating expenses

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

Lam Research

Lam Research Corp. engages in manufacturing and servicing of wafer processing semiconductor manufacturing equipment. It operates through the following geographical segments: the United States, China, Europe, Japan, Korea, Southeast Asia, and Taiwan. It offers thin film deposition, plasma etch, photoresist strip, and wafer cleaning. The company was founded by David K. Lam on January 21, 1980, and is headquartered in Fremont, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

Lam Research reports record 2022 performance amidst 2023 challenges

Lam Research's strong financial performance in 2022 was supported by strategic investments and operational efficiency.
Challenges in 2023 include workforce reductions, restructuring charges, and inflationary pressures, but the company remains focused on innovation.
Opportunities lie in capitalizing on future demand trends, enhancing operational efficiency, and staying competitive in the market.

Lam Research reports decline in revenue but focuses on shareholder value and future growth

Lam Research's Q3 performance reflects a decline in revenue but strong operational execution, with a focus on returning value to shareholders. Despite challenges in the memory market, the company remains optimistic about its technology leadership and growth opportunities.

Lam Research surpasses Q4 expectations, eyes growth in WFE spending

Lam Research's Q4 performance exceeded expectations, with strong revenue and gross margin figures.
The company's strategic strengths lie in its market position in advanced packaging and ongoing investments in product portfolio expansion.
Challenges include potential revenue impact from export controls and inventory management, while opportunities exist in gate all around technologies and WFE growth drivers.
Overall, Lam Research remains well-positioned in the semiconductor industry, poised for growth amidst evolving market dynamics.

Lam Research surpasses Q1 revenue targets, eyes semiconductor growth

Lam Research delivered strong financial results in Q1 2024, exceeding revenue guidance and showcasing robust margins.
The company's strategic focus on innovation and productivity positions it well to capitalize on semiconductor industry growth.
While facing challenges such as potential margin headwinds, Lam remains optimistic about future opportunities and growth prospects.
Investors can expect continued performance and technology leadership from Lam Research in the upcoming quarters.

Lam Research surpasses Q2 expectations, eyes NAND growth opportunities

Lam Research's Q2 2024 performance exceeded expectations with strong financial metrics and strategic focus on growth areas.
The company anticipates outperforming in NAND growth, focusing on technology upgrades and incremental revenue opportunities.
Challenges include dependency on customer decisions for NAND WFE growth and managing deferred revenue from new customers.
Opportunities lie in capturing incremental revenue in non-NAND markets and enhancing operational resilience through R&D investments.

Lam Research beats Q1 expectations, eyes AI and China growth

Lam Research's strong Q1 performance, particularly in DRAM and NAND sectors, showcases resilience. Investments in technology and customer collaboration position the company for future growth. Challenges in mature nodes and China market dynamics require strategic focus for sustained success.

Lam Research exceeds Q4 expectations, eyes growth in advanced technologies

Lam Research's strong financial performance, focus on innovation, and shareholder-friendly initiatives underscore its resilience.
While facing challenges in maintaining margins and addressing analyst inquiries, the company remains optimistic about growth prospects.
Opportunities in advanced technologies and strategic investments position Lam Research for sustained success in the semiconductor industry.

Lam Research exceeds Q1 expectations, eyes technology upgrades for 2025

Lam Research's strong Q1 performance, focus on technology upgrades, and investments in key areas position it for outperformance in 2025. Challenges include revenue normalization in China and declining nonvolatile memory. However, opportunities in advanced technologies and AI present avenues for growth.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

Lam Research Corp. engages in the design, manufacture, marketing, refurbishment, and provision of semiconductor processing equipment used in the fabrication of integrated circuits. It operates through the following geographical segments: United States, China, Europe, Japan, Korea, Southeast Asia and Taiwan. The company was founded by David K. Lam in 1980 and is headquartered in Fremont, CA.

Fortive

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Union Pacific

The Board of Directors of Union Pacific has declared a quarterly dividend of 97 cents per share on the company's common stock, payable December 30, 2020, to shareholders of record November 30, 2020. Union Pacific has paid dividends on its common stock for 121 consecutive years.

Daily Dividend Report: Union Pacific, Lam Research, Thermo Fisher Scientific, Microchip Technology, Fortive

Is (LRCX) Outperforming Other Computer and Technology Stocks This Year?

Has Lam Research (LRCX) Outpaced Other Computer and Technology Stocks This Year?

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Brooks Automation

CHELMSFORD, Mass., Nov. 3, 2020 /PRNewswire/ -- Brooks Automation, Inc. (Nasdaq: BRKS) announced today that it has been recognized by Lam Research Corp. (Nasdaq: LRCX) as a recipient of a 2020 Supplier Excellence Award. Selected from Lam's extensive list of preferred global suppliers,...

Brooks Automation Receives 2020 Supplier Excellence Award from Lam Research

Entegris

BILLERICA, Mass.--(BUSINESS WIRE)--Entegris, Inc. (Nasdaq: ENTG) announced today that it has been recognized by Lam Research Corp. (Nasdaq: LRCX) as a recipient of a 2020 Supplier Excellence Award. Selected from Lam's extensive list of preferred global suppliers, Entegris was one of six award recipients recognized for its commitment to exceeding performance standards. Entegris received the award for the Ramp Performance category, which recognized its exceptional support of Lam's increased manuf

Entegris Receives 2020 Supplier Excellence Award from Lam Research

FREMONT, Calif., Nov. 02, 2020 (GLOBE NEWSWIRE) -- Lam Research Corp. (Nasdaq: LRCX) today announced that it has recognized six companies with Supplier Excellence Awards. Selected from Lam's extensive list of preferred global suppliers, the 2020 award recipients demonstrated an exceptional commitment to exceeding performance standards. The awards acknowledged outstanding achievement in four categories: general excellence, ramp performance, corporate social responsibility, and rapid prototype manufacturing excellence.

Lam Research Announces 2020 Supplier Excellence Award Recipients

Aspen Technology Inc

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Moelis

TransDigm

William Heard's Heard Capital is a Chicago-based long/short hedge fund that focuses its investments on six key sectors of expertise: tech, media, telecommunications, finance, energy, and industrial. The fund uses a bottom-up fundamental approach to analyze companies and identify opportunities where it believes equities are being mispriced by the market. Heard Capital managed $222 million in assets as of July 30, 2020.

How Heard Capital Has Been Trading Its High Conviction Stock Picks

Coca-Cola

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AT&T

Tesla, Lam Research, AT&T and Coca-Cola were our top stock trades for Friday. Let's look at a few charts to see what's going on.

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Amazon

Salesforce

QUALCOMM

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Lam Research (LRCX) reports stronger-than-expected fiscal first-quarter results driven by broad-based strength in NAND, DRAM and Foundry-Logic spending, including leading-edge nodes.

Lam Research (LRCX) Q1 Earnings & Revenues Beat Estimates

Semiconductor equipment maker Lam Research Corporation (NASDAQ: LRCX) topped estimates for the fiscal first quarter 2021 and guided better than the street's expectations of revenue and earnings per share for the December quarter in its earnings report, late Wednesday. Key Highlights:

How Did Lam Research Perform In Q1

Lam Research Corporation (LRCX) CEO Tim Archer on Q1 2021 Results - Earnings Call Transcript

Shares of Lam Research (NASDAQ:LRCX) moved lower by 1.8% in after-market trading after the company reported Q1 results. Quarterly Results Earnings per share increased 78.30% over the past year to $5.67, which beat the estimate of $5.19.

Lam Research: Q1 Earnings Insights

Semiconductor equipment maker Lam Research late Wednesday easily beat Wall Street's targets for the September quarter. But the earnings report drove LRCX stock lower in extended trading.

Lam Research Clears September-Quarter Earnings Hurdles

Lam Research Corp. LRCX shares fluctuated between gains and losses in the extended session Wednesday after the chip equipment maker's results and outlook topped Wall Street estimates. Lam shares, which had risen as much as 1.5% after the report, were last down 1.2% after hours, following a 0.8% gain in the regular session to close at $366.62.

Earnings Results: Lam Research stock shaky as results, outlook top Street view

FREMONT, Calif., Oct. 21, 2020 (GLOBE NEWSWIRE) -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 27, 2020 (the “September 2020 quarter”).

Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2020

Global Cord Blood

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FREMONT, Calif., Sept. 30, 2020 (GLOBE NEWSWIRE) -- Lam Research Corp. (NASDAQ: LRCX) today announced that the company will host its quarterly financial conference call and webcast on Wednesday, October 21, 2020, beginning at 2:00 p.m. Pacific Time (5:00 p.m. Eastern Time).

Lam Research Corporation Announces September 2020 Quarter Financial Conference Call

Merck

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Target

Given strong dividend growth and big money signals, these stocks could be worth a spot in a yield-oriented portfolio.

News for Lam Research Stock (LRCX)