Lam Research Corp.

NASDAQ · LRCX
239.11−15.28−6.01%as of Oct 30, 2026

Incorporated in 1980, Lam Research Corporation (“Lam Research,” “Lam,” “we,” “our,” “us,” or the “Company”) is a Delaware corporation, headquartered in Fremont, California. We maintain a network of facilities throughout Asia, Europe, and the United States in order to meet the needs of our dynamic customer base. Additional information about Lam Research is available on our website at www.lamresearch.com. The content on any website referred to in this Form 10-K is not a part of or incorporated by reference in this Form 10-K unless expressly noted. Our Annual Report on Form 10-K, Quarterly Reports on Forms 10-Q, Current Reports on Forms 8-K, Proxy Statements and all other filings we make with the SEC are available on our website, free of charge, as soon as reasonably practical after we file them with or furnish them to the SEC and are also available online at the SEC’s website at www.sec.gov. The Lam Research logo, Lam Research, and all product and service names used in this report are either registered trademarks or trademarks of Lam Research Corporation or its subsidiaries in the United States and/or other countries. All other marks mentioned herein are the property of their respect

From the 10-K filed Aug 7, 2026

CEO
Mr. Timothy M. Archer
Sector
Technology
Industry
Semiconductors
Employees
23,300
Headquarters
Fremont, CA
Fiscal year end
June
1 year+78.84 (+49.19%)
LRCX+49.19%
$150$200$250$300$350$400$450
$239.11
40MVol
Oct '25Jan '26Mar '26Jun '26Aug '26Oct '26
FundalyzePowered by fundalyze.ai
134.88438.03

as of Oct 22, 2026 · today 239.11, 34% of the way from low to high

Yield0.46%trailing 12 months
Annual rate$1.11per share · quarterly
Last dividend$0.33ex-date Sep 23, 2026
Payout ratio16.4%of net income, trailing
5-year growth+14.87%a year, compounded
Years of growth1111 years in a row

Valuation

Market cap$299.19Bas of Oct 22, 2026
P/E35.4×TTM · Q2 2026 – Q1 2027
P/S11.5×TTM · Q2 2026 – Q1 2027
P/B21.5×Q1 2027
Dividend yield0.46%trailing 12 months

Results, trailing twelve months

Revenue$26.13BTTM · Q2 2026 – Q1 2027
Net income$8.45BTTM · Q2 2026 – Q1 2027
Diluted EPS$6.73TTM · Q2 2026 – Q1 2027
Gross margin51.1%TTM · Q2 2026 – Q1 2027

Balance and cash

Enterprise value$295.49Bas of Oct 22, 2026
Long-term debt$3.73BQ1 2027
Free cash flow$6.54BTTM · Q2 2026 – Q1 2027
Stock-based comp.$403.84MTTM · Q2 2026 – Q1 2027

Shares and market

Shares outstanding1.25Bas of Oct 31, 2026
Average volume13.09Mshares a day, last 3 months
Beta1.854

Financial statements

Revenue +26.0% $18.44B → $23.23B, year ended Jun 28, 2026

Comps

Valuation, growth and margins against the closest competitors

Filings

10-K filed Aug 7, 2026 · 10-Q Oct 22, 2026

FilingFiled
10-Q for Quarter Ended September 2026Oct 22, 2026
10-K for Fiscal Year Ended June 2026Aug 7, 2026
10-Q for Quarter Ended March 2026Apr 23, 2026
10-Q for Quarter Ended December 2025Jan 29, 2026

Insiders

$177.23M sold open market, 12 months to Oct 23, 2026

InsiderTypeValue
Timothy ArcherOct 23, 2026Sale$7.13M ↗
Bethany MayerSep 9, 2026Sale$3.01M ↗
Timothy ArcherSep 9, 2026Sale$9.58M ↗
Seshasayee VaradarajanSep 2, 2026Sale$3.57M ↗

Funds (13F)

86.6% held by 3,153 managers · as of Sep 30, 2026

ManagerValueChange
BlackRock, Inc.$57.51B−124.54K (−0.1%)
VANGUARD CAPITAL MANAGEMENT LLC$35.40B+527.89K (+0.7%)
STATE STREET CORP$26.32B+1.55M (+2.6%)
Invesco Ltd.$22.67B+1.86M (+3.7%)
JPMORGAN CHASE & CO$18.62B+12.60M (+38.5%)

Congress

21 trades 11 sales · 10 purchases · 7 members, 12 months

MemberTypeAmount
David J. TaylorOct 15, 2026Purchase$1K–$15K
Sheldon WhitehouseAug 13, 2026Partial sale$1K–$15K
Ro KhannaAug 3, 2026Sale$1K–$15K
Ro KhannaJun 30, 2026Purchase$1K–$15K

Short interest

2.28% of float · 3.59 days to cover · Oct 15, 2026

Short position, last two years · 35% of its 2-year range

Source: FINRA

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Company data reported to the SEC on EDGAR (CIK 707549).

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