Lam Research reports 54.4 percent revenue growth for Lam Research stock

Published on 10/27/2026 at 12:22 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

Lam Research guides to USD 8.60 billion revenue for December 2026. Lam Research stock costs EUR 216.08 on October 27, 2026, with results dated October 21.

Margins and reporting dates

Lam Research released September-quarter results on October 21, 2026, including USD 8.22 billion in revenue.
U.S. GAAP operating margin reached 40.0 percent in the September 2026 quarter versus 37.4 percent in June.
Lam Research stock trades at EUR 216.08 at 12:14 p.m. CET at Lang & Schwarz on October 27, 2026.
The next quarter ends on December 27, 2026, with tentative results expected on January 27, 2027.

Lam Research, US5128073062, Illustration mit AI erstellt.

Lam Research (ISIN US5128073062) was trading at EUR 216.08 at Lang & Schwarz on October 27, 2026 at 12:14 p.m. CET. The semiconductor equipment maker reported USD 8.22 billion in revenue for its September 2026 quarter, according to Yahoo Finance on October 21, 2026.

Revenue sets a higher base

The September quarter revenue increased 22.00 percent from USD 6.72 billion in the June 2026 quarter. U.S. GAAP net income reached USD 2.75 billion, while diluted earnings per share came to USD 2.19, compared with USD 2.28 billion and USD 1.81 in the prior quarter.

Systems revenue was USD 5.73 billion in the September quarter, up from USD 4.25 billion in June. Customer support-related revenue and other reached USD 2.49 billion, compared with USD 2.47 billion in the preceding quarter.

Three reported quarters in sequence

For the September 28, 2025 quarter, revenue was USD 5.32 billion. For the June 28, 2026 quarter, revenue reached USD 6.72 billion. On October 21, 2026, Lam Research reported USD 8.22 billion for the quarter ended September 27, 2026, according to the same Yahoo Finance release.

What does the guidance mean for margins?

Lam Research guided for December-quarter revenue of USD 8.60 billion plus or minus USD 400 million, with U.S. GAAP operating margin guidance of 40.5 percent plus or minus 1.0 percentage point. The September quarter delivered a 40.0 percent U.S. GAAP operating margin, versus 37.4 percent in June.

The company also reported USD 3.50 billion in operating cash flow for the September quarter. That figure exceeded the USD 1.46 billion recorded in June, giving the results a cash-flow dimension alongside the revenue expansion.

Dates for the next report

The December quarter ends on December 27, 2026. Investing.com lists January 27, 2027, as the tentative date for the next earnings report, with consensus revenue of USD 8.55 billion in its October 22, 2026 analysis.

Lam Research is listed on Nasdaq under ticker LRCX, and its products serve wafer fabrication markets including deposition, etch and cleaning. MarketScreener reported on October 22, 2026, that New Street Research cut its price target from USD 285.00 to USD 255.00.

Stock trades during the session

The stock was trading at EUR 216.08 at Lang & Schwarz on October 27, 2026 at 12:14 p.m. CET. The current quote places the market reaction alongside the latest quarter's revenue, margin and guidance figures.

The further course of trading is shown by the continuously updated real-time quote of Lam Research stock.