The company said revenue for the September 2026 quarter was $8.22 billion, with U.S. GAAP gross margin of 52.3%, operating margin of 40.0% and diluted EPS of $2.19. Revenue for the June 2026 quarter was $6.72 billion.

1. 01

   The company said revenue for the September 2026 quarter was $8.22 billion, with U.S. GAAP gross margin of 52.3%, operating margin of 40.0% and diluted EPS of $2.19. Revenue for the June 2026 quarter was $6.72 billion.

2. 02

   Lam Research said non-GAAP gross margin for the September 2026 quarter was 52.4%, non-GAAP operating margin was 40.2% and non-GAAP diluted EPS was $2.20. For the June 2026 quarter, the figures were 52.0%, 38.4% and $1.82, respectively.

3. 03

   The company reported net cash provided by operating activities of $3,497,652 thousand for the September 2026 quarter, and said it used $1,024,965 thousand for treasury stock purchases and $325,402 thousand for dividend payments. Cash, cash equivalents and restricted cash balances were $7.45 billion, up from $5.60 billion at the end of the June 2026 quarter.

4. 04

   The company provided guidance for revenue of $8.60 billion (±$400 million), U.S. GAAP diluted EPS of $2.33 (±$0.15) and a diluted share count of 1.253 billion for the quarter ending December 27, 2026. It said the figures are its estimates and actual results may vary.

Analysis scope · Filing body and confirmed press-release exhibitWe analyzed the filing body and confirmed exhibits. This is not a review of other exhibits, investor presentations or the full earnings call.

AI summarized the filing and translated the summary into English; it may differ from the original. For reference only, not investment advice. AI translated the published Korean report into English. Figures are copied as filed, not recalculated.

Original filing

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