LRCX Lam Research
Etch and deposition critical for GAA and HBM
Fundamentals from public market data, refreshed daily (2026-10-24 02:59 UTC). Figures in reporting currency.
LRCX · price with what management and the data said
Timeline: management commentary, data & earnings
8 events-
8
2026-10-21EarningsBeat / raise
Reported EPS 2.2 vs 2.18 expected (+0.9% surprise).
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7
2026-07-29EarningsBeat / raise
Reported EPS 1.82 vs 1.68 expected (+8.1% surprise).
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6
2026-04-22EarningsBeat / raise
Reported EPS 1.47 vs 1.36 expected (+7.9% surprise).
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5
2026-01-28EarningsBeat / raise
Reported EPS 1.27 vs 1.17 expected (+8.7% surprise).
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4
2025-10-22EarningsBeat / raise
Reported EPS 1.26 vs 1.22 expected (+3.3% surprise).
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3
2025-07-30EarningsBeat / raise
Reported EPS 1.33 vs 1.21 expected (+10.4% surprise).
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2
2025-04-23EarningsBeat / raise
Reported EPS 1.04 vs 1 expected (+4.1% surprise).
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1
2025-01-29EarningsBeat / raise
Reported EPS 0.91 vs 0.88 expected (+3.5% surprise).
Latest headlines
Auto-updated dailyPredictions involving LRCX
Earnings history
EPS vs expectations| Date | Expected EPS | Reported EPS | Surprise |
|---|---|---|---|
| 2026-10-21 | 2.18 | 2.2 | +0.9% |
| 2026-07-29 | 1.68 | 1.82 | +8.1% |
| 2026-04-22 | 1.36 | 1.47 | +7.9% |
| 2026-01-28 | 1.17 | 1.27 | +8.7% |
| 2025-10-22 | 1.22 | 1.26 | +3.3% |
| 2025-07-30 | 1.21 | 1.33 | +10.4% |
| 2025-04-23 | 1.0 | 1.04 | +4.1% |
| 2025-01-29 | 0.88 | 0.91 | +3.5% |
| 2024-10-23 | 0.81 | 0.86 | +6.5% |
| 2024-07-31 | 0.76 | 0.81 | +7.3% |
| 2024-04-24 | 0.73 | 0.78 | +6.8% |
| 2024-01-24 | 0.71 | 0.75 | +5.7% |
| 2023-10-18 | 0.61 | 0.69 | +11.8% |
| 2023-07-26 | 0.51 | 0.6 | +16.5% |
| 2023-04-19 | 0.65 | 0.7 | +7.1% |
| 2023-01-25 | 1.0 | 1.07 | +7.1% |
| 2022-10-19 | 0.95 | 1.04 | +9.2% |
| 2022-07-27 | 0.73 | 0.88 | +20.4% |
| 2022-04-20 | 0.75 | 0.74 | −1.4% |
| 2022-01-26 | 0.85 | 0.85 | +0.2% |
| 2021-10-20 | 0.82 | 0.84 | +1.9% |
| 2021-07-28 | 0.76 | 0.81 | +6.3% |
| 2021-04-21 | 0.66 | 0.75 | +13.4% |
| 2021-01-27 | 0.57 | 0.6 | +5.5% |
About Lam Research
Website ↗Lam Research Corporation designs, manufactures, markets, refurbishes, and services semiconductor processing equipment used in the fabrication of integrated circuits in the United States, China, Korea, Taiwan, Japan, Southeast Asia, and Europe. The company offers ALTUS systems to deposit conformal or selective films for tungsten or molybdenum metallization applications; SABRE electrochemical deposition products for copper interconnect transition, which support copper damascene manufacturing; Striker single-wafer atomic layer deposition products for dielectric film solutions; and VECTOR plasma-enhanced chemical vapor deposition (CVD) products. It also provides Akara, a conductor etch system designed to enhance etch precision, selectivity, and defect control; Argos, Prevos, and Selis, which are selective etch systems used in the fabrication of advanced logic and memory devices that require …
Gate-all-around transistors, backside power and HBM stacking add process steps. More steps per wafer means more tool spend per unit of capacity.
What would prove us wrong. Weakens if WFE growth stalls while leading-node and HBM capacity keep expanding — tools would not be the gate.
Who else supplies this
| Stock | Role | Last | 1D | 1M | YTD | Trend |
|---|---|---|---|---|---|---|
| AMAT Applied Materials | Deposition and materials engineering across logic, DRAM and packaging | $391.6 | +3.81% | −19.3% | +52.9% | |
| KLAC KLA | Process control and inspection at leading nodes | $150.4 | +3.27% | −20.0% | +24.2% | |
| 8035.T Tokyo Electron | Coater/developer, etch and deposition tools | ¥9,110.0 | −3.68% | −12.5% | +38.7% | |
| ASM.AS ASM International | ALD/epitaxy for gate-all-around transistors | €707.8 | +1.14% | −16.2% | +37.3% | |
| ONTO Onto Innovation | Advanced-packaging metrology and lithography | $205.6 | +3.48% | −28.5% | +30.2% | |
| CAMT Camtek | Inspection for HBM and advanced packaging | $124.9 | +3.09% | −15.1% | +17.4% | |
| NVMI Nova | Dimensional and materials metrology | $318.4 | +2.27% | −13.5% | −3.0% |
Not investment advice. Prices delayed and in local currency. Quotes in "double quotes" are verbatim as reported by the linked source; other commentary is our paraphrase. Earnings dates are estimates.