CORRECTION: Lam Research reports Q4 non-GAAP EPS $1.27, consensus $1.17

Reports Q4 revenue $5.34M, consensus $5.24B. “Lam delivered another strong quarter to cap a record year,” said Tim Archer, CEO. “Entering 2026, our expanding product and services portfolio is enabling the market’s transition to smaller, more complex three-dimensional devices and packages. With AI accelerating, we are ramping execution velocity across the company to support our customers’ growth and realize our vision for multi-year outperformance”