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Lam Research Corp (GB:0JT5)
:0JT5
Earnings Data
Report Date
Oct 15, 2025TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
1.2Last Year’s EPS
0.86Same Quarter Last Year
Strong Buy
Based on 24 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Lam Research reported strong financial performance and technological advancements, with significant growth in the China market and positive trends in advanced packaging and HBM. However, there are challenges related to DRAM revenue decline, potential tariff headwinds, and uncertainty in long-term WFE spending.Company Guidance -
Q1 2026
Record Financial Performance
Lam Research reported record revenues of $18.4 billion for fiscal year 2025, with a gross margin of 48.8% and free cash flow generation of approximately $5.4 billion.
Strong Growth in China Market
China revenue increased to 35% of total revenue, driven by increased investment from global multinational customers in the region.
Technological Advancements and Product Wins
Lam's Halo ALD Moly tool is ramping at multiple NAND customers, and the company secured new application wins with its Akara etch tool in the DRAM market.
Advanced Packaging and HBM Growth
Advanced packaging is expected to grow significantly, with SABRE 3D market share anticipated to increase nearly 5 points year-on-year in calendar 2025.
Positive Outlook for WFE Spending
Lam expects wafer fabrication equipment (WFE) spending to be in the $105 billion range for 2025, up from a prior view of $100 billion.
GB:0JT5 Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
GB:0JT5 Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Jul 30, 2025 | $100.27 | $100.27 | 0.00% |
Apr 23, 2025 | $62.15 | $62.15 | 0.00% |
Jan 29, 2025 | $74.57 | $81.03 | +8.66% |
Oct 23, 2024 | $71.04 | $75.08 | +5.69% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Lam Research Corp (GB:0JT5) report earnings?
Lam Research Corp (GB:0JT5) is schdueled to report earning on Oct 15, 2025, TBA (Confirmed).
What is Lam Research Corp (GB:0JT5) earnings time?
Lam Research Corp (GB:0JT5) earnings time is at Oct 15, 2025, TBA (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is the P/E ratio of Lam Research Corp stock?
The P/E ratio of Lam Research is N/A.
What is GB:0JT5 EPS forecast?
GB:0JT5 EPS forecast for the fiscal quarter 2026 (Q1) is 1.2.
