WORLD NUMBERSWORLD IN MOTION

Numbers tell a bigger story.

US STOCKS · SEC COMPANY PROFILE

LRCX

Lam Research

LAM RESEARCH CORP · Nasdaq

Lam Research supplies wafer fabrication equipment and services used to deposit, etch and clean materials in semiconductor manufacturing.

Visit Lam Research’s official website
Latest 10-Q
WN ESTIMATE · RESETS AT 00:00 UTC≈ $90.32M / DAYEstimated revenue pace so far today$61,690,235.25

Reported revenue spread evenly through elapsed UTC time. Refresh does not restart it; it resets at midnight UTC.

PUT THE NUMBERS IN CONTEXT

For every $100 of reported revenue

2026-06-29–2026-09-27 · ratios from the same reported period

$33.50Net profit
$42.55Operating cash flow
$3.14Capital spending

Profit includes accounting items that may not involve cash today. Operating cash flow measures cash from operations; capital spending covers the reported investment measure. These ratios help compare scale, but industry, seasonality and one-time items still matter. They are not a breakdown that adds to $100.

REVENUE MIX

Revenue by type

Reported period · ended 2026-09-27
Systems69.7% of revenue
$5.73BReported period revenue component
Customer support & other30.3% of revenue
$2.49BReported period revenue component

Revenue is an accounting flow, not cash collected. Reported profits and cash flow can include one-time items. Segment shares are calculated from consolidated revenue for the same period.

MARKET PRICE

LRCX stock price

1H default · provider data

TradingView supplies updated market data automatically. The chart starts with one-hour intervals; the current interval can change as trades arrive. Exchange delays and availability are shown by the provider.

WORLD NUMBERS ASSESSMENT

Company Health Score

Expand for the score breakdown and outlook
Very strong overall healthCash, growth, profits and investment · review the assumptions below9/10View details
9 / 10

Very strong overall health

Our assessment of the reported financial position and the company-specific outlook.

1–3Strained4–6Mixed7–8Solid9–10Very strong

Higher means stronger overall financial health under this model. This is World Numbers’ subjective assessment, not an official rating or a prediction of the stock price. It does not establish that shares are good value.

Cash cushion9/10 · 25% weight

$7.44B cash and equivalents against $12.44B total liabilities. This excludes marketable investments.

Revenue growth9/10 · 20% weight

54.4% change in latest-quarter revenue from the comparable year-earlier quarter.

Profitability9/10 · 20% weight

33.5% net margin for the reported 91-day period. One-time gains or charges can affect this measure.

Cash after investment9/10 · 20% weight

$3.24B operating cash flow after cash capital spending for the same reported period. This is a calculation, not all investing or financing activity.

Future outlook7/10 · 15% weight

More complex chip production can support equipment demand; memory cycles, export restrictions and concentrated customer spending create uncertainty.

Looking ahead

More complex chip production can support equipment demand; memory cycles, export restrictions and concentrated customer spending create uncertainty. This is a speculative editorial interpretation of the filing’s business and risk discussion, not quantified issuer guidance.

How we arrived at the score

Cash scores use cash ÷ liabilities: at least 0.5 scores 9, 0.25 scores 8, 0.1 scores 6; otherwise 4. Revenue growth scores: at least 30% scores 9, 10% scores 8, non-negative scores 6; otherwise 3. Net margin scores: at least 20% scores 9, 10% scores 8, non-negative scores 6; otherwise 3. Cash after investment ÷ revenue scores: at least 15% scores 9, 5% scores 8, non-negative scores 6; otherwise 3. Future outlook is an editorial score. The weighted result is 8.70, rounded to 9. These thresholds and weights are judgment choices, not statistically validated probabilities. The assessment uses data through 2026-09-27; it does not update each second.

SEC financial results & risk discussion Filed 2026-10-22 · verified 2026-10-22

Net income

WN ESTIMATE · RESETS AT 00:00 UTCReported: $2,753,138,000 · 2026-06-29–2026-09-27≈ $30.25M / DAYEstimated pace so far today
$20,663,474.09

Latest quarter: $2.75B net income · 33.5% net margin

Q1 2027 at this pace: $2,722,883,736Reported total ÷ 91 days × elapsed UTC time. Refresh does not restart this estimate; it resets at midnight UTC.

Operating cash flow

WN ESTIMATE · RESETS AT 00:00 UTCReported: $3,497,652,000 · 2026-06-29–2026-09-27≈ $38.44M / DAYEstimated pace so far today
$26,251,368.98

Reported cash flow from operations

Q1 2027 at this pace: $3,459,216,264Reported total ÷ 91 days × elapsed UTC time. Refresh does not restart this estimate; it resets at midnight UTC.

Capital spending

WN ESTIMATE · RESETS AT 00:00 UTCReported: $257,697,000 · 2026-06-29–2026-09-27≈ $2.83M / DAYEstimated pace so far today
$1,934,125.82

Cash purchases of property, plant and equipment; acquisitions and financing are separate.

Q1 2027 at this pace: $254,865,165Reported total ÷ 91 days × elapsed UTC time. Refresh does not restart this estimate; it resets at midnight UTC.
WHO LEADS THE COMPANY

Current leadership

Checked 2026-10-26

Timothy M. Archer

Chief executive officer

Leadership is checked separately from annual compensation. The historical pay table below may cover different roles or former executives.

Leadership check and financial reporting dates are separate. Annual total compensation is updated when a new compensation disclosure is published; quarterly earnings do not necessarily include it.

HISTORICAL COMPENSATION

Reported executive pay

Pay reported for 2026

Three executives from the dated compensation disclosure. Names, roles and pay below describe that disclosure and do not establish who leads the company today.

Why use this pay period? The latest reviewed proxy reports fiscal 2026 annual compensation. A filing published in 2026 can describe the preceding completed pay year. These counters illustrate reported annual pay; they do not measure current payroll.

Timothy M. Archer

Historical disclosure: CEO

WN ILLUSTRATION · 2026 SO FAR≈ $110,560.21 / DAYIllustrated pace based on 2026 pay$33,022,453.17Reported annual compensation spread evenly across the calendar year · refresh does not restart it · resets January 1 UTC
Salary reported · 2026
$1,316,625
Total pay reported · 2026
$40,354,475
Shares held or eligible to buy
1,535,779
Current value of reported shares
Not calculated
The chart’s quote is provided separately. We do not multiply historical ownership by an unverified price or treat conditional awards as cash.

Total reported compensation includes the filing’s grant-date stock or option values, cash incentives, benefits and any pension adjustments; it is not all cash received.

Douglas R. Bettinger

Historical disclosure: CFO

WN ILLUSTRATION · 2026 SO FAR≈ $29,569.42 / DAYIllustrated pace based on 2026 pay$8,831,881.83Reported annual compensation spread evenly across the calendar year · refresh does not restart it · resets January 1 UTC
Salary reported · 2026
$785,962
Total pay reported · 2026
$10,792,837
Shares held or eligible to buy
1,042,796
Current value of reported shares
Not calculated
The chart’s quote is provided separately. We do not multiply historical ownership by an unverified price or treat conditional awards as cash.

Total reported compensation includes the filing’s grant-date stock or option values, cash incentives, benefits and any pension adjustments; it is not all cash received.

Seshasayee Varadarajan

Historical disclosure: COO

WN ILLUSTRATION · 2026 SO FAR≈ $28,975.22 / DAYIllustrated pace based on 2026 pay$8,654,406.85Reported annual compensation spread evenly across the calendar year · refresh does not restart it · resets January 1 UTC
Salary reported · 2026
$778,423
Total pay reported · 2026
$10,575,957
Shares held or eligible to buy
235,420
Current value of reported shares
Not calculated
The chart’s quote is provided separately. We do not multiply historical ownership by an unverified price or treat conditional awards as cash.

Total reported compensation includes the filing’s grant-date stock or option values, cash incentives, benefits and any pension adjustments; it is not all cash received.

Total compensation can include grant-date accounting values of stock or options and benefits. It is not necessarily cash received. Ownership date: 2026-09-04. Beneficial ownership can include exercisable options and restricted shares; it is not the same as current tradable stock.

SEC compensation & ownership tables Last completed verification 2026-10-08
THE PEOPLE BEHIND THE COMPANY

Employees

Reported workforce snapshot
Reported employees23,300As of 2026-08-04
Average employee payNot calculatedNo verified company-wide mean salary is used on this page.
Median total employee pay$80,764Fiscal 2026 · includes more than base salary
Reported executive pay ÷ median employee pay500:1Based on Timothy M. Archer’s 2026 total pay · not the current CEO’s pay unless the same person and period apply

The annual report employee count and proxy compensation population can differ in measurement date and inclusion of temporary or part-time staff. Employee counts are reported snapshots and do not tick. Companies use different employee populations and pay-ratio methods, so comparisons need care.

SEC workforce disclosure Employee date 2026-08-04 · verified 2026-10-08
SEC median employee compensation Last completed verification 2026-10-08
REPORTED RESULTS

Revenue & net income

Revenue appears in blue above net income in pink. Net margin is net income divided by revenue. These are reported results, not estimates.

Open the 10-Q filing Reporting period ended 2026-09-27 · filed 2026-10-22
PUTTING THE NUMBERS IN CONTEXT

What changed?

Latest quarter · year-over-year
Revenue grew 54.4%

$8.22B versus $5.32B in the comparable quarter a year earlier. The dollar change was $2.9B.

Quarterly net margin: 33.5%

$2.75B net income versus $1.57B a year earlier. Net income includes expenses and other gains or charges; it is not a measure of cash in the bank.

Revenue is an accounting flow, not cash collected. Reported profits and cash flow can include one-time items. For the 91-day cash-flow period, operating cash flow less cash capital spending was $3.24B.

THE NEXT REPORT

Watch next quarter

Memory and foundry equipment demand
Compare the next report with the sourced baseline on this page.
Customer support and installed base
Compare the next report with the sourced baseline on this page.
Export restrictions and customer investment
Compare the next report with the sourced baseline on this page.

More complex chip production can support equipment demand; memory cycles, export restrictions and concentrated customer spending create uncertainty. Next earnings date: consult the company’s confirmed announcements; no unverified calendar date is displayed.

BALANCE SHEET SNAPSHOT

What was reported at 2026-09-27

Reported once · not live
Cash & equivalents$7.44BAs of 2026-09-27 · filing snapshot
Short-term investmentsNot verifiedAs of 2026-09-27 · filing snapshot
Total assets$26.35BAs of 2026-09-27 · filing snapshot
Total liabilities$12.44BAs of 2026-09-27 · filing snapshot
Common shares outstanding1.249BAs of 2026-09-27 · filing snapshot

Balances update when a new filing is verified. Investment categories differ; only the labeled short-term category is displayed.

INVESTOR SNAPSHOT

Valuation, returns & earnings

Latest filed period
Price-to-earningsNot calculatedRequires a verified price and trailing twelve-month EPS; the chart is a separate provider.
Cash dividends paid$325.4M2026-06-29–2026-09-27 · cash outflow, not dividend yield
Diluted EPS · reported period$2.19Net income per diluted share · 91-day period
Revenue growth · latest quarter+54.4%Compared with the same quarter a year earlier
Reported net margin33.5%Net income ÷ revenue · full reported period
Operating cash after investment$3.24BOperating cash flow less cash capital spending
Cash repurchase payments$1.02BHistorical cash payments; excludes future authorizations
Report verified2026-10-22Filed 2026-10-22 · period ended 2026-09-27
Accounting data comes from SEC filings. Market prices in the chart are supplied by TradingView; exchange delays and availability are shown there. A ticking flow does not update the stock price.
SHAREHOLDER DETAILS

Capital returns & voting rights

As filed
Dividends and repurchases

Cash dividends and repurchases are historical payments. Future authorizations and market price are separate from those cash flows.

Ownership and reported shares

Beneficial ownership can include exercisable options and restricted shares; it is not the same as current tradable stock. Reported executive ownership is dated 2026-09-04; balances and market values are different measures.

UNDERSTAND THE NUMBERS

Lam Research financial questions, explained

How much revenue does Lam Research generate per day and per second?

The SEC filing reports $8,219,418,000 of revenue from 2026-06-29 through 2026-09-27, covering 91 actual calendar days. The illustrative pace is $90,323,275 per day or $1,045 per second. It is historical scale, not live sales, company guidance or a forecast.

Read the SEC source
What were Lam Research’s latest quarterly revenue and earnings?

For 2026-06-29 through 2026-09-27, reported revenue was $8,219,418,000 and net income was $2,753,138,000 (33.5% net margin). The same filing reports $5,324,173,000 revenue and $1,568,660,000 net income for the comparable quarter ended 2025-09-28. Accounting profit and cash flow are different measures.

Read the SEC source
Where does Lam Research’s reported revenue come from?

Revenue by type: Systems: $5,732,907,000 (69.7%); Customer support & other: $2,486,511,000 (30.3%). Reporting period: 2026-06-29 through 2026-09-27. Negative reconciliations are adjustments, not negative customer sales.

Read the SEC source
How much compensation did Timothy M. Archer report at Lam Research?

The latest reviewed proxy reports $1,316,625 salary and $40,354,475 total compensation for fiscal 2026. CEO. Total reported compensation includes the filing’s grant-date stock or option values, cash incentives, benefits and any pension adjustments; it is not all cash received. The annual-pay counter is an illustration spread through the current calendar year, not evidence of cash being paid every second.

Read the SEC source
How many employees does Lam Research report, and what is median pay?

The annual filing reports 23,300 employees as of 2026-08-04. The proxy reports median total employee compensation of $80,764 for Fiscal 2026. Median means the middle employee in the disclosed population, not an average base salary. The annual report employee count and proxy compensation population can differ in measurement date and inclusion of temporary or part-time staff.

Read the SEC source
Does Lam Research’s operating cash flow cover reported capital spending?

For 2026-06-29 through 2026-09-27, operating cash flow was $3,497,652,000. Reported cash capital spending was $257,697,000, leaving $3,239,955,000 by subtraction. Cash purchases of property, plant and equipment; acquisitions and financing are separate. This calculation excludes other investing and financing activity.

Read the SEC source
Does Lam Research pay a cash dividend?

The period 2026-06-29 through 2026-09-27 reports $325,402,000 in dividend payments. Historical payments are not a dividend yield or a future commitment.

Read the SEC source
What should investors watch in Lam Research’s next report?

Watch Memory and foundry equipment demand, Customer support and installed base, Export restrictions and customer investment. More complex chip production can support equipment demand; memory cycles, export restrictions and concentrated customer spending create uncertainty. The next-quarter counters hold the reported daily rate unchanged. They are World Numbers scenarios, not issuer guidance or stock-price predictions.

Read the SEC source

Reporting period: 2026-06-29–2026-09-27 · filed 2026-10-22 · last completed verification 2026-10-22 · page updated 2026-10-26

How World Numbers calculates estimates

How the estimates work

We divide each reported flow by its actual 91-day reporting period. The daily rate is spread evenly over elapsed UTC time and resets at midnight. Refreshing the page does not restart the counter. The next-calendar-quarter illustration holds that pace unchanged; it is not live sales or a company forecast. Annual executive pay is spread across the current calendar year, including leap-year day counts. Stock awards, balances, employees and shares are not current payroll or live counts. Company-specific limitations: Revenue is an accounting flow, not cash collected. Reported profits and cash flow can include one-time items.

Sources & timestampsReporting period: 2026-06-29–2026-09-27Report filed: 2026-10-22Last completed verification: 2026-10-22Page updated: 2026-10-26SEC filing SEC machine-readable facts
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