Lam Research posts record June-quarter revenue of $6.72B and guides September quarter to $8.10B

Lam Research reported results for the quarter ended June 28, 2026, with revenue of $6.72 billion, up 15.1% from $5.84 billion in the March quarter. Non-GAAP EPS was $1.82 and GAAP EPS was $1.81. For the September quarter the company guided revenue of $8.10 billion plus or minus $400 million and non-GAAP EPS of $2.15 plus or minus $0.15, with operating margin of 39.5% plus or minus one point.

• Revenue $6.72B, up 15.1% from $5.84B in the March 2026 quarter
• Non-GAAP EPS $1.82; GAAP diluted EPS $1.81
• Non-GAAP gross margin 52.0%; non-GAAP operating margin 38.4%
• September-quarter guidance: revenue $8.10B +/- $0.40B, EPS $2.15 +/- $0.15
• September-quarter guidance: gross margin 52% +/- 1 point, operating margin 39.5% +/- 1 point, about 1.255B diluted shares

SEC filing 8-K · accession 0000707549-26-000033 · sec.gov ↗