Lam Research Corporation Dossier
Outlook & Key Dates
Estimates, guidance, catalysts, and upcoming events
Analyst Estimates Learn more →
5-Yr Fwd EPS Growth
32.6%projected annual EPS growth
Analyst Coverage
31analysts covering
FY Revenue (est.)
$34.8Bnext fiscal year
FY EPS (est.)
$9.46next fiscal year
Reporting Calendar
| Event | Expected Date |
|---|---|
| Next Earnings Release | 21 Oct 2026 |
Monitoring Framework
Key Performance Indicators
Quarterly revenue in USD billions Quarterly6.7Target: September 2026 quarter company guidance range: $7.7 billion to $8.5 billion
U.S. GAAP gross margin as a percent of revenue Quarterly51.7%Target: September 2026 quarter company guidance range: 51.0% to 53.0%
U.S. GAAP operating margin as a percent of revenue Quarterly37.4%Target: September 2026 quarter company guidance range: 38.5% to 40.5%
Watch Items
- Execution against September 2026 quarter revenue guidance
- Execution against September 2026 quarter U.S. GAAP operating-margin guidance
- Revenue concentration in China amid export-control and geopolitical exposure
Research as of 29 Aug 2026