Lam Research posts $5.34B December-quarter revenue and guides March quarter to $5.70B
Lam reported revenue of $5.34 billion for the quarter ended December 28, 2025, with U.S. GAAP diluted EPS of $1.26 and non-GAAP EPS of $1.27. For the March 2026 quarter it guided to revenue of $5.70 billion plus or minus $300 million and EPS of $1.35 plus or minus $0.10, both on a GAAP and non-GAAP basis. The board also declared a $0.26 quarterly dividend.
- Revenue $5.34B: systems $3.36B and customer support-related revenue and other $1.99B
- Diluted EPS $1.26 U.S. GAAP and $1.27 non-GAAP
- Non-GAAP gross margin 49.7%
- March-quarter guidance: revenue $5.70B +/- $300M; EPS $1.35 +/- $0.10
- Quarterly dividend of $0.26 per share declared
Source
Lam Research (SEC Form 8-K, Exhibit 99.1)Jan 28, 2026
SEC filing 8-K · accession 0000707549-26-000006 · sec.gov ↗