Lam Research posts $5.84B March-quarter revenue and guides June quarter to $6.60B
Lam reported revenue of $5.84 billion for the quarter ended March 29, 2026, with non-GAAP diluted EPS of $1.47 and GAAP EPS of $1.45. Systems revenue was $3.73 billion and customer support-related revenue and other was $2.11 billion. The June-quarter guidance of $6.60 billion plus or minus $400 million for revenue and $1.65 plus or minus $0.15 for EPS points to a step up of about 13% in revenue from the March quarter.
- Revenue $5.84B: systems $3.73B and customer support-related revenue and other $2.11B
- Non-GAAP EPS $1.47; GAAP EPS $1.45
- Non-GAAP gross margin 49.9% and operating margin 35.0%
- June-quarter guidance: revenue $6.60B +/- $400M; EPS $1.65 +/- $0.15
- Share repurchases of $1.16B and a $0.26 dividend in the quarter
Source
Lam Research (SEC Form 8-K, Exhibit 99.1)Apr 22, 2026
SEC filing 8-K · accession 0000707549-26-000020 · sec.gov ↗