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LRCX LAM RESEARCH CORP

Trailing twelve months to 2026-06-28 · as filed 2026-08-07, not restated
Technology

Scale

Market cap
$392.9bn
Revenue TTM
$23.2bn
Net income TTM
$7.3bn
Free cash flow
$4.9bn
Composite score
47.6
Sector rank
#27

Valuation

P / E
54.1
EV / EBITDA
EV / sales
16.8
FCF yield
1.25%
Earnings yield vs 10-yr
-2.88pp

Earnings yield vs 10-yr compares what the business earns per pound invested against the 4.73% a 10-year US Treasury note pays for no equity risk. Negative means you are paying up front for growth not yet delivered.

Quality and growth

Net margin
31.3%
EBITDA margin
ROE
58.3%
ROIC
77.3%
Revenue growth
26.0%

Insider activity, last 90 days

Net open-market
$-68.33m
Buyers
0
Sellers
4

Open-market purchases and sales only. Grants, option exercises, gifts and shares withheld for tax are excluded: they are how people are paid, not what they think.

What management said

Lam Research Corporation 2026 Q3 10-Q 18 Table of Contents The following table summarizes certain key financial information for the periods indicated below: In the March 2026 quarter, revenue increased 9% compared to the three months ended December 28, 2025 (the “December 2025 quarter”), driven by an increase in systems revenue primarily resulting from increased customer investments in the DRAM market segment as well as an increase in customer support-related revenue mainly tied to our expanding installed base and higher spares, upgrades and services revenue, partially offset by decreased customer spend on non-leading-edge equipment. …LAM RESEARCH CORP, 10-Q, period ended 2026-03-29, filed 2026-04-23

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