Lam Research
Lam Research Corporation (Nasdaq: LRCX) is a global supplier of wafer fabrication equipment and services used by semiconductor manufacturers, including memory, foundry, and integrated device manufacturers producing NAND, DRAM, and logic devices. Its equipment supports deposition, etch, wafer cleaning, and dry-resist… From the company’s description.
In fiscal 2026, Lam Research reported revenue of $23.23B, up 26.0% from fiscal 2025, and net income of $7.27B. Its operating margin was 35.3%, and operations generated $5.86B in cash. Over the twelve months to Sep 27, 2026, revenue was $26.13B.
Margins and return on equity change in ; everything else in percent. Fewer shares and less debt are shown plainly, not as bad news — it depends what you make of buybacks. Dotted labels explain each measure. is shown separately from the annual figures.
What Lam Research does
In the company’s own words
Lam Research Corporation (Nasdaq: LRCX) is a global supplier of wafer fabrication equipment and services used by semiconductor manufacturers, including memory, foundry, and integrated device manufacturers producing NAND, DRAM, and logic devices. Its equipment supports deposition, etch, wafer cleaning, and dry-resist processing, while its Customer Support Business Group provides services, spare parts, upgrades, and new and refurbished non-leading-edge systems to help customers maintain and extend the performance of installed equipment. Products also serve advanced packaging, image sensor, and MEMS applications. Major product families include ALTUS, SABRE, VECTOR, Akara, Kiyo, Vantex, Coronus, and Aether; the Reliant line offers non-leading-edge equipment. The company was incorporated in 1980 and serves customers through facilities and service operations across the United States, Asia, and Europe. For fiscal 2026, Lam reported revenue of $20.6 billion and had approximately 23,300 regular full-time employees as of August 4, 2026. Its website is www.lamresearch.com.
Company details
- Sector
- Information Technology
- Industry (SIC)
- Industrial Machinery
- Headquarters
- FREMONT, CA
- Fiscal year end
- June
- CIK
- 707549
- SIC
- 3559
Financial performance, year by year
Fiscal 2014–2026 · USDThe full income statement, balance sheet and cash flow for each of these years — every figure traceable to its filing — is on the Financials tab with a free account.
Who owns Lam Research — and what changed
Funds as of 2026Q2 · superinvestors as of 2026-06-30
Superinvestors in Lam Research · what they did last quarter
Share of each manager’s reported 13F portfolio. Change is in shares held, since the previous quarter.
Largest fund holders · Lam Research’s weight in each
Fund ownership is a floor, not a census — pensions, insurers and people holding shares directly are not visible here.
Lam Research’s bonds, as funds hold them
Funds report holding 5 issues of Lam Research’s debt, $301.73M at market value — what funds hold, not the company’s total debt. Weighted-average coupon 3.37%, maturing 2029 to 2060.
Fund ownership counts N-PORT filers only, so it is a floor rather than a census — pensions, insurers and direct holders are not visible here, and the remainder is not “held by individuals”.
Fund ownership is a subset of institutional 13F ownership — the two describe overlapping populations and must not be added together.
Every fund and institutional holder, quarter by quarter, is on the Ownership tab with a free account.
Recent filings
All filings →Each filing opens into its own statements and disclosures here.
Put this business in context.
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