LRCX Earnings Date: Jan 27, 2027 (Estimated) — Lam Research Corporation
NASDAQ · Technology · Semiconductor Equipment & Materials
Updated
When is LRCX's next earnings date?
Lam Research Corporation (LRCX) is expected to report Q2 2027 earnings on Wednesday, January 27, 2027 at 4:00 PM ET (after market close); the date is an estimate and has not been confirmed by the company. The consensus estimate is EPS of $2.29 on revenue of $8.50B.
How did LRCX do in its last earnings report?
In its most recent report on Oct 21, 2026 (Q1 2027), Lam Research Corporation posted EPS of $2.20 versus the $2.18 estimate, a beat of 0.9%. Revenue was $8.22B against a $8.13B estimate. The stock's 1-day post-earnings move was -11.8%.
How much does LRCX stock move after earnings?
LRCX beat EPS estimates in 8 of its last 8 reported quarters. Over the last 8 reports the stock moved an average of 7.3% (up or down) in the day after earnings.
About Lam Research Corporation
Lam Research Corporation is a prominent supplier of equipment vital for semiconductor processing, encompassing its design, production, sales, repair, and ongoing maintenance. These sophisticated systems are fundamental for the creation of integrated circuits. The company's extensive product catalog features a variety of deposition technologies. For tungsten metallization, they provide ALTUS systems that deposit conformal films. SABRE products excel in electrochemical deposition, crucial for copper interconnect transitions and enabling copper damascene manufacturing. SOLA utilizes ultraviolet thermal processing for film treatments, while VECTOR delivers plasma-enhanced chemical vapor deposition (CVD) and atomic layer deposition (ALD) solutions. Furthermore, SPEED addresses gapfill applications with its high-density plasma CVD products, and Striker is engineered for single-wafer atomic layer deposition of dielectric films. Beyond deposition, Lam Research offers a comprehensive suite of etching tools. Flex is designed for dielectric etch applications, Kiyo handles conductor etch processes, Syndion specializes in through-silicon via etching, and Versys metal products are used for metal etch processes. The company's offerings also extend to specialized solutions like Coronus, which enhances die yield through bevel cleaning. For various wafer cleaning requirements, Lam Research supplies multiple product lines, including Da Vinci, DV-Prime, EOS, and SP series. Additionally, Metryx mass metrology systems provide precise, in-line mass measurement capabilities for semiconductor wafer manufacturing. Lam Research serves the global semiconductor industry, distributing its technologies and services across the United States, China, Europe, Japan, Korea, Southeast Asia, Taiwan, and other international markets. Established in 1980, the company maintains its corporate headquarters in Fremont, California.
🤖 AI Earnings Analysis
Lam’s semiconductor-equipment results were strong: revenue rose 55% year over year to $8.2B, while EPS increased to $2.20 from $1.26, modestly beating estimates. Growth positions the wafer-fabrication leader well, though no specific catalyst or guidance change was provided.
AI-generated summary — powered by BigEarnings.
Earnings History
| Date | Period | EPS Est. | EPS Act. | Surprise | Revenue | Result | 1D Δ | 1W Δ | 1M Δ |
|---|---|---|---|---|---|---|---|---|---|
| 2026-10-21 | Q1 2027 | 2.18 | 2.20 | +0.92% | $8.22B | ✅ Beat | -11.76% | -2.68% | — |
| 2026-07-29 | Q4 2026 | 1.68 | 1.82 | +8.33% | $6.72B | ✅ Beat | +17.98% | +21.82% | +26.25% |
| 2026-04-22 | Q3 2026 | 1.36 | 1.47 | +8.09% | $5.84B | ✅ Beat | -2.63% | -6.33% | +13.82% |
| 2026-01-28 | Q2 2026 | 1.17 | 1.27 | +8.55% | $5.34B | ✅ Beat | +3.59% | -12.44% | -2.37% |
| 2025-10-22 | Q1 2026 | 1.22 | 1.26 | +3.28% | $5.32B | ✅ Beat | +4.45% | +13.75% | -1.17% |
| 2025-07-30 | Q4 2025 | 1.20 | 1.33 | +10.83% | $5.17B | ✅ Beat | -4.29% | -3.18% | +5.05% |
| 2025-04-23 | Q3 2025 | 0.98 | 1.04 | +6.12% | $4.72B | ✅ Beat | +6.25% | +7.39% | +23.71% |
| 2025-01-29 | Q2 2025 | 0.88 | 0.91 | +3.41% | $4.38B | ✅ Beat | +7.42% | +9.04% | +2.11% |
Showing last 8 quarters.
Revenue by segment & region
By segment
Q1 FY27 · $8.22B total
| Segment | Share | Revenue | YoY | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|
| System | 69.7% | $5.73B | +61.6% | $3.04B | $3.44B | $3.55B | $3.36B |
| Customer Support and Other | 30.3% | $2.49B | +40.0% | $1.68B | $1.73B | $1.78B | $1.99B |
By region
Q1 FY27 · $7.69B total
| Segment | Share | Revenue | YoY | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 |
|---|---|---|---|---|---|---|---|
| CHINA | 37.5% | $2.89B | +26.4% | $1.47B | $1.84B | $2.28B | $1.86B |
| KOREA, REPUBLIC OF | 21.3% | $1.63B | +110.5% | $1.15B | $1.12B | $776.3M | $1.06B |
| TAIWAN, PROVINCE OF CHINA | 19.3% | $1.48B | +44.3% | $1.13B | $966.2M | $1.03B | $1.07B |
| JAPAN | 9.4% | $721.5M | +36.3% | $474.9M | $741.3M | $529.3M | $548.3M |
| UNITED STATES | 8.6% | $663.1M | +117.6% | $189.5M | $285.7M | $304.7M | $254.6M |
| Europe | 3.9% | $301.3M | +195.9% | $133.7M | $89.9M | $101.8M | $139.8M |
Source: company filings via FMP. YoY compares the same fiscal period a year earlier.