LRCX · News · 20260804N

Revenue Performance and Mix

LAM RESEARCH CORP · 2026-08-04 · Importance 70 · Surprise 56 · No source text

Lam Research reported record fiscal Q4 2026 results, with revenue increasing 30% year over year to approximately $6.7 billion. NAND revenue posted strong growth, while customer support services also contributed materially to the quarter’s performance. Management attributed demand to AI-driven requirements for flash storage and logic architectures, which are increasing process complexity and equipment intensity. The company expects wafer fabrication equipment spending to outperform and identified new fab projects and technology transitions as drivers of a positive 2027 outlook.

Key facts

Revenue up 30% year-over-year. source
Adjusted EPS exceeding expectations. source

Impact estimates

metric	direction	stage	expected	basis
revenue	positive	realized	+23.1%	Revenue up 30% year-over-year.