Welcome to our dedicated page for Lam Research SEC filings (Ticker: LRCX), a comprehensive resource for investors and traders seeking official regulatory documents including 10-K annual reports, 10-Q quarterly earnings, 8-K material events, and insider trading forms.
Lam Research Corp. filings document regulatory disclosures for a semiconductor wafer fabrication equipment company. Its Form 8-K reports include operating results and financial-condition updates, material-event disclosures, exhibits for quarterly earnings releases, governance matters, capital-structure items, and changes affecting security-holder rights.
Lam Research proxy and related filings cover annual meeting proposals, director elections, executive compensation advisory votes, stock incentive plan approvals, auditor ratification, charter amendments, stockholder proposals, and changes in the company’s independent registered public accounting firm.
LRCX submitted a Form 144 reporting a proposed sale of 59,490 shares on 05/14/2026. The filing lists three option-related lots of 21,220, 28,140 and 10,130 shares tied to options granted on 03/01/2024, 03/01/2023 and 03/01/2022cash transactions through Fidelity Brokerage Services LLC on NASDAQ.
LAM Research Senior Vice President Neil J. Fernandes reported an open-market sale of 18,170 shares of LAM Research common stock at $255.14 per share. The transaction is coded as an open-market sale and was carried out under a Rule 10b5-1 trading plan adopted on November 17, 2025.
Following this sale, Fernandes directly holds 66,129 shares of LAM Research common stock. He also has an indirect holding of 1,015.399 shares through a 401(k) plan, and this amount includes shares subject to unvested restricted stock units.
LRCX notice of a proposed brokered sale: 18,170 shares of Common Stock are listed for sale through Fidelity Brokerage Services LLC with an aggregate value of $4,635,893.80, and the filing shows 05/01/2026 and NASDAQ.
The filing also lists underlying restricted stock vesting entries of 7,500 shares (03/01/2022) and 10,670 shares (03/01/2024) that relate to compensation awards; the notice names the broker as the selling channel.
Vanguard Capital Management reported beneficial ownership of 93,575,293 shares of Lam Research Corp common stock, representing 7.49% of the class. The filing shows sole dispositive power over those shares and sole voting power of 12,419,549 shares. The filing lists Vanguard affiliates that exercise voting or dispositive power on behalf of funds and clients.
LAM RESEARCH CORP Chief Legal Officer Ava Harter reported an option exercise-and-sale transaction in company stock. On April 27, 2026, she exercised employee stock options to acquire 6,010 shares of common stock at $77.039 per share and then sold 6,010 shares in an open-market transaction at $258.66 per share.
After these transactions, Harter directly owned about 53,205.455 shares of Lam Research common stock. A footnote states that this amount includes shares subject to unvested restricted stock units.
Form 144 filed for LRCX lists a proposed sale of 6,010 shares of Common stock through Fidelity Brokerage Services LLC with an aggregate amount of $1,554,547.20 and a transaction date of 04/27/2026. The filing also discloses recent dispositions by Ava Harter: 4,000 shares sold on 03/02/2026 for $930,000 and 1,500 shares sold on 03/04/2026 for $333,990.
Lam Research reported strong results for the quarter ended March 29, 2026, with revenue of $5,841,488,000 and net income of $1,825,460,000. Revenue grew across both systems and customer support, helped by higher foundry and memory spending, especially in DRAM. Gross margin was 49.8%, reflecting improved factory efficiencies.
Operating expenses rose modestly as the company continued to invest in R&D and added headcount, yet diluted EPS still reached $1.45. Cash from operations was $4.40 billion over nine months, funding $3.60 billion of share repurchases, $945.3 million of dividends, and $777.6 million of capital spending while also retiring $750 million of senior notes.
Lam Research Corporation reported strong results for the quarter ended March 29, 2026, with revenue of $5.84 billion, up from $5.34 billion in the prior quarter. U.S. GAAP gross margin was 49.8% and operating margin was 35.0%, generating net income of $1.83 billion or $1.45 per diluted share.
On a non-GAAP basis, gross margin was 49.9%, operating margin was 35.0%, and net income was $1.85 billion or $1.47 per diluted share. Management highlighted record revenue and EPS, supported by AI-driven semiconductor demand.
For the quarter ending June 28, 2026, Lam guides to revenue of $6.60 billion ± $400 million, gross margin of 50.5% ± 1%, operating margin of 36.5% ± 1%, and net income per diluted share of $1.65 ± $0.15. Cash, cash equivalents, and restricted cash ended the quarter at $4.77 billion, after significant capital returns and debt repayment.
Lam Research Corp: The Vanguard Group filed Amendment No. 14 to a Schedule 13G/A reporting that, after an internal realignment, it beneficially owns 0 shares of common stock, representing 0% of the class. The filing states certain Vanguard subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
Lam Research Corp director Abhijit Y. Talwalkar reported a bona fide gift of 4,571 shares of common stock on March 10, 2026. The shares were transferred at a reported price of $0.00 per share, consistent with a non-cash charitable or personal gift. Following this disposition, Talwalkar directly holds 105,424 shares of Lam Research common stock, and this amount includes shares underlying unvested restricted stock units.