Every 8-K that Lam Research Corp (LRCX) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow LRCX and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full LRCX filings page.
LAM RESEARCH CORP (LRCX) reported planned Board changes. On August 24, 2026, directors Sohail U. Ahmed and Michael R. Cannon each notified the Board of their decisions to retire from the Board, effective November 2, 2026. Upon their retirement, the size of the Board will decrease from 12 to 10 directors. The company highlights their long tenures and extensive committee service, including audit, compensation and human resources, innovation and technology, and nominating and governance committees.
Lam Research reported a strong June 28, 2026 quarter, with revenue of $6.72 billion, up from $5.84 billion in the March 2026 quarter, and U.S. GAAP diluted EPS of $1.81 versus $1.45. GAAP gross margin was 51.7% and operating margin 37.4%, both improving quarter over quarter. Net income reached $2.28 billion. Non-GAAP results were similar, with non-GAAP EPS of $1.82, gross margin of 52.0% and operating margin of 38.4%.
Cash, cash equivalents and restricted cash increased to $5.60 billion from $4.77 billion, primarily from operating cash flow of $1.46 billion. Deferred revenue rose to $2.43 billion, and estimated future revenue from shipments to Japan was $490.2 million. Systems revenue was $4.25 billion and customer support-related revenue $2.47 billion, with Taiwan and China the largest regions.
For the quarter ending September 27, 2026, Lam guides to revenue of $8.10 billion ± $400 million, gross margin of 52.0% ± 1%, operating margin of 39.5% ± 1%, and net income per diluted share of $2.15 ± $0.15, on a projected diluted share count of 1.255 billion. Management attributes performance to AI-driven demand and technology leadership.
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 Corporation filed an amended report to correct the version of a previously filed press release about a management transition, while confirming that the press release issued to the market and posted on its website was and remains accurate.
The board appointed Anirudh Devgan, Ph.D., as a director and member of the Innovation and Technology Committee, expanding the board by one seat. The company also announced that long-time chief operating officer Patrick J. Lord, Ph.D., will retire effective March 6, 2026, and that Seshasayee (Sesha) Varadarajan, formerly senior vice president of the Global Products Group, will become executive vice president and chief operating officer on that date. The filing notes there are no special arrangements, family relationships, or related-party transactions tied to these appointments, and that Devgan will receive standard non-employee director compensation and an indemnification agreement.
Lam Research Corporation filed a report describing board and executive leadership changes. The board appointed Anirudh Devgan, Ph.D. (age 56) as a director, effective immediately, and increased the board size by one seat. He also joined the Board’s Innovation and Technology Committee and will receive compensation consistent with other non-employee directors, along with the company’s standard indemnification agreement.
The company also announced that Patrick J. Lord, Ph.D. will retire as chief operating officer effective March 6, 2026, after more than two decades with Lam and Novellus Systems. At the same time, Seshasayee (Sesha) Varadarajan (age 51) will become executive vice president and chief operating officer. Varadarajan has held senior leadership roles at Lam and previously at Novellus since 1999. The company states there are no special arrangements, family relationships, or related-party transactions connected to these appointments.
Lam Research Corporation filed a current report to share that it has released financial results for its fiscal quarter ended December 28, 2025. The company distributed these results through a press release dated January 28, 2026, which is attached as Exhibit 99.1.
The disclosure is made under Item 2.02, relating to results of operations and financial condition, and is expressly treated as “furnished,” not “filed,” under securities laws. This limits how the information in the press release is incorporated into other regulatory filings and how certain legal liabilities apply.
Lam Research (LRCX) reported results of its Nov 4, 2025 annual meeting. Stockholders approved the Lam 2025 Stock Incentive Plan and an amendment to the Restated Certificate of Incorporation to limit the liability of certain officers to the fullest extent permitted by Delaware law. The amendment became effective upon filing with Delaware on November 4, 2025, and the company also filed a Restated Certificate that integrated prior amendments.
All director nominees were elected. “Say on Pay” was approved with 90.83% of votes cast. The new stock plan was approved with 93.79% of votes cast. KPMG LLP was ratified as independent auditor with 99.35% of votes cast. A shareholder proposal on special meeting rights received 41.36% support and was not approved.
Lam Research Corporation furnished an Item 2.02 Form 8‑K stating it issued a press release announcing financial results for the fiscal quarter ended September 28, 2025.
The press release is attached as Exhibit 99.1 and, along with Item 2.02, is furnished and not deemed filed under the Exchange Act, nor incorporated by reference. The filing notes the Company’s common stock (LRCX) is listed on the Nasdaq Global Select Market.
Lam Research Corporation announced that its Audit Committee dismissed Ernst & Young LLP (EY) and engaged KPMG LLP as the independent registered public accounting firm effective September 8, 2025 for the fiscal year 2026 audit. The filing states EY's audit reports for the fiscal years ended June 29, 2025 and June 30, 2024 were unqualified and contained no disagreements or reportable events during those periods or through September 8, 2025. The company provided EY with this report and obtained EY's letter dated September 11, 2025, which is attached as an exhibit. The filing also discloses that Lam and KPMG had no consultation during the reported periods about accounting applications, audit opinions, disagreements, or reportable events.