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.
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.
LAM RESEARCH CORP executive Karthikeyan Rammohan filed an initial Form 3 reporting his equity holdings as SVP, Global Ops & Ent Solns. The filing lists direct holdings of common stock and multiple grants of market-based performance restricted stock units that vest between 0% and 150% based on total shareholder return versus the PHLX Semiconductor Total Return Index over multi‑year performance periods ending in 2027, 2028, and 2029. It also notes additional common stock held indirectly through a trust and a 401(k) plan.
Lam Research Chief Financial Officer & EVP Douglas R. Bettinger reported multiple stock transactions. He exercised employee stock options for 51,270 shares at $49.092 and 26,480 shares at $98.153, receiving an equivalent number of common shares. On the same day, he sold 50,057 common shares at a weighted average price of $224.03, in transactions between $223.90 and $224.39. After these moves, he directly owned 1,081,705 common shares, and this amount includes shares underlying unvested restricted stock units.
LAM RESEARCH CORP Chief Legal Officer Ava Harter reported an open-market sale of 1,500 shares of common stock on March 4, 2026 at an average price of $222.66 per share. After this transaction, she directly owns 53,205.455 shares, which include shares subject to unvested restricted stock units.
LRCX reported an insider sale and recent restricted stock vesting. Ava A. Harter sold $930,000 worth of common stock (4,000 shares) on 03/02/2026. The filing also lists restricted stock vesting from the issuer of 1,478 shares on 02/28/2026 and 22 shares on 03/01/2026.