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.
The Lam Research Corporation (NASDAQ: LRCX) SEC filings page provides access to the company’s official regulatory disclosures, offering detailed insight into its operations as a global supplier of wafer fabrication equipment and services to the semiconductor industry. These documents are a primary source for understanding Lam’s financial performance, governance, capital structure, and key corporate decisions.
Investors can review current reports on Form 8-K, where Lam reports material events such as quarterly financial results, changes in its independent registered public accounting firm, and outcomes of stockholder meetings. For example, Lam has used Form 8-K to furnish earnings releases for quarters ended June 29, 2025 and September 28, 2025, to disclose the transition of its independent auditor from Ernst & Young LLP to KPMG LLP, and to report stockholder approval of the Lam 2025 Stock Incentive Plan and amendments to its Restated Certificate of Incorporation.
The company’s definitive proxy statement on Schedule 14A provides extensive information on corporate governance, board composition, executive compensation, equity incentive plans, and the items submitted to stockholders for vote at the annual meeting. This includes proposals related to director elections, advisory votes on executive compensation, auditor ratification, amendments to the certificate of incorporation, and stockholder proposals.
Through Lam’s annual and quarterly reports filed on Forms 10-K and 10-Q, users can examine comprehensive financial statements, management’s discussion and analysis, risk factors, and segment and geographic revenue details relevant to the semiconductor machinery manufacturing business. These filings complement the summarized data in earnings releases and help explain trends in systems revenue, customer support-related revenue, margins, cash balances, and other key metrics.
On Stock Titan, Lam Research filings are updated as they are posted to the SEC’s EDGAR system. AI-powered tools can assist by highlighting important sections, summarizing complex disclosures, and helping users locate information on topics such as stock incentive plans, auditor changes, dividend declarations, and board-authorized corporate actions. This makes it easier to interpret lengthy documents like 10-Ks, 10-Qs, and proxy statements, and to track how Lam’s regulatory reporting reflects its role in the semiconductor equipment industry.
Lam Research senior vice president Varadarajan Seshasayee acquired 53,925 shares of common stock on 02/03/2026 through the exercise of market-based performance restricted stock units at $0 per share. Following the transaction, he directly beneficially owned 249,564 common shares, including shares subject to unvested restricted stock units, and indirectly held 2,366.932 shares through a 401(k) plan.
The exercised award originally covered 35,950 market-based performance restricted stock units granted on 03/01/2023, with vesting tied to Lam Research total shareholder return versus the PHLX Semiconductor sector index over a performance period from 02/01/2023 through 01/31/2026.
Research Corp director Anirudh Devgan has filed an initial ownership report showing no common stock holdings. The Form 3 indicates that as of the event date of 02/03/2026, he beneficially owns 0 shares of Research Corp common stock, held in direct form.
Lam Research president and CEO Timothy Archer reported equity award activity involving both derivative units and common stock. On 02/04/2026, an award of 181,020 market-based performance restricted stock units coded "M" was settled at an exercise price of $0, leaving 0 such units directly owned. On the same date, Archer acquired 271,530 shares of Lam Research common stock, also coded "M" at a price of $0, and directly held 1,203,939 common shares following the transaction. He also indirectly holds 48,025.775 shares through a 401(k) account and 5,670.061 shares through a spouse’s 401(k). The footnotes explain that the original 181,020 performance units were granted on 03/01/2023 with vesting between 0% and 150% based on Lam Research total shareholder return versus the PHLX Semiconductor total return index over the performance period from 02/01/2023 through 01/31/2026, with vesting scheduled on 03/01/2026.
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 delivered stronger results for the quarter and six months ended December 28, 2025. Revenue for the first six months rose to $10.67 billion from $8.54 billion a year earlier, while net income increased to $3.16 billion from $2.31 billion. Gross margin improved to 50.0% of revenue from 47.7%, helped by favorable customer mix.
Foundry customers drove 60% of leading- and non-leading-edge equipment and upgrade revenue in the six-month period, with China and Taiwan together accounting for 59% of revenue in the December quarter. Cash, cash equivalents, and restricted cash totaled $6.20 billion, after $2.44 billion of share repurchases and $619.5 million of dividends during the six months. Deferred revenue stood at $2.25 billion, reflecting a substantial future revenue pipeline.
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 Corp. reported insider trading activity by its President and CEO on 12/17/2025. The filing shows sales and an option exercise in Lam Research common stock carried out under a Rule 10b5-1 trading plan adopted on August 19, 2025.
The CEO sold 50,000 shares of common stock at $163.86 per share, then exercised an employee stock option for 113,300 shares at an exercise price of $17.675 per share. Those 113,300 shares were then sold on the same day at $163.86 per share. After these transactions, the CEO directly beneficially owned 932,409 shares of Lam Research common stock, which includes shares subject to unvested restricted stock units.
The filing also lists indirect holdings of 48,025.816 shares through a 401(k) plan and 5,670.097 shares through the spouse's 401(k) plan, reflecting additional indirect economic exposure to Lam Research stock.
LAM RESEARCH CORP executive leadership reported an insider share sale. The company’s Chief Financial Officer and Executive Vice President filed a Form 4 disclosing the sale of 40,080 shares of common stock on 11/14/2025. The transaction was coded as a sale and carried a weighted average sale price of $150.6 per share, based on multiple trades within a narrow price range. Following this transaction, the officer reports beneficial ownership of 987,237 shares of Lam Research common stock, which includes shares subject to unvested restricted stock units.
Lam Research (LRCX) director reported insider transactions. On 11/07/2025, the reporting person acquired 1,635 shares at $0 and sold 30 shares at $159.52 pursuant to a Rule 10b5-1 trading plan adopted on November 12, 2024. On 11/10/2025, 1,622 shares were transferred as a gift to the Mayer Family Trust for no consideration.
Following these transactions, the reporting person held 1,635 shares directly and 30,552 shares indirectly via the trust. The filing notes that the person is trustee and the trust’s beneficiaries are the reporting person and immediate family, and that the reporting person remains the beneficial owner of the trust-held securities.