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 senior vice president Neil J. Fernandes reported an equity award vesting that increased his direct shareholdings. On February 3, 2026, 14,380 market-based performance restricted stock units, originally granted on March 1, 2023, were settled, resulting in the acquisition of 21,570 shares of common stock at $0 per share under transaction code M. After this transaction, he held 92,768 Lam Research common shares directly and 1,015.399 shares indirectly through a 401(k). The award’s vesting level is tied to Lam Research total shareholder return versus the PHLX Semiconductor total return index over the period from February 1, 2023 through January 31, 2026.
Lam Research executive Patrick J. Lord reported the vesting of a performance-based equity award. On 02/03/2026, he acquired 63,345 shares of Lam Research common stock at a price of $0 per share through a transaction coded "M," reflecting the settlement of Market-based Performance Restricted Stock Units originally granted on 03/01/2023.
Following this transaction, Lord directly beneficially owned 138,803 common shares, an amount that includes shares subject to unvested restricted stock units. The 2023 award’s payout is tied to Lam Research’s total shareholder return versus the PHLX Semiconductor total return index over a performance period from 02/01/2023 through 01/31/2026.
Lam Research senior vice president Vahedi Vahid reported an equity award transaction involving both derivative and common shares. On 02/03/2026, 33,180 market-based performance restricted stock units with a $0 exercise price were converted, and 49,770 shares of common stock were acquired at $0, bringing his directly held stake to 300,817 shares, including shares subject to unvested restricted stock units.
The performance units were originally granted on 03/01/2023 and are designed to vest between 0% and 150% on 03/01/2026. Their vesting depends on Lam Research’s total shareholder return, including dividends, compared with the PHLX Semiconductor sector total return index over the performance period from 02/01/2023 through 01/31/2026.
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 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 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.