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 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.
Lam Research (LRCX) disclosed that a company director acquired 1,635 shares of common stock on 11/07/2025 at a reported price of $0.
After this transaction, the director beneficially owned 18,475 shares, held directly. The reported total includes shares subject to unvested restricted stock units.
Lam Research (LRCX) Form 4: A director acquired 1,635 shares of common stock on 11/07/2025 at a price of $0. Following this transaction, the director beneficially owns 9,664 shares.
The filing notes that the reported amount includes shares subject to unvested restricted stock units. Ownership is listed as direct.
Lam Research (LRCX) reported an insider transaction by a director. On 11/07/2025, the director acquired 1,635 shares of common stock at $0. Following the transaction, the director beneficially owned 5,322 shares directly and 560 shares indirectly via a trust. The reported direct amount includes shares subject to unvested restricted stock units.