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 (LRCX) reported insider transactions by its Chief Legal Officer. On 10/27/2025, the officer sold 3,000 shares of common stock at $157.48, exercised employee stock options for 6,010 shares at an exercise price of $77.039, and sold 6,010 shares at $157.46.
Following these transactions, the officer beneficially owned 56,786.455 shares directly, which includes shares subject to unvested restricted stock units. The filing shows 12,020 derivative securities (employee stock options) remaining, expiring on 08/05/2031. The options referenced became exercisable in three equal installments on 03/01/2025, 03/01/2026, and 03/01/2027.
Lam Research (LRCX) reported stronger quarterly results. Revenue reached $5.324 billion, up from $4.168 billion a year ago, driven by higher systems sales and ongoing service demand. Gross margin improved to 50.4%, and net income rose to $1.569 billion with diluted EPS of $1.24. Operating income was $1.829 billion.
Systems revenue was $3.548 billion and customer support-related revenue was $1.777 billion. By region, China generated $2.283 billion, Taiwan $1.027 billion, and Korea $0.776 billion. Foundry represented 60% of leading/non-leading-edge equipment and upgrades, Memory 34%, and Logic/IDM 6%. Cash and cash equivalents were $6.693 billion, supported by $1.779 billion in operating cash flow. The company returned capital through $975.8 million of share repurchases and $292.0 million in dividends. Deferred revenue ended at $2.769 billion. Shares outstanding were 1,256,030 thousand as of October 22, 2025.
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 (LRCX): Insider transaction disclosed. A Senior Vice President reported an open‑market sale of 52,190 shares of common stock on 10/13/2025 at $138.9 per share (Transaction Code: S). The filing states the trade was effected under a Rule 10b5-1 trading plan adopted on June 11, 2025.
Following the sale, the officer beneficially owns 251,047 shares, held directly. The reported total includes shares subject to unvested restricted stock units. This filing reflects a personal share sale and ownership update by a company officer.
Lam Research provides its 2025 definitive proxy describing governance, executive pay, and recent financial results. Calendar year 2024 revenue was approximately $16.2 billion, about +13% versus 2023, with operating cash flow of approximately $4.6 billion (about 28% of revenues) and roughly $1.1 billion paid in dividends. For the combined March and June 2025 quarters, the company reported approximately $9.9 billion in revenue and $3.9 billion in operating cash flow, noting stronger wafer fabrication equipment spending and improved memory and foundry investments. Governance disclosures cover board composition, independence determinations, director nomination and refreshment practices, committee charters, stock ownership guidelines, and a clawback policy effective October 2, 2023. Compensation changes include base salary increases for named executives (ranging from +3.5% to +11.8%), a CEO target increase driven by a larger LTIP opportunity, and a 2025/2027 LTIP redesign replacing stock options with market-based PRSUs and service-based RSUs, including a payout cap when absolute TSR is negative.
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.
Lam Research has established a broad shelf registration that allows it to offer, from time to time, multiple types of securities including debt securities, common stock, preferred stock, depositary shares, warrants, rights, purchase contracts and units. The prospectus states offerings will be made by prospectus supplement that will specify terms. The company maintains a debt indenture under which debt securities would be issued with The Bank of New York Mellon Trust Company, N.A. acting as trustee. The filing incorporates by reference the company’s annual report for the fiscal year ended June 29, 2025 and other SEC filings and points investors to those incorporated documents for risk factors and financial detail.
Capital structure highlights shown in the prospectus include 4,000,000,000 authorized common shares (par $0.001), 5,000,000 authorized preferred shares (par $0.001), and 1,265,620,604 common shares outstanding as of August 7, 2025. Use of proceeds is stated as for general corporate purposes. The company’s common stock trades under the symbol LRCX on the Nasdaq Global Select Market.
Lam Research Corporation is a global supplier of wafer fabrication equipment and services focused on deposition, etch and clean technologies used by memory, foundry and integrated device manufacturers. The company highlights product families (ALTUS, SABRE, SPEED, Striker, VECTOR, Kiyo, Vantex, Syndion, Versys, Coronus and others) and a lifecycle service business (CSBG) that offers spares, upgrades, Equipment Intelligence and refurbished tools.
The company reports a significant international footprint with approximately 93% of revenue from non-U.S. sales in recent fiscal years, about 19,000 employees (~29% in R&D), major customers including Samsung Electronics and TSMC, an aggregate market value of common stock of $76,867,228,862 (Dec 29, 2024) and 1,265,621 thousand shares outstanding (Aug 7, 2025). The filing emphasizes R&D investment, ESG goals (net zero by 2050) and material risks including export controls, customer concentration, supply chain single-sourcing, cybersecurity threats, and industry cyclicality.
Lam Research (LRCX) Form 4: Chief Legal Officer Ava Harter reported two 2025 transactions in common stock.
- 08 Apr 2025 (Code P): Acquired 9.455 shares at $63.66 via the company’s dividend reinvestment program, lifting direct holdings to 65,056.455 shares.
- 05 Aug 2025 (Code F): 5,270 shares automatically withheld at $96.68 to cover tax on restricted-stock-unit vesting, reducing direct ownership to 59,786.455 shares.
No derivative securities were involved and no Rule 10b5-1 plan was indicated. The reporting person continues to hold roughly 60 k shares, signalling ongoing alignment, while the disposition appears administrative rather than a discretionary sale.