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The quarter ending September 27, 2026, against the same quarter a year earlier.
| Measure | 3 months toSep 27, 2026 | 3 months toSep 28, 2025 | Change |
|---|---|---|---|
| Total Revenue | $8.2B | $5.3B | +54.38% |
| Profit | $2.8B | $1.6B | +75.51% |
| Profit per share | $2.19 | $1.24 | +76.61% |
| Free Cash Flow | $3.2B | $1.6B | +103.28% |
These are single quarters, not a trailing year — the figures elsewhere on this site cover twelve months and will be much larger. A seasonal business swings a long way between the two: ServiceNow earns $2.0B of free cash flow in its December quarter and $0.5B in its June one.
Compared against the same quarter a year earlier, not against an analyst forecast. A “beat” or “miss” needs a consensus estimate, which is licensed data we do not carry — and getting it wrong is worse than leaving it out.
A short summary of each call — what the quarter showed, what management expects and whether they delivered on what they said last time — with the full transcript underneath.
“With AI driving higher semiconductor demand and greater device complexity, our focus on operational execution helped Lam deliver record revenue, profit, and earnings per share in the September quarter,”
Quoted verbatim from the release, and shown only when the filing attributes it to a named person.
Releases land before the open or after the close, so the window runs from the close before the report day to the close of the session after it — the reaction is inside it either way.
The quote and the company description come from LAM Research Corp.’s Item 2.02 8-K filed October 21, 2026; the table is built from its quarterly reports. Read the release on EDGAR Share prices are split- and dividend-adjusted.
Lam Research makes equipment and provides services used to manufacture semiconductors.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Source: Yahoo Finance, transcribed by Quartr. Speaker names and roles are as transcribed; analysts are sometimes unnamed.
Call summaries are part of Pro
A two-minute read of every LAM Research Corp. earnings call: the numbers that mattered, what management expects, whether they delivered on last quarter’s outlook, and what analysts asked that went unanswered.
See one first on , , , or — open to everyone.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
Summaries of earlier calls are part of Pro.
