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2026-09-02 UTC
 

Lam Research Corporation (LRCX) research: valuation against peers, fundamentals over time, risk and news coverage

Guidance reliability · LRCXmethodology·all companies

Guides conservatively — lands inside its own range but in the upper half of it, averaging +2.4% against the midpoint across 55 forecasts.

n = 55 resolved forecasts · Q3 FY2022 to Q3 FY2026 · 8 still outstanding

Pattern
conservatively
55 resolved
Avg. signed deviation
−1.9%
outside its own range
Avg. vs midpoint
+2.4%
where in the range it lands
Avg. range width
17.5%
room it leaves itself
Above guidance13In line40Below guidance2

Next report expected 28 Oct 2026 (Q4 FY2026) — Estimated from the issuer's own filing history: FY2025Q4 results were released on 2025-07-30. source

The record — 63 forecastsevery figure sourced
Every forecast LRCX management issued in its own earnings releases, with the outcome the company later reported and a link to both source documents.
PeriodMeasureGuidedIssuedReportedLandedDeviationVerdictSources
Q4 FY2026EPS (adj.)$1.50–$1.802026-04-22———PENDINGguidance
“Net income per diluted share $1.65 +/- $0.15 $ 3.3 Million $1.65 +/- $0.15”
Q4 FY2026EPS$1.50–$1.802026-04-22———PENDINGguidance
“Net income per diluted share $1.65 +/- $0.15 $ 3.3 Million $1.65 +/- $0.15”
Q4 FY2026Revenue$6.20–$7.00bn2026-04-22———PENDINGguidance
“Revenue $6.60 Billion +/- $400 Million — $6.60 Billion +/- $400 Million”
Q3 FY2026EPS (adj.)$1.25–$1.452026-01-28$1.47+1.5%ABOVEguidance · result
“Net income per diluted share $1.35 +/- $0.10 $ 3.5 Million $1.35 +/- $0.10”
Q3 FY2026EPS$1.25–$1.452026-01-28$1.450.0%IN LINEguidance · result
“Net income per diluted share $1.35 +/- $0.10 $ 3.5 Million $1.35 +/- $0.10”
Q3 FY2026Revenue (adj.)$5.40–$6.00bn2026-01-28———PENDINGguidance
“Revenue $5.70 Billion +/- $300 Million — $5.70 Billion +/- $300 Million”
Q3 FY2026Revenue$5.40–$6.00bn2026-01-28$5.84bn0.0%IN LINEguidance · result
“Revenue $5.70 Billion +/- $300 Million — $5.70 Billion +/- $300 Million”
Q2 FY2026EPS (adj.)$1.05–$1.252025-10-22$1.27+1.7%ABOVEguidance · result
“Net income per diluted share $1.15 +/- $0.10 $ 3.5 Million $1.15 +/- $0.10”
Q2 FY2026EPS$1.05–$1.252025-10-22$1.26+0.9%ABOVEguidance · result
“Net income per diluted share $1.15 +/- $0.10 $ 3.5 Million $1.15 +/- $0.10”
Q2 FY2026Revenue (adj.)$4.90–$5.50bn2025-10-22$5.34bn0.0%IN LINEguidance · result
“Revenue $5.20 Billion +/- $300 Million — $5.20 Billion +/- $300 Million”
Q2 FY2026Revenue$4.90–$5.50bn2025-10-22$5.34bn0.0%IN LINEguidance · result
“Revenue $5.20 Billion +/- $300 Million — $5.20 Billion +/- $300 Million”
Q1 FY2026EPS (adj.)$1.10–$1.302025-07-30$1.260.0%IN LINEguidance · result
“Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
Q1 FY2026EPS$1.10–$1.302025-07-30$1.240.0%IN LINEguidance · result
“Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
Q1 FY2026Revenue$4.90–$5.50bn2025-07-30$5.32bn0.0%IN LINEguidance · result
“Revenue $5.20 Billion +/- $300 Million — $5.20 Billion +/- $300 Million”
Q4 FY2025EPS (adj.)$1.10–$1.302025-04-23$1.33+2.5%ABOVEguidance · result
“Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
Q4 FY2025EPS$1.10–$1.302025-04-23$1.35+4.2%ABOVEguidance · result
“Net income per diluted share $1.20 +/- $0.10 $ 3.7 Million $1.20 +/- $0.10”
Q4 FY2025Revenue$4.70–$5.30bn2025-04-23$5.17bn0.0%IN LINEguidance · result
“Revenue $5.00 Billion +/- $300 Million — $5.00 Billion +/- $300 Million”
Q3 FY2025EPS (adj.)$0.90–$1.102025-01-29$1.040.0%IN LINEguidance · result
“Net income per diluted share $1.00 +/- $0.10 $ 3.9 Million $1.00 +/- $0.10”
Q3 FY2025EPS$0.90–$1.102025-01-29$1.030.0%IN LINEguidance · result
“Net income per diluted share $1.00 +/- $0.10 $ 3.9 Million $1.00 +/- $0.10”
Q3 FY2025Revenue (adj.)$4.35–$4.95bn2025-01-29———PENDINGguidance
“Revenue $4.65 Billion +/- $300 Million — $4.65 Billion +/- $300 Million”
Q3 FY2025Revenue$4.35–$4.95bn2025-01-29$4.72bn0.0%IN LINEguidance · result
“Revenue $4.65 Billion +/- $300 Million — $4.65 Billion +/- $300 Million”
Q2 FY2025EPS (adj.)$0.77–$0.972024-10-23$0.910.0%IN LINEguidance · result
“Net income per diluted share $0.87 +/- $0.10 $ 3.9 Million $0.87 +/- $0.10”
Q2 FY2025EPS$0.77–$0.972024-10-23$0.920.0%IN LINEguidance · result
“Net income per diluted share $0.87 +/- $0.10 $ 3.9 Million $0.87 +/- $0.10”
Q2 FY2025Revenue (adj.)$4.00–$4.60bn2024-10-23$4.38bn0.0%IN LINEguidance · result
“Revenue $4.30 Billion +/- $300 Million — $4.30 Billion +/- $300 Million”
Q2 FY2025Revenue$4.00–$4.60bn2024-10-23$4.38bn0.0%IN LINEguidance · result
“Revenue $4.30 Billion +/- $300 Million — $4.30 Billion +/- $300 Million”
Q1 FY2025EPS (adj.)$7.25–$8.752024-07-31$0.86−79.9%BELOWguidance · result
“Net income per diluted share $7.97 +/- $0.75 $ 4.3 Million $8.00 +/- $0.75”
Q1 FY2025EPS$7.22–$8.722024-07-31$0.86−79.8%BELOWguidance · result
“Net income per diluted share $7.97 +/- $0.75 $ 4.3 Million $8.00 +/- $0.75”
Q1 FY2025Revenue (adj.)$3.75–$4.35bn2024-07-31$4.17bn0.0%IN LINEguidance · result
“Revenue $4.05 Billion +/- $300 Million — $4.05 Billion +/- $300 Million”
Q1 FY2025Revenue$3.75–$4.35bn2024-07-31$4.17bn0.0%IN LINEguidance · result
“Revenue $4.05 Billion +/- $300 Million — $4.05 Billion +/- $300 Million”
Q4 FY2024EPS (adj.)$6.75–$8.252024-04-24$8.140.0%IN LINEguidance · result
“Net income per diluted share $7.20 +/- $0.75 $ 39 Million $7.50 +/- $0.75”
Q4 FY2024EPS$6.45–$7.952024-04-24$7.780.0%IN LINEguidance · result
“Net income per diluted share $7.20 +/- $0.75 $ 39 Million $7.50 +/- $0.75”
Q4 FY2024Revenue (adj.)$3.50–$4.10bn2024-04-24$3.87bn0.0%IN LINEguidance · result
“Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
Q4 FY2024Revenue$3.50–$4.10bn2024-04-24$3.87bn0.0%IN LINEguidance · result
“Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
Q3 FY2024EPS (adj.)$6.50–$8.002024-01-24$7.790.0%IN LINEguidance · result
“Net income per diluted share $6.90 +/- $0.75 $ 46 Million $7.25 +/- $0.75”
Q3 FY2024EPS$6.15–$7.652024-01-24$7.340.0%IN LINEguidance · result
“Net income per diluted share $6.90 +/- $0.75 $ 46 Million $7.25 +/- $0.75”
Q3 FY2024Revenue (adj.)$3.40–$4.00bn2024-01-24$3.79bn0.0%IN LINEguidance · result
“Revenue $3.7 Billion +/- $300 Million — $3.7 Billion +/- $300 Million”
Q3 FY2024Revenue$3.40–$4.00bn2024-01-24$3.79bn0.0%IN LINEguidance · result
“Revenue $3.7 Billion +/- $300 Million — $3.7 Billion +/- $300 Million”
Q2 FY2024EPS (adj.)$6.25–$7.752023-10-18$7.520.0%IN LINEguidance · result
“$7.00 +/- $0.75”
Q2 FY2024EPS$6.03–$7.532023-10-18$7.220.0%IN LINEguidance · result
“Net income per diluted share $6.78 +/- $0.75”
Q2 FY2024Revenue (adj.)$3.40–$4.00bn2023-10-18$3.76bn0.0%IN LINEguidance · result
“Revenue $3.7 Billion +/- $300 Million”
Q2 FY2024Revenue$3.40–$4.00bn2023-10-18$3.76bn0.0%IN LINEguidance · result
“Revenue $3.7 Billion +/- $300 Million”
Q4 FY2023EPS (adj.)$4.25–$5.752023-04-19$5.98+4.6%ABOVEguidance · result
“Net income per diluted share $4.75 +/- $0.75 $ 33 Million $5.00 +/- $0.75”
Q4 FY2023EPS$4.00–$5.502023-04-19$5.97+9.9%ABOVEguidance · result
“Net income per diluted share $4.75 +/- $0.75 $ 33 Million $5.00 +/- $0.75”
Q4 FY2023Revenue$2.80–$3.40bn2023-04-19$3.21bn0.0%IN LINEguidance · result
“Revenue $3.1 Billion +/- $300 Million — $3.1 Billion +/- $300 Million”
Q3 FY2023EPS (adj.)$5.75–$7.252023-01-25$6.990.0%IN LINEguidance · result
“Net income per diluted share $5.95 +/- $0.75 $ 74 Million $6.50 +/- $0.75”
Q3 FY2023EPS$5.20–$6.702023-01-25$6.010.0%IN LINEguidance · result
“Net income per diluted share $5.95 +/- $0.75 $ 74 Million $6.50 +/- $0.75”
Q3 FY2023Revenue (adj.)$3.50–$4.10bn2023-01-25———PENDINGguidance
“Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
Q3 FY2023Revenue$3.50–$4.10bn2023-01-25$3.87bn0.0%IN LINEguidance · result
“Revenue $3.8 Billion +/- $300 Million — $3.8 Billion +/- $300 Million”
Q2 FY2023EPS (adj.)$9.25–$10.752022-10-19$10.710.0%IN LINEguidance · result
“$10.00 +/- $0.75”
Q2 FY2023EPS$9.23–$10.732022-10-19$10.77+0.4%ABOVEguidance · result
“Net income per diluted share $9.98 +/- $0.75”
Q2 FY2023Revenue (adj.)$4.80–$5.40bn2022-10-19———PENDINGguidance
“Revenue $5.1 Billion +/- $300 Million”
Q2 FY2023Revenue$4.80–$5.40bn2022-10-19$5.28bn0.0%IN LINEguidance · result
“Revenue $5.1 Billion +/- $300 Million”
Q1 FY2023EPS (adj.)$8.75–$10.252022-07-27$10.42+1.8%ABOVEguidance · result
“Net income per diluted share $9.48 +/- $0.75 $ 3 Million $9.50 +/- $0.75”
Q1 FY2023EPS$8.73–$10.232022-07-27$10.39+1.7%ABOVEguidance · result
“Net income per diluted share $9.48 +/- $0.75 $ 3 Million $9.50 +/- $0.75”
Q1 FY2023Revenue$4.60–$5.20bn2022-07-27$5.07bn0.0%IN LINEguidance · result
“Revenue $4.9 Billion +/- $300 Million — $4.9 Billion +/- $300 Million”
Q4 FY2022EPS (adj.)$6.50–$8.002022-04-20$8.83+11.4%ABOVEguidance · result
“Net income per diluted share $7.18 +/- $0.75 $ 10 Million $7.25 +/- $0.75”
Q4 FY2022EPS$6.43–$7.932022-04-20$8.74+11.3%ABOVEguidance · result
“Net income per diluted share $7.18 +/- $0.75 $ 10 Million $7.25 +/- $0.75”
Q4 FY2022Revenue (adj.)$3.90–$4.50bn2022-04-20———PENDINGguidance
“Revenue $4.20 Billion +/- $300 Million — $4.20 Billion +/- $300 Million”
Q4 FY2022Revenue$3.90–$4.50bn2022-04-20$4.64bn+3.2%ABOVEguidance · result
“Revenue $4.20 Billion +/- $300 Million — $4.20 Billion +/- $300 Million”
Q3 FY2022EPS (adj.)$6.70–$8.202022-01-26$7.400.0%IN LINEguidance · result
“Net income per diluted share $7.36 +/- $0.75 $ 12 Million $7.45 +/- $0.75”
Q3 FY2022EPS$6.61–$8.112022-01-26$7.300.0%IN LINEguidance · result
“Net income per diluted share $7.36 +/- $0.75 $ 12 Million $7.45 +/- $0.75”
Q3 FY2022Revenue (adj.)$3.95–$4.55bn2022-01-26$4.06bn0.0%IN LINEguidance · result
“Revenue $4.25 Billion +/- $300 Million — $4.25 Billion +/- $300 Million”
Q3 FY2022Revenue$3.95–$4.55bn2022-01-26$4.06bn0.0%IN LINEguidance · result
“Revenue $4.25 Billion +/- $300 Million — $4.25 Billion +/- $300 Million”

Every figure above is read from the company’s own filings. “Guidance” links to the 8-K exhibit that issued the forecast; “result” links to the exhibit in which the company reported the outcome. Nothing here is an analyst estimate. How this is measured.

Coverage universe: S&P 100. This is a factual record of what a company forecast and what it then reported. It is not investment advice, and it is not a view on the company’s prospects — we publish the measurement and draw no conclusion from it.
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LRCX

Lam Research Corporation
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52-week range97.03 – 433.33
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