LRCXEarnings Release财报快讯Media source媒体来源Source link原始来源by InvestLog AIInvestLog AI 整理

Event time: 事件时间：21/10/2026 20:05:00 UTC2026/10/21 20:05:00 UTC

Published: 文章发布：21/10/2026 20:33:59 UTC2026/10/21 20:33:59 UTC

LRCX earnings release — EPS in line +0.9% · revenue in line +1.0%拉姆研究 (LRCX) 财报发布 — EPS 基本符合预期+0.9% · 营收基本符合预期+1.0%

Key Results

EPS: $2.20 vs $2.18 estimate, in line+0.9%.

Revenue: $8.2B vs $8.1B estimate, in line+1.0%.

Period: 2027 Q1 period ended 2026-09-27

Revenue: $8.2B; YoY: +54.4%; QoQ: +22.3%

Gross profit: $4.3B; Gross margin: 52.3%

Operating income: $3.3B; Operating margin: 40.0%; YoY: +79.5%; QoQ: +30.6%

Net income: $2.8B; GAAP diluted EPS: $2.19; YoY: +75.5%; QoQ: +20.9%

Operating cash flow: $3.5B; Capex: $0; Free cash flow: $3.5B

Cash: $7.4B; Total debt: $3.7B; Net cash: $3.7B

Official release: Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026

EPS：$2.20 vs $2.18 预期，基本符合预期+0.9%。

营收：$8.2B vs $8.1B 预期，基本符合预期+1.0%。

期间：2027 Q1（截至 2026-09-27）

营收：$8.2B；同比：+54.4%；环比：+22.3%

毛利润：$4.3B；毛利率：52.3%

经营利润：$3.3B；经营利润率：40.0%；同比：+79.5%；环比：+30.6%

净利润：$2.8B；GAAP 稀释 EPS：$2.19；同比：+75.5%；环比：+20.9%

经营现金流：$3.5B；资本开支：$0；自由现金流：$3.5B

现金：$7.4B；总债务：$3.7B；净现金：$3.7B

For information only. Not investment advice.内容仅供参考，不构成投资建议。