Lam Research Corp (LRCX) — the earnings record
Computed on 2026-09-18 from the vendor's per-print history with the Print Record's method — no desk-written read yet. An investment research diary, not advice.
The record at a glance
Reactions across the covered prints span -16.4% to +16.7% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries est EPS $2.15 · est revenue ~$8.13B into the next print.
Print by print
| Date | EPS | Revenue | |
|---|---|---|---|
| Jul 26 | 2026-07-29 | ✓ beat | ✓ beat |
| Apr 26 | 2026-04-22 | ✓ beat | ✓ beat |
| Jan 26 | 2026-01-28 | ✓ beat | ✓ beat |
| Oct 25 | 2025-10-22 | ✓ beat | ✓ beat |
| Jul 25 | 2025-07-30 | ✓ beat | ✓ beat |
| Apr 25 | 2025-04-23 | ✓ beat | ✓ beat |
| Jan 25 | 2025-01-29 | ✓ beat | ✓ beat |
| Oct 24 | 2024-10-23 | ✓ beat | ✓ beat |
| Jul 24 | 2024-07-31 | ✓ beat | ✓ beat |
| Apr 24 | 2024-04-24 | ✗ miss | ✓ beat |
Report-day close to the close three sessions later on adjusted closes, ±3% bands — the same method as every hand-written card; the Print Record method explains the bands. No reaction chart, metric line or behavior read exists for LRCX yet.
FAQ · from the current data · as of 2026-09-18
Quick answers
How often does Lam Research Corp beat earnings estimates?
Across the last 10 covered prints (as of the 2026-09-18 card), Lam Research Corp beat EPS estimates 9 of 10 times and revenue estimates 10 of 10 times, with 9 double beats.
How does LRCX stock react to earnings?
Measured close-of-print-day to the close three sessions later: 6 of the last 10 prints resolved up (beyond +3%), 3 flat, 1 down — reactions spanning -16.4% to +16.7%. Beat-or-miss and reaction are scored separately because they frequently disagree.
What was LRCX's biggest earnings reaction?
+16.7% over the three sessions after the Jul 26 print (2026-07-29).
When does Lam Research Corp report earnings next?
2026-10-21 (2026-10-21 · est EPS $2.15 · est revenue ~$8.13B). This record is computed from the vendor's per-print history with the Print Record's method; a desk-written card for LRCX does not exist yet. An investment research diary, not advice.
Mentioned on Closelooknet
Where LRCX appears in the diary — 15 pieces, newest first. Every link is our own writing.
Go deeper
Dailies
- Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the Nasdaq
The chip-equipment makers fell for a second day — KLA −4.5%, Lam Research −3.4%.
- S&P 500 — record high as Marvell jumps 7.6% on its investor day; chip-machine makers slide
The makers of chip-production machines fall: KLA −4.3%, Lam Research −3.1%, Applied Materials −1.9%.
- Memory — Samsung and SK Hynix drop 4% as Seoul reopens, storage follows; Nasdaq futures slip
- Asian Chips — Korea’s chip exports more than tripled and the Kospi touched 7,000, with Tokyo shut
The equipment three rose hard on Friday and still lost the week: Applied Materials $444.57, +6.5% on the day and −2.6% over five sessions; Lam Research $288.11, +7.0% and −3.4%; KLA $176.99, +4.7% and −2.0%.
- Expiry Friday — the equipment names join at last: Applied +4.4%, Lam +5.2%, memory ETF over $58, 10-year back at 5%
Applied Materials +4.4% to $435.73, Lam Research +5.2% to $283.41, KLA +2.7% to $173.56 — the equipment three that only stopped falling on Thursday are leading the semiconductor ETF +1.1% to $524.57 at midday, above the $505 and $517.43…
- Yen — the Bank of Japan hikes and the dollar holds 157: the carry trade pays, the lines held, chips +3.4% over $505
The design side was bought wide — Arm +8.6%, Intel +7.7%, AMD +6.4% to $545.09, Micron +5.5% to $977.50, Marvell +4.8%, TSMC +3.0%, Nvidia +2.5% to $219.34, Astera Labs +9.1% — and the equipment three only stopped falling: Applied…
- Rates — the Fed hikes and the 10-year closes above 5%: the belly sold, the relief unwound, chips back under $505
The sort we have carried since Monday held its shape: the design names were bought, AMD +1.6% to $512.50, Marvell +3.6%, TSMC +1.2%, Arm +0.9%, Nvidia +0.8% to $213.90; the equipment names were sold a third session, Applied Materials…
- Fed day — relief before the decision: 10-year 4.96%, Brent under $107.63, chips reclaim $505, Nasdaq-100 above $708.69
The reading we set on Tuesday — equipment against design as the volume question — leans the right way today: KLA +1.5%, Lam Research +0.8%, Applied Materials +0.2%, all green, none leading.
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