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.
The Lam Research Corporation (NASDAQ: LRCX) SEC filings page provides access to the company’s official regulatory disclosures, offering detailed insight into its operations as a global supplier of wafer fabrication equipment and services to the semiconductor industry. These documents are a primary source for understanding Lam’s financial performance, governance, capital structure, and key corporate decisions.
Investors can review current reports on Form 8-K, where Lam reports material events such as quarterly financial results, changes in its independent registered public accounting firm, and outcomes of stockholder meetings. For example, Lam has used Form 8-K to furnish earnings releases for quarters ended June 29, 2025 and September 28, 2025, to disclose the transition of its independent auditor from Ernst & Young LLP to KPMG LLP, and to report stockholder approval of the Lam 2025 Stock Incentive Plan and amendments to its Restated Certificate of Incorporation.
The company’s definitive proxy statement on Schedule 14A provides extensive information on corporate governance, board composition, executive compensation, equity incentive plans, and the items submitted to stockholders for vote at the annual meeting. This includes proposals related to director elections, advisory votes on executive compensation, auditor ratification, amendments to the certificate of incorporation, and stockholder proposals.
Through Lam’s annual and quarterly reports filed on Forms 10-K and 10-Q, users can examine comprehensive financial statements, management’s discussion and analysis, risk factors, and segment and geographic revenue details relevant to the semiconductor machinery manufacturing business. These filings complement the summarized data in earnings releases and help explain trends in systems revenue, customer support-related revenue, margins, cash balances, and other key metrics.
On Stock Titan, Lam Research filings are updated as they are posted to the SEC’s EDGAR system. AI-powered tools can assist by highlighting important sections, summarizing complex disclosures, and helping users locate information on topics such as stock incentive plans, auditor changes, dividend declarations, and board-authorized corporate actions. This makes it easier to interpret lengthy documents like 10-Ks, 10-Qs, and proxy statements, and to track how Lam’s regulatory reporting reflects its role in the semiconductor equipment industry.
LAM Research Senior Vice President Neil J. Fernandes reported an open-market sale of 18,170 shares of LAM Research common stock at $255.14 per share. The transaction is coded as an open-market sale and was carried out under a Rule 10b5-1 trading plan adopted on November 17, 2025.
Following this sale, Fernandes directly holds 66,129 shares of LAM Research common stock. He also has an indirect holding of 1,015.399 shares through a 401(k) plan, and this amount includes shares subject to unvested restricted stock units.
LRCX notice of a proposed brokered sale: 18,170 shares of Common Stock are listed for sale through Fidelity Brokerage Services LLC with an aggregate value of $4,635,893.80, and the filing shows 05/01/2026 and NASDAQ.
The filing also lists underlying restricted stock vesting entries of 7,500 shares (03/01/2022) and 10,670 shares (03/01/2024) that relate to compensation awards; the notice names the broker as the selling channel.
Vanguard Capital Management reported beneficial ownership of 93,575,293 shares of Lam Research Corp common stock, representing 7.49% of the class. The filing shows sole dispositive power over those shares and sole voting power of 12,419,549 shares. The filing lists Vanguard affiliates that exercise voting or dispositive power on behalf of funds and clients.
LAM RESEARCH CORP Chief Legal Officer Ava Harter reported an option exercise-and-sale transaction in company stock. On April 27, 2026, she exercised employee stock options to acquire 6,010 shares of common stock at $77.039 per share and then sold 6,010 shares in an open-market transaction at $258.66 per share.
After these transactions, Harter directly owned about 53,205.455 shares of Lam Research common stock. A footnote states that this amount includes shares subject to unvested restricted stock units.
Form 144 filed for LRCX lists a proposed sale of 6,010 shares of Common stock through Fidelity Brokerage Services LLC with an aggregate amount of $1,554,547.20 and a transaction date of 04/27/2026. The filing also discloses recent dispositions by Ava Harter: 4,000 shares sold on 03/02/2026 for $930,000 and 1,500 shares sold on 03/04/2026 for $333,990.
Lam Research reported strong results for the quarter ended March 29, 2026, with revenue of $5,841,488,000 and net income of $1,825,460,000. Revenue grew across both systems and customer support, helped by higher foundry and memory spending, especially in DRAM. Gross margin was 49.8%, reflecting improved factory efficiencies.
Operating expenses rose modestly as the company continued to invest in R&D and added headcount, yet diluted EPS still reached $1.45. Cash from operations was $4.40 billion over nine months, funding $3.60 billion of share repurchases, $945.3 million of dividends, and $777.6 million of capital spending while also retiring $750 million of senior notes.
Lam Research Corporation reported strong results for the quarter ended March 29, 2026, with revenue of $5.84 billion, up from $5.34 billion in the prior quarter. U.S. GAAP gross margin was 49.8% and operating margin was 35.0%, generating net income of $1.83 billion or $1.45 per diluted share.
On a non-GAAP basis, gross margin was 49.9%, operating margin was 35.0%, and net income was $1.85 billion or $1.47 per diluted share. Management highlighted record revenue and EPS, supported by AI-driven semiconductor demand.
For the quarter ending June 28, 2026, Lam guides to revenue of $6.60 billion ± $400 million, gross margin of 50.5% ± 1%, operating margin of 36.5% ± 1%, and net income per diluted share of $1.65 ± $0.15. Cash, cash equivalents, and restricted cash ended the quarter at $4.77 billion, after significant capital returns and debt repayment.
Lam Research Corp: The Vanguard Group filed Amendment No. 14 to a Schedule 13G/A reporting that, after an internal realignment, it beneficially owns 0 shares of common stock, representing 0% of the class. The filing states certain Vanguard subsidiaries will report ownership separately in reliance on SEC Release No. 34-39538.
Lam Research Corp director Abhijit Y. Talwalkar reported a bona fide gift of 4,571 shares of common stock on March 10, 2026. The shares were transferred at a reported price of $0.00 per share, consistent with a non-cash charitable or personal gift. Following this disposition, Talwalkar directly holds 105,424 shares of Lam Research common stock, and this amount includes shares underlying unvested restricted stock units.
LAM RESEARCH CORP executive Karthikeyan Rammohan filed an initial Form 3 reporting his equity holdings as SVP, Global Ops & Ent Solns. The filing lists direct holdings of common stock and multiple grants of market-based performance restricted stock units that vest between 0% and 150% based on total shareholder return versus the PHLX Semiconductor Total Return Index over multi‑year performance periods ending in 2027, 2028, and 2029. It also notes additional common stock held indirectly through a trust and a 401(k) plan.