LRCX

2026Q1AMC

Lam Research Corp primary · TECHNOLOGY · SEMICONDUCTOR EQUIPMENT & MATERIALS

Report 2025-10-22 · Fiscal end 2025-09-30 · Features as of 2025-10-22

← Earnings history

Pre-Earnings Data

Expectations & setup

Street

Consensus EPS1.22
Consensus rev—
EPS high—
EPS low—
Dispersion—
Analysts—
EPS rev net 7d—
EPS rev net 30d—
Consensus Δ 7d—
Consensus Δ 30d—

Options

Implied move2.8%
IV front—
P/C full—
P/C front—
Features as of2025-10-22

Run-up

Close—
Ret 5d-2.4%
Ret 10d-0.9%
Ret 20d+10.1%
Ret 30d+31.6%

Post-Earnings Data

Results & reaction

Print

Actual EPS
1.26Beat
Estimated EPS1.22
Actual revenue
5.3B
Surprise %+3.3%
Beat / missBeat
Beat streak 44
Beat streak 88

Reaction

1-day stock reaction+6.9%
Implied vs actual

Implied 2.8%Actual 2.3%

Gap reaction-2.3%
Day result+4.5%
Next-day upYes
Realized / IV0.83×

Post tape

Post 5d+9.1%
Post 10d+9.9%
Post volume13.3M
Vol ×10d1.21×
Vol ×20d1.15×
Post range8.0%