LRCX is the ticker symbol for LAM RESEARCH CORP, a publicly traded Technology sector company listed on Nasdaq. 13F Pro tracks LRCX with AI-powered analysis, an AI quality score, SEC EDGAR financials, insider transactions, and institutional 13F holdings — all sourced directly from public SEC filings.

Is LRCX a good stock to buy?

13F Pro's AI ranking engine scores LRCX at 81.7/100, ranked #17 of 2,925 stocks on a composite quality score built from its SEC filings, covering profitability, growth, balance sheet strength, and free cash flow. The full AI verdict and bull/bear case for LRCX is available at https://13fpro.ai/company/LRCX. Not investment advice — review the underlying SEC filings before making any trade.

Where does 13F Pro source LRCX data?

All LAM RESEARCH CORP fundamentals and ownership data come directly from SEC EDGAR. LAM RESEARCH CORP files with the SEC under CIK 707549. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

LAM RESEARCH CORP LRCX

NasdaqMega CapTechnology

13F Pro quality score

Rank #17 of 2,925TOP 1%

Why it scores 82 Technology peers →

Rankings refresh quarterly once 80% of peers have filed. Next update: ~Nov 14, 2026.

Revenue

$8.22B

Quarter to Sep 27

Net income

$2.75B

Quarter to Sep 27

Free cash flow

$3.24B

Quarter to Sep 27

Operating margin

40.0%

Quarter to Sep 27

Top Institutional Holders

as of Q2 2026

$462.82B total

BlackRock, Inc.

$57.51B-0.1%

VANGUARD CAPITAL MANAGEMENT LLC

$35.40B+0.7%

STATE STREET CORP

$26.32B+2.6%

Invesco Ltd.

$22.67B+115.7%

JPMORGAN CHASE & CO

$18.62B+38.5%

VANGUARD PORTFOLIO MANAGEMENT LLC

$15.88B-1.1%

GEODE CAPITAL MANAGEMENT, LLC

$14.92B-1.9%

FMR LLC

$14.59B+0.3%

PRICE T ROWE ASSOCIATES INC /MD/

$10.66B+85.8%

MORGAN STANLEY

$8.33B+1.3%

NORGES BANK

$7.85B--

AMERIPRISE FINANCIAL INC

$7.51B-16.6%

NORTHERN TRUST CORP

$6.07B-1.2%

FRANKLIN RESOURCES INC

$5.66B+10.8%

GOLDMAN SACHS GROUP INC

$5.51B+21.4%

UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AME

$5.42B-6.8%

ARROWSTREET CAPITAL, LIMITED PARTNERSHIP

$5.32B-6.9%

BANK OF AMERICA CORP /DE/

$4.87B+5.5%

VAN ECK ASSOCIATES CORP

$4.81B+411.8%

Legal & General Group Plc

$4.50B-6.1%

Jupiter Topco LLC

$4.28B--

COATUE MANAGEMENT LLC

$4.09B-6.0%

Amundi

$4.08B-7.1%

Nuveen, LLC

$4.00B-16.2%

Bank of New York Mellon Corp

$3.78B-2.4%

See all 3,155 institutional holders →

What's Driving LRCX's Business? Latest 10-Q Breakdown

AI-extracted from the 10-Q filed 2026-10-22 — Q1 FY2027 (quarter ended September 27, 2026). Every figure is machine-verified against the filing text on SEC EDGAR.

Biggest Revenue Drivers

Systems revenue$5.73B+62% YoY

Sales of new leading-edge equipment in deposition, etch, clean and other markets, driven by foundry and memory equipment spending.

Customer support-related revenue and other$2.49B+40% YoY

Customer services, spares, upgrades, and non-leading-edge Reliant equipment; increased investment in non-leading edge equipment and spares revenue.

Biggest Revenue Drivers

Systems revenue$5.73B+62% YoY

Sales of new leading-edge equipment in deposition, etch, clean and other markets, driven by foundry and memory equipment spending.

Customer support-related revenue and other$2.49B+40% YoY

Customer services, spares, upgrades, and non-leading-edge Reliant equipment; increased investment in non-leading edge equipment and spares revenue.

Largest Expense Items

Research and development$666M+16% YoY

Increased employee-related costs due to headcount expansion and higher depreciation; focus on leading-edge deposition, etch, clean processes.

Selling, general, and administrative$349M+25% YoY

Higher headcount driving employee-related costs and increased spending for outside services, partially offset by decrease in deferred compensation plan costs.

Margins: Gross margin improved to 52.3% from 50.4% YoY, primarily driven by favorable customer and product mix as well as improved efficiencies from higher business volumes. Operating margin benefited from revenue growth and cost absorption.

Watch Items from the Filing

China represents 35% of Q1 FY2027 revenue; exposure to U.S. export license requirements and Chinese rare earth export controls create uncertainty for future sales.
Deferred revenue increased to $2.66B from $2.43B, reflecting strong customer order momentum and advance payments, supporting near-term revenue visibility.
Memory market segment revenue grew significantly YoY, now representing 46% vs. 34% prior year; foundry remains 46%, showing balanced exposure across segments.
Company executed $1.0B accelerated share repurchase agreements in Q1, with $3.0B remaining under authorization; capital return activity ongoing amid strong cash generation.

AI-extracted and verified against SEC EDGAR filing text. Not investment advice.

Read the full 10-Q on SEC EDGAR →

Key Metrics

Revenue

Q1 2027

EDGAR

Net Income

Q1 2027

EDGAR

EPS (Diluted)

Q1 2027

EDGAR

Operating Margin

Q1 2027

EDGAR

ROIC

Q1 2027

EDGAR

Free Cash Flow

Q1 2027

EDGAR

Debt/Equity

Q1 2027

EDGAR

Financial Trends

Revenue & Net Income

13fpro.ai/company/LRCX

Earnings Per Share

13fpro.ai/company/LRCX

Loading ratio trend…

LAM RESEARCH CORP reported revenue, net income and margins by fiscal period, from SEC filings.
Period	Form	Revenue	Net income	Op. marginOperating margin
FY 2026	10-K	$23.2B	$7.3B	35.3%
FY 2025	10-K	$18.4B	$5.4B	32.0%
FY 2024	10-K	$14.9B	$3.8B	28.6%
FY 2023	10-K	$17.4B	$4.5B	29.7%
FY 2022	10-K	$17.2B	$4.6B	31.2%
FY 2021	10-K	$14.6B	$3.9B	30.6%

About LAM RESEARCH CORP (LRCX): stock profile, AI score and financials

LAM RESEARCH CORP (LRCX) stock profile, AI quality score, and SEC EDGAR financial data, a Technology sector company. 13F Pro's AI-powered ranking engine scores LRCX at 81.7/100 on a composite quality score built from its SEC filings, placing it at rank #17 of 2,925 stocks — the top 1% of the AI-ranked universe. LRCX scores in the top quartile across balance sheet strength (98.7), revenue scale (94.2), profitability (91.9). Areas of concern include earnings quality (37.7), which score below median versus the broader universe. Shareholder dilution risk is elevated at 42.5/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2027), LAM RESEARCH CORP reports quarterly revenue of $8.2B, net income of $2.8B, an operating margin of 40.0%. Top institutional holders of LRCX by reported 13-F value include BlackRock, VANGUARD CAPITAL MANAGEMENT, STATE STREET, based on the most recent SEC filings. LRCX trades on the Nasdaq exchange and files with the SEC under CIK 707549. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate LRCX daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for LAM RESEARCH CORP directly from SEC EDGAR.

Financials through the period ended Sep 27, 2026SEC EDGAR: CIK 707549 →

LAM RESEARCH CORP LRCX

Top Institutional Holders

What's Driving LRCX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Biggest Revenue Drivers

Largest Expense Items

Watch Items from the Filing

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

LRCX key financials by period

LRCX insiders

Congress trading in LRCX

About LAM RESEARCH CORP (LRCX): stock profile, AI score and financials

LAM RESEARCH CORP LRCX

Top Institutional Holders

What's Driving LRCX's Business? Latest 10-Q Breakdown

Biggest Revenue Drivers

Key Metrics

Financial Trends

Revenue & Net Income

Earnings Per Share

LRCX key financials by period

Companies similar to LRCX

LRCX insiders

Congress trading in LRCX

About LAM RESEARCH CORP (LRCX): stock profile, AI score and financials