U.S. COMPANY FILING
LAM RESEARCH CORP — Form 10-K filed 2026-08-07
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Lam Research reported FY2026 revenue of $23.23B, up 26% YoY, with net income of $7.27B, up 35.6%. Diluted EPS was $5.76. Gross margin improved to 50.5%. China accounted for 34% of revenue. Risks include export controls and supply chain disruptions, but AI-driven demand is a growth catalyst.
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