Lam Research (LRCX) Q4 2025 10-Q Quarterly Report
Lam Research (LRCX) 10-Q quarterly report for Q4 2025, filed with SEC EDGAR on Jan 29, 2026 for the fiscal period ending Dec 28, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.
Lam Research Q4 2025 10-Q Analysis
Management Discussion & Analysis
- • Revenue not explicitly stated in provided text; no YoY comparison available
- • Net income $3.16B over six months ended Dec 28, 2025; no margin % figures disclosed
Risk Factors
- • No new risk factors explicitly added this quarter, no material changes from FY25 10-K identified
- • Most materially updated risk: geopolitical tensions and export controls impacting supply chain and sales to China, due to evolving U.S. gov export restrictions
Lam Research Q4 2025 Quarterly FinancialsXBRL
Revenue
$5.3B
▲ +22.1% YoY▲ +0.4% QoQ
Net Income
$1.6B
▲ +33.8% YoY▲ +1.6% QoQ
Gross Margin
49.6%
▲ +223bp YoY▼ -83bp QoQ
Operating Margin
33.9%
▲ +339bp YoY▼ -49bp QoQ
Net Margin
29.8%
▲ +261bp YoY▲ +36bp QoQ
ROE
15.7%
▲ +219bp YoY
Total Assets
$21.4B
▲ +7.8% YoY
EPS (Diluted)
$1.26
▲ +37.0% YoY▲ +1.6% QoQ
Operating Cash Flow
$1.5B
▲ +99.5% YoY▼ -16.8% QoQ
Source: XBRL data from Lam Research Q4 2025 10-Q filing on SEC EDGAR. All figures in USD.
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