LRCX · Lam Research· Filed July 29, 2026high

Lam Research — Fiscal Q4 2026 Earnings Release

Original: 8-K: Results of Operations / Earnings · Financial Statements and Exhibits

Summary

Lam Research filed an 8-K under Item 2.02 disclosing its quarterly results of operations, most likely for the fiscal quarter ended June 2026 (fiscal Q4). Full filing body not analyzed; description inferred from form + item codes. PMs should watch for WFE demand signals, shipment timing, and any updated full-year or next-quarter guidance, given LRCX's outsized exposure to NAND/DRAM etch and deposition spend cycles directly relevant to Samsung, SK Hynix, and Micron capex trajectories.

Historical Impact

3 past 8-K events at Lam Research

Median +5d

-6.33%

Range

-12.44% to -1.52%

Positive outcomes

0/3

Filed	P₀	P₊₅	+5d
Apr 22, 2026	$266	$249	-6.33%
Feb 3, 2026	$230	$227	-1.52%

Full Translation

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