LRCX · Lam Research· Filed October 22, 2026medium

Lam Research — Q1 FY2027 Quarterly Results (10-Q)

Original: Quarterly Report (10-Q) — 2026-09-27

Summary

Lam Research's 10-Q for the quarter ended September 27, 2026 covers Q1 of its fiscal year ending June 2027. Full filing body not analyzed; description inferred from form + item codes. PMs should watch revenue and systems revenue mix by segment, gross margin trajectory, and any updated WFE spending commentary as a key read-through for DRAM/NAND capex and etch/deposition tool demand across Samsung, SK Hynix, and Micron.

Historical Impact

2 past 10-Q events at Lam Research

Median +5d

-7.16%

Range

-14.05% to -0.27%

Positive outcomes

0/2

Filed	P₀	P₊₅	+5d
Apr 23, 2026	$259	$258	-0.27%
Jan 29, 2026	$248	$213	-14.05%

Past performance does not guarantee future results. Small sample sizes may not be representative. For informational purposes only.

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