LRCX · Lam Research· Filed January 29, 2026medium

Lam Research — Q2 FY26 10-Q (period ended Dec 28, 2025)

Original: Quarterly Report (10-Q) — 2025-12-28

Summary

Quarterly report covering the quarter ended 2025-12-28, likely detailing WFE revenue mix, China exposure, gross margin trajectory, and any updated outlook commentary relevant to the DRAM/HBM and leading-edge logic capex cycle. PMs should watch segment splits (memory vs. foundry/logic), deferred revenue, and any export-control language tied to China shipments. Full filing body not analyzed; description inferred from form + item codes.

Historical Impact

1 past 10-Q event at Lam Research

Median +5d

-0.27%

Range

-0.27% to -0.27%

Positive outcomes

0/1

Filed	P₀	P₊₅	+5d
Apr 23, 2026	$259	$258	-0.27%

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

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