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Lam Research Corporation (LRCX) Q3 2026 Earnings Call Tra...
2026-04-23 · via All Articles on Seeking Alpha

Q3: 2026-04-22 Earnings Summary

EPS of $1.47 beats by $0.11

 | 

Revenue of

$5.84B

(23.76% Y/Y)

beats by $85.60M

Lam Research Corporation (LRCX) Q3 2026 Earnings Call April 22, 2026 5:00 PM EDT

Company Participants

Ram Ganesh - Vice President of Investor Relations
Timothy Archer - President, CEO & Director
Douglas Bettinger - Executive VP & CFO

Conference Call Participants

Timothy Arcuri - UBS Investment Bank, Research Division
Christopher Muse - Cantor Fitzgerald & Co., Research Division
Harlan Sur - JPMorgan Chase & Co, Research Division
Atif Malik - Citigroup Inc., Research Division
Melissa Weathers - Deutsche Bank AG, Research Division
Srinivas Pajjuri - RBC Capital Markets, Research Division
Vivek Arya - BofA Securities, Research Division
James Schneider - Goldman Sachs Group, Inc., Research Division
Stacy Rasgon - Bernstein Institutional Services LLC, Research Division
Sreekrishnan Sankarnarayanan - TD Cowen, Research Division
Joseph Quatrochi - Wells Fargo Securities, LLC, Research Division
Vijay Rakesh - Mizuho Securities USA LLC, Research Division

Presentation

Operator

Good day, and welcome to the Lam Research Corporation's March 2026 Earnings Conference Call. [Operator Instructions] Please note this event is being recorded. I would now like to turn the conference over to Ram Ganesh, Vice President of Investor Relations. Please go ahead.

Ram Ganesh
Vice President of Investor Relations

Thank you, and good afternoon, everyone. Welcome to Lam Research Quarterly Earnings Conference Call. With me today are Tim Archer, President and Chief Executive Officer; and Doug Bettinger, Executive Vice President and Chief Financial Officer.

During today's call, we will share our overview on the business environment, and we'll review our financial results for the March 2026 quarter and our outlook for the June 2026 quarter. The press release detailing our financial results was distributed a little after 1:00 p.m. Pacific Time.

The release and the accompanying presentation slides for today's call can also be found on the Investors section of the company's website. Today's presentation and Q&A include forward-looking statements that are subject to risks and uncertainties reflected in