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Sep 29, 2024

Lam Research Q1 2025 Earnings Report

Lam Research's financial performance exceeded expectations due to continued strong execution.

Key Takeaways

Lam Research reported revenue of $4.17 billion and a GAAP EPS of $0.86 for the quarter ended September 29, 2024. The company's financial results surpassed expectations, driven by strong execution.

Revenue reached $4.17 billion.

U.S. GAAP gross margin was 48.0%, with U.S. GAAP operating income at 30.3% of revenue, and U.S. GAAP diluted EPS of $0.86.

Non-GAAP gross margin was 48.2%, non-GAAP operating income was 30.9% of revenue, and non-GAAP diluted EPS was $0.86.

Cash, cash equivalents, and restricted cash balances increased to $6.1 billion.

Total Revenue
$4.17B
Previous year: $3.48B
+19.7%
EPS
$0.86
Previous year: $0.685
+25.5%
Gross Profit
$2B
Previous year: $1.65B
+21.0%
Cash and Equivalents
$6.07B
Previous year: $5.13B
+18.4%
Free Cash Flow
$1.46B
Total Assets
$19.5B
Previous year: $18.5B
+5.4%

Lam Research

Lam Research

Forward Guidance

For the quarter ended December 29, 2024, Lam is providing the following guidance: Revenue $4.30 Billion+/-$300 Million, Gross margin as a percentage of revenue 46.9%+/-1%, Operating income as a percentage of revenue 29.9%+/-1%, Net income per diluted share $0.87+/-$0.10, Diluted share count 1.29 Billion