•
Dec 29, 2019

Lam Research Q2 2020 Earnings Report

Lam Research's Q2 2020 financial results were announced, revealing revenue of $2.58 billion and diluted EPS of $3.43.

Key Takeaways

Lam Research Corporation reported strong financial results for the quarter ended December 29, 2019, with revenue reaching $2.58 billion and U.S. GAAP diluted EPS of $3.43. The company's non-GAAP diluted EPS was $4.01. Lam is executing at a high level in an improving wafer fabrication equipment environment and building a powerful pipeline of new products to fuel future growth.

Revenue for the December 2019 quarter was $2.58 billion.

U.S. GAAP gross margin was 45.7%, with operating income at 26.6% of revenue, and diluted EPS of $3.43.

Non-GAAP gross margin was 45.7%, with operating income at 27.1% of revenue, and diluted EPS of $4.01.

Cash and cash equivalents, short-term investments, and restricted cash and investments decreased to $4.9 billion.

Total Revenue
$2.58B
Previous year: $2.52B
+2.4%
EPS
$0.401
Previous year: $0.387
+3.6%
Gross Profit
$1.18B
Previous year: $1.15B
+3.0%
Cash and Equivalents
$3.04B
Previous year: $3.36B
-9.6%
Total Assets
$11.9B
Previous year: $10.8B
+10.6%

Lam Research

Lam Research

Lam Research Revenue by Geographic Location

Forward Guidance

For the quarter ending March 29, 2020, Lam is providing revenue guidance of $2.8 billion +/- $200 million, a gross margin of 46.4% +/- 1%, operating income of 27.5% +/- 1%, and net income per diluted share of $4.46 +/- $0.40.

Revenue & Expenses

Visualization of income flow from segment revenue to net income