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Dec 27, 2020

Lam Research Q2 2021 Earnings Report

Lam Research's financial performance for the quarter ended December 27, 2020, was announced, revealing revenue of $3.46 billion and non-GAAP diluted EPS of $6.03.

Key Takeaways

Lam Research Corporation reported a successful December 2020 quarter with revenue of $3.46 billion and non-GAAP diluted EPS of $6.03. The company closed out the most successful year in its 40-year history, driven by strong secular demand for semiconductors.

Revenue reached $3.46 billion.

U.S. GAAP gross margin was 46.4%, with U.S. GAAP diluted EPS at $5.96.

Non-GAAP gross margin was 46.6%, and non-GAAP diluted EPS was $6.03.

The company enters 2021 with solid momentum for continued growth and expanded leadership across its markets.

Total Revenue
$3.46B
Previous year: $2.58B
+33.7%
EPS
$0.603
Previous year: $0.401
+50.4%
Gross Profit
$1.6B
Previous year: $1.18B
+36.0%
Cash and Equivalents
$3.69B
Previous year: $3.04B
+21.5%
Total Assets
$15.4B
Previous year: $11.9B
+29.0%

Lam Research

Lam Research

Forward Guidance

For the quarter ended March 28, 2021, Lam is providing revenue guidance of $3.7 billion +/- $200 million and net income per diluted share of $6.47 +/- $0.40 (U.S. GAAP).