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Mar 28, 2021

Lam Research Q3 2021 Earnings Report

Lam Research reported record revenue and earnings per share.

Key Takeaways

Lam Research Corporation announced financial results for the quarter ended March 28, 2021, with record revenue of $3.85 billion and U.S. GAAP diluted EPS of $7.41.

Revenue of $3.85 billion.

U.S. GAAP gross margin of 46.3%, U.S. GAAP operating income as a percentage of revenue of 31.1%, and U.S. GAAP diluted EPS of $7.41.

Non-GAAP gross margin of 46.3%, non-GAAP operating income as a percentage of revenue of 31.6%, and non-GAAP diluted EPS of $7.49.

Cash and cash equivalents, short-term investments, and restricted cash and investments balances decreased to $6.0 billion.

Total Revenue
$3.85B
Previous year: $2.5B
+53.7%
EPS
$0.749
Previous year: $0.398
+88.2%
Gross Profit
$1.78B
Previous year: $1.17B
+52.5%
Cash and Equivalents
$3.67B
Previous year: $3.96B
-7.3%
Total Assets
$15.3B
Previous year: $12.9B
+18.1%

Lam Research

Lam Research

Forward Guidance

For the quarter ended June 27, 2021, Lam is providing the following guidance: Revenue $4.0 Billion+/-$250 Million, Gross margin as a percentage of revenue 46.5%+/-1%, Operating income as a percentage of revenue 31.7%+/-1%, Net income per diluted share $7.42+/-$0.50, Diluted share count 144 Million

Positive Outlook

  • Revenue $4.0 Billion+/-$250 Million.
  • Gross margin as a percentage of revenue 46.5%+/-1%.
  • Operating income as a percentage of revenue 31.7%+/-1%.
  • Net income per diluted share $7.42+/-$0.50.
  • Diluted share count 144 Million.