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Jun 27, 2021

Lam Research Q4 2021 Earnings Report

Reported financial results for the quarter ended June 27, 2021, with revenue of $4.15 billion and U.S. GAAP diluted EPS of $7.98.

Key Takeaways

Lam Research reported strong performance for the June quarter, with revenue of $4.15 billion and U.S. GAAP diluted EPS of $7.98. The company's technology differentiation and deep collaboration with customers position Lam to extend its leadership across all market segments.

Revenue of $4.15 billion.

U.S. GAAP gross margin of 46.2%, U.S. GAAP operating income as a percentage of revenue of 31.7%, and U.S. GAAP diluted EPS of $7.98.

Non-GAAP gross margin of 46.5%, non-GAAP operating income as a percentage of revenue of 32.6%, and non-GAAP diluted EPS of $8.09.

Cash and cash equivalents, short-term investments, and restricted cash and investments balances remained flat at $6.0 billion.

Total Revenue
$4.15B
Previous year: $2.79B
+48.5%
EPS
$0.809
Previous year: $0.478
+69.2%
Gross Profit
$1.92B
Previous year: $1.28B
+49.6%
Cash and Equivalents
$4.42B
Previous year: $4.92B
-10.1%
Total Assets
$15.9B
Previous year: $14.6B
+9.2%

Lam Research

Lam Research

Forward Guidance

For the quarter ended September 26, 2021, Lam is providing the following guidance: Revenue $4.3 Billion+/-$250 Million, Gross margin as a percentage of revenue 46.0%+/-1%, Operating income as a percentage of revenue 31.7%+/-1%, Net income per diluted share $8.02+/-$0.50, Diluted share count 143 Million.