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Lam Research delivered a robust Q4 2025, achieving record EPS and maintaining strong gross and operating margins. The company saw growth in both systems and customer support revenue, supported by increasing AI demand.
Revenue reached $5.17 billion, up from the prior quarter
GAAP EPS hit a record $1.35 with non-GAAP EPS at $1.33
Net income grew to $1.72 billion driven by margin expansion
Cash and equivalents rose to $6.39 billion by quarter-end
Lam Research expects revenue around $5.2 billion in Q1 FY26 with stable margins and earnings outlook.
Visualization of income flow from segment revenue to net income