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Lam Research

US · LRCX #34 by market cap Listed 1970 Quant Rating C 57
307.65 +14.99 +5.12%
Collector offline (last heartbeat: 19209s ago) · 2026-09-04 20:02
Pre-market 303.66 +3.76%
After-hours 307.48 -0.06%
Overnight 298.90 +2.13%
Market cap
384.97B
P/B
30.87
EPS
5.76

Revenue annual, last 8 years

Latest year +26.02% YoY

Margins

Gross margin
50.47%
Operating margin
35.29%
Net margin
31.27%

Key ratios & quality

PEG uses trailing P/E against the 3-year net income growth rate (17.22%/yr) since forward earnings estimates aren't available here, so this is not a "forward PEG." Altman Z-Score below ~1.8 suggests financial distress risk, above ~3.0 suggests low risk; the model is most reliable for industrial/manufacturing companies and less meaningful for banks and other financial firms.

Quant Financial Health how this is computed

Good
  • Altman Z-Score is 25.60, above the 3.0 "safe zone" threshold.
  • Most reliable for industrial/manufacturing companies; less meaningful for banks, insurers and other financials.

Income statement

Line item 2019 2020 2021 2022 2023 2024 2025 2026
Revenue 9.65B10.04B14.63B17.23B17.43B14.91B18.44B23.23B
Gross profit 4.36B4.61B6.81B7.87B7.78B7.05B8.98B11.73B
Selling & admin expenses 702.41M682.48M829.88M885.74M832.75M868.25M981.70M1.15B
Research & development 1.19B1.25B1.49B1.60B1.73B1.90B2.10B2.38B
Operating profit 2.46B2.67B4.48B5.38B5.22B4.28B5.90B8.20B
Pretax profit 2.45B2.57B4.37B5.19B5.11B4.36B5.96B8.26B
Tax 255.14M323.23M462.35M587.83M598.28M532.45M599.91M997.08M
Net profit 2.19B2.25B3.91B4.61B4.51B3.83B5.36B7.27B
Basic EPS 12333346
Diluted EPS 1.371.512.693.283.322.904.155.76

Balance sheet

Line item 2019 2020 2021 2022 2023 2024 2025 2026
Total current assets 8.56B10.85B11.65B12.29B13.23B12.88B14.52B15.61B
Cash & ST investments 5.43B6.71B5.73B3.66B5.34B5.85B6.39B5.58B
Inventory 1.54B1.90B2.69B3.97B4.82B4.22B4.31B4.28B
Total assets 12.00B14.56B15.89B17.20B18.78B18.74B21.35B23.53B
Total current liabilities 2.37B3.16B3.53B4.56B4.18B4.34B6.57B5.94B
Short-term debt 667.13M839.88M11.35M7.38M8.36M504.81M754.31M4.07M
Long-term debt 3.82B4.96B4.95B4.96B4.96B4.47B3.72B3.72B
Total liabilities 7,278,029,000.009,375,558,000.009,864,964,000.0010,917,266,000.0010,571,471,000.0010,205,274,000.0011,483,641,000.0011,058,822,000.00
Total equity 4.72B5.18B6.03B6.28B8.21B8.54B9.86B12.47B
Retained earnings 9.93B11.52B14.68B18.45B22.03B24.81B28.99B34.95B

Cash flow

Line item 2019 2020 2021 2022 2023 2024 2025 2026
Operating cash flow 3.18B2.13B3.59B3.10B5.18B4.65B6.17B5.86B
Depreciation & amortization 309.28M268.53M307.15M333.74M342.43M359.70M386.28M441.53M
Free cash flow 2.87B1.92B3.24B2.55B4.68B4.26B5.41B4.89B
Dividends paid -678.35M-656.84M-726.99M-815.29M-907.91M-1.02B-1.15B-1.27B
Stock buybacks / issuance -3.77B-1.36B-2.67B-3.86B-2.01B-2.83B-3.42B-3.83B
Ending cash balance 3.91B5.17B4.67B3.77B5.59B5.85B6.41B5.60B

Returns & efficiency

Line item 2019 2020 2021 2022 2023 2024 2025 2026
ROE % 38.7745.4669.7374.8562.2745.7158.2465.07
ROA % 17.9016.9625.6727.8425.0820.4026.7332.38
ROIC % 24.2523.0837.0442.6537.1628.1938.1147.34
5-year avg ROE % 25.6432.2543.0052.7858.2259.6062.1661.23
EBIT margin % 26.5627.4031.3131.2230.3930.5033.2936.24
FCF / sales % 29.7619.1522.1514.8226.8428.5529.3721.05
Current ratio 3.613.433.302.693.162.972.212.63
Quick ratio 2.902.782.481.751.951.931.491.84
Debt / assets 95.06112.1082.8879.7361.0458.3645.4729.95
LT debt / equity 80.9395.9082.6979.6160.9452.4537.8329.91
Interest coverage 21.8615.5121.9529.1128.4024.5434.4353.67
Revenue CAGR (3Y) % 17.937.829.7121.2920.160.632.2910.06
Net income CAGR (3Y) % 33.849.8717.9728.0926.06-0.695.1817.22
FCF CAGR (3Y) % 34.710.9110.78-3.8534.489.5328.471.50

Revenue breakdown most recent period

Business

Manufacturing and servicing of wafer processing semiconductor manufacturing equipment100.00%

Region

China33.83%
Taiwan22.48%
Korea19.39%
Japan9.34%
United States6.58%
Southeast Asia5.36%
Europe3.01%

Quote time 2026-09-04 20:02:24

For reference only, not investment advice.