Lam Research Corporation
Lam Research Corporation is classed by the SEC under Special Industry Machinery, NEC (industry code 3559), based in Fremont, CA. In its latest annual figures on file, for the fiscal year ended 2025-06-29, it reported revenue of $18 billion and a profit of $5.4 billion (its filed statements).
vs its business-model standard
Three tenses, nine metrics. Unseen metrics stay unseen; the grade never fakes a number. Proxy era: provisional values, marked. Weighed as a product business: prior from its industry code (SEC 3559, Special Industry Machinery, NEC); the filing read can change it. All three tenses have at least two readings, so the archetype blend applies as printed.
The grade, in three tenses
Headline 6.8 out of ten, 9 of 9 metrics filed: past 6.1 out of ten, present 7.4 out of ten, future 6.8 out of ten. The past asks what it actually did, the present what it is doing right now, the future what it is set up to do next.
The nine metrics
- Surviving crises (past): 4.6 out of ten. 1 warning event since 2017; the latest 2025-09-11. 46th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Track record (past): 6.6 out of ten. +12.5% a year over 10 filed years; profitable in 10 of 10. 66th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Shareholder treatment (past): 7.1 out of ten. Share count shrank 2.4% a year. 81% of cash flow returned. Insiders: 69 sales, 0 purchases. 71st percentile among 11 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Financial health (present): 6.9 out of ten. ROE 58%: 58¢ of profit per shareholder dollar. Leverage 47%: owes 47¢ per asset dollar. 69th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Industry position (present): 8.6 out of ten. top 14% of 13 in its family; net margin 31.3%. 86th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Leadership (present): 6.7 out of ten. top 33% of 12 in its family for leadership; chief executive since 2018. 67th percentile among 12 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-09).
- Room to expand (future): 5.1 out of ten. top 49% of 13 in its family for room to expand. 51st percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Growth drivers (future): 7.7 out of ten. top 23% of 13 in its family for growth drivers. 77th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
- Expectations vs reality (future): 8.8 out of ten. top 12% of 13 in its family for expectations against reality. 88th percentile among 13 sector filers. A production reading, recomputed from the filings on every data build (read from EDGAR 2026-10-12).
The filing record
Newest annual report: Form 10-K filed 2026-08-07 for the period ended 2026-06-28 (on EDGAR). Newest quarterly report: Form 10-Q filed 2026-04-23 for the period ended 2026-03-29 (on EDGAR). Newest results release: Form 8-K filed 2026-07-29 (on EDGAR). Newest filing: Form ARS, 2026-09-24. Filings on record since 1994. Read from EDGAR 2026-10-12.
Where the revenue comes from
Product and service lines in fiscal 2026: System 64%, Customer Support and Other 36%. By geography: China 34%, Taiwan 23%, South Korea 19%, Japan 9%, United States 7%, Southeast Asia 5%. As tagged in its annual report (Form 10-K, filed 2026-08-07).
Who runs it
Archer, Timothy (President and CEO); Varadarajan, Seshasayee (Senior Vice President); Fernandes, Neil J (Senior Vice President); Lord, Patrick J (Executive Vice President); Vahedi, Vahid (Senior Vice President); Bettinger, Douglas R (Chief Financial Officer & EVP); Harter, Ava (Chief Legal Officer); Corrreia, Christina (CVP , Chief Accounting Officer); Rammohan, Karthikeyan (SVP, Global Ops & Ent Solns); Mayer, Bethany (director); and 10 more. 20 officers and directors have filed their own trades in the last fifteen months, names and titles as filed with the SEC, through 2026-09-30.
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