Lam Research Corp (NASDAQ:LRCX) Surpasses Q4 2025 Earnings Estimates with Revenue and EPS Beat

Lam Research Corp (NASDAQ:LRCX) reported its fiscal fourth-quarter 2025 earnings, surpassing analyst expectations on both revenue and earnings per share (EPS). The semiconductor equipment manufacturer posted revenue of $5.17 billion, exceeding the consensus estimate of $5.11 billion. Similarly, EPS came in at $1.33, beating the forecasted $1.23.

Key Takeaways from the Earnings Report

• Revenue Beat: The company reported $5.17 billion in sales, a 1.2% increase over analyst expectations.
• EPS Surprise: Earnings per share of $1.33 outperformed estimates by approximately 7.8%.
• Market Reaction: Shares rose 4.05% in after-hours trading, indicating a positive investor response to the earnings beat.

Performance and Outlook

While the press release did not provide explicit forward guidance, analysts have already set expectations for the coming quarters. For Q1 2026, revenue is projected at $4.72 billion with an EPS estimate of $1.02. For the full fiscal year 2026, sales are forecasted at $19.15 billion, with revenue growth estimated at $4.14 billion.

The lack of company-provided guidance does not necessarily imply caution, but investors will likely monitor future statements for confirmation of growth trends. The immediate after-market rally suggests confidence in Lam Research’s ability to maintain momentum in the semiconductor equipment sector.

Broader Context

Lam Research specializes in semiconductor fabrication equipment, serving memory, foundry, and logic chip manufacturers. Its product portfolio, including systems like ALTUS, SABRE, and VECTOR, remains critical as demand for advanced chips in AI, automotive, and consumer electronics continues to grow.

For a deeper dive into Lam Research’s earnings history and future estimates, visit the earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.