Lam Research Corp (LRCX) — the earnings record

As of the 2026-10-21 card — updated after each print. An investment research diary, not advice.

The record at a glance

10/11EPS beats

11/11revenue beats

6 · 3 · 2up · flat · down (+3d, ±3%)

2026-10-21next print

Reactions across the covered prints span -16.4% to +16.7% — the beat column and the reaction column frequently disagree, which is the whole reason the record scores them separately. The street carries Reported 21 October after the close: EPS $2.20 vs $2.18, revenue $8.22B vs ~$8.14B — a beat on both lines, inside its own July guidance. Window from Wednesday’s close of 260.81: paid ≥ 268.63, sold < 252.99, scored Monday 26 October. into the next print.

Print by print

Print	Date	EPS	Revenue
Oct 26	2026-10-21	✓ beat	✓ beat
Jul 26	2026-07-29	✓ beat	✓ beat
Apr 26	2026-04-22	✓ beat	✓ beat
Jan 26	2026-01-28	✓ beat	✓ beat
Oct 25	2025-10-22	✓ beat	✓ beat
Jul 25	2025-07-30	✓ beat	✓ beat
Apr 25	2025-04-23	✓ beat	✓ beat
Jan 25	2025-01-29	✓ beat	✓ beat
Oct 24	2024-10-23	✓ beat	✓ beat
Jul 24	2024-07-31	✓ beat	✓ beat
Apr 24	2024-04-24	✗ miss	✓ beat

The per-print reaction chart, the load-bearing metric and the behavior read live on the full LRCX print-record card — free registration.

FAQ · from the current data · as of 2026-10-21

Quick answers

How often does Lam Research Corp beat earnings estimates?

Across the last 11 covered prints (as of the 2026-10-21 card), Lam Research Corp beat EPS estimates 10 of 11 times and revenue estimates 11 of 11 times, with 10 double beats.

How does LRCX stock react to earnings?

Measured close-of-print-day to the close three sessions later: 6 of the last 11 prints resolved up (beyond +3%), 3 flat, 2 down — reactions spanning -16.4% to +16.7%. Beat-or-miss and reaction are scored separately because they frequently disagree.

What was LRCX's biggest earnings reaction?

+16.7% over the three sessions after the Jul 26 print (2026-07-29).

When does Lam Research Corp report earnings next?

2026-10-21 (Reported 21 October after the close: EPS $2.20 vs $2.18, revenue $8.22B vs ~$8.14B — a beat on both lines, inside its own July guidance. Window from Wednesday’s close of 260.81: paid ≥ 268.63, sold < 252.99, scored Monday 26 October.). The full print-record card — reaction chart, the load-bearing metric and the behavior read — updates after each print; registration is free. An investment research diary, not advice.

Mentioned on Closelooknet

Where LRCX appears in the diary — 22 pieces, newest first. Every link is our own writing.

Dailies

Big Tech Earnings — Seoul buys back the chip sell-off as Tesla, Meta, IBM, SAP and Lam Research report tonightMorning 10 · 21 Oct 2026The reason for the hesitation on both sides of the Pacific reports tonight: Tesla, Meta, IBM, SAP and Lam Research all publish results after the US close — the heaviest reporting night of the quarter so far, touching the AI trade from…
Tech — the tape buys the reporters: Nasdaq-100 +1.1%, Meta +2.4%, Tesla +3.6% hours before their printsMidday 10 · 21 Oct 2026And all five of tonight's reporters trade higher: Meta +2.4%, Tesla +3.6%, SAP +2.1%, Lam Research +1.1%, IBM +1.0%.
Chips — the open follows Seoul, then turns: chip index from −2.4% to +0.7%; small caps +1.6%Midday 10 · 20 Oct 2026Chip-equipment makers stay sold before Lam Research reports; GM and GE Aerospace beat and fall; health care +2.3%.
AI Trade — Asia bounces, Kospi +3.3%; Nasdaq-100 holds its support line, Jakarta −10.8% on MSCIMorning 10 · 16 Oct 2026Underneath, the money moved: chip-equipment makers Applied Materials (−3.8%) and Lam Research (−3.5%) fell again and Dell lost another 5.7%, while ServiceNow rose 6.2%, Salesforce 5.5% and the software fund IGV 2.0%.
Tech — the whole complex sold: chip fund −2.1%, software −4.3%; Nasdaq −1.1% while the Dow is greenMidday 10 · 16 Oct 2026
AI Trade — TSMC is ‘prudent’ on 2027: chip fund −2.0%, Dell −7.7%; software bought, Dow +0.9%Midday 10 · 15 Oct 2026The selling hits the companies that build AI capacity: chip-machine makers Lam Research −4.4% and Applied Materials −4.0%, Dell −7.7% on its second day after a Barclays downgrade, Arista −5.3%.
ASML — record €11.7 billion quarter and sold out into 2028; inflation at 12:30 UTCMorning 10 · 14 Oct 2026
Storage — Seagate −9.2%, Western Digital −6.9% on a record day for the S&P 500 and the NasdaqMorning 10 · 7 Oct 2026The chip-equipment makers fell for a second day — KLA −4.5%, Lam Research −3.4%.

Related in the Closelooknet universe

same Closelooknet index seat first, then Semiconductor Equipment & Materials. Scored names rank on their Closelooknet score; names without one rank on trend state — above or below their 50- and 200-day averages — never on a score they do not carry.