FilingsTodayLAM Research
At a glance
LAM Research reported 2025 revenue of $23.23B, up 26% from $18.44B in 2024. Over 4 years since 2021 ($17.23B), that is growth of about 7.8% a year. Operating margin was 35.3%, up from 31.2% in 2021. 2025 was the highest revenue year in this period.
In the last 12 months 8 insiders reported 0 open-market purchases and 22 sales ($175.8M). 14 of the sales were made under pre-arranged 10b5-1 plans. The largest was a sale of $26.8M by President and CEO Timothy Archer on Dec 18, 2025.
LAM Research filed 8 current reports (Form 8-K) in the last 12 months, most often for results of operations (4), officer or director change (4), change to holders’ rights (1) and bylaws or fiscal year change (1). The latest officer or director change was reported on Aug 27, 2026.
7 of the 20 investors tracked here held LAM Research at the last quarter end, worth $7.51B combined. It is the largest weight for Coatue Management (8.4% of its portfolio), followed by Tiger Global Management (5.7%). New this quarter: Duquesne Family Office. Added: Renaissance Technologies. Reduced: Coatue Management, Tiger Global Management and Bridgewater Associates.
Annual results
| Year | 2021 | 2022 | 2024 | 2025 |
|---|---|---|---|---|
| Net income | $4.61B | $4.51B | $5.36B | $7.27B |
| Diluted EPS | $32.75 | $3.32 | $4.15 | $5.76 |
| Dividend per share | $6.00 | $0.69 | $0.92 | $1.04 |
Fiscal year ends Jun 27 · incorporated in DE
Tracked investors holding (13F)
Weight is the share of each investor's portfolio, as of the quarter end.
Current reports (8-K, last 12 months)
Insider open-market trades (last 12 months)
Source: SEC EDGAR. How figures are combined