公司业绩与展望 - 公司发布第三季度营收预测，该预测高于华尔街预期[1] - 企业客户正增加其芯片制造工具的订单[1] 行业动态 - 企业正在加大芯片制造工具的采购力度[1]

业绩总结 - 2025年全年收入为206亿美元，较2024年的162亿美元增长了27.1%[31] - 2025年每股收益为4.89美元，较2024年的3.36美元增长了45.5%[31] - 2025财年美国通用会计准则（U.S. GAAP）净收入为6,213,409千美元，较2024财年的4,293,570千美元增长45.0%[49] - 2025财年非美国通用会计准则（Non-GAAP）净收入为6,235,945千美元，较2024财年的4,387,603千美元增长42.2%[49] - 2025财年美国通用会计准则（U.S. GAAP）收入为20,560,532千美元，较2024财年的16,209,088千美元增长26.5%[49] - 2025财年美国通用会计准则（U.S. GAAP）每股稀释净收入为4.88美元，较2024财年的3.29美元增长48.2%[49] - 2025财年自由现金流为6,215,611千美元[58] 用户数据 - 2025年12月季度收入为53.4亿美元，较2025年9月季度的53.24亿美元略有增长[40] - 2025年12月季度客户支持业务收入为19.9亿美元，较2025年9月季度的17.8亿美元增长了6.1%[39] 财务指标 - 2025年12月季度非GAAP毛利率为49.7%，较2025年9月季度的50.6%有所下降[40] - 2025年12月季度非GAAP营业收入为18.31亿美元，占收入的34.3%[40] - 2025财年美国通用会计准则（U.S. GAAP）毛利率为49.8%，较2024财年的47.6%上升2.2个百分点[53] - 2025财年非美国通用会计准则（Non-GAAP）毛利率为49.9%，较2024财年的48.2%上升1.7个百分点[53] - 2025财年美国通用会计准则（U.S. GAAP）运营费用为3,297,258千美元，较2024财年的2,934,545千美元增长12.4%[53] 未来展望 - 2026年第一季度预计收入为57亿美元，非GAAP每股收益预计为1.35美元[42] 现金流与资产 - 2025年12月季度的现金股利为3.28亿美元，较2025年9月季度的2.92亿美元增长了12.3%[40] - 2025年12月季度的总现金余额为61.96亿美元，较2025年9月季度的67.12亿美元下降了8.6%[41] - 2025年12月季度的应收账款净额为34.92亿美元，较2025年9月季度的36.33亿美元下降了3.9%[41]

公司业绩与市场表现 - 科林研发在截至12月28日的第二财季调整后每股收益为1.27美元，营收为53.4亿美元，超出华尔街预期[1] - 公司对当前财季的业绩指引远高于市场观点[1] - 业绩公布后，LRCX股价在盘后交易中上涨[1] - 科林研发的股价创下历史新高，并被列为当日IBD首选股[1] 行业与业务驱动因素 - 人工智能芯片生产推动了半导体设备销售[1] - 半导体设备行业受到关注，科林研发是其中的重要公司[1] - 在收益表现最佳的股票中，博通等芯片公司获得高评级[1]

Lam Research Corp. (NASDAQ:LRCX) shares climbed in Wednesday's extended trading after the company released its second-quarter earnings report, beating analyst estimates. Here's a look at the key figures from the quarter. LRCX stock is moving. Watch the price action here.The Details: Lam Research reported quarterly earnings of $1.27 per share, which beat the Street estimate of $1.17 by 8.45%, according to Benzinga Pro.Quarterly revenue of $5.35 billion beat the analyst consensus estimate of $5.24 billion and ...

FREMONT, Calif., January 28, 2026 - Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the "December 2025 quarter"). Highlights for the December 2025 quarter were as follows: Exhibit 99.1 FOR IMMEDIATE RELEASE Lam Research Corporation Reports Financial Results for the Quarter Ended December 28, 2025 Key Financial Data for the Quarters Ended December 28, 2025 and September 28, 2025 (in thousands, except per-share data, pe ...

FREMONT, Calif., Jan. 28, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended December 28, 2025 (the "December 2025 quarter"). Highlights for the December 2025 quarter were as follows: | December 2025 | September 2025 | Change Q/Q | | | | --- | --- | --- | --- | --- | | Revenue | $ | $ | — | | | | 5,344,791 | 5,324,173 | | | | Gross margin as percentage of revenue | 49.6 % | 50.4 % | - 80 | | | | | | bps | | | Operating ...

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KIEV, UKRAINE - 2018/11/10: In this photo illustration, the Lam Research Corporation logo seen displayed on a smartphone. Lam Research Corporation is an American corporation that engages in the design, manufacture, marketing, and service of semiconductor processing equipment used in the fabrication of integrated circuits. (Photo Illustration by Igor Golovniov/SOPA Images/LightRocket via Getty Images)LightRocket via Getty ImagesLam Research (LRCX) has faced setbacks in the past. Its stock has experienced dro ...

We recently published 14 Stocks on Jim Cramer’s Radar.  Lam Research Corporation (NASDAQ:LRCX) is one of the stocks on Jim Cramer's radar. Lam Research Corporation (NASDAQ:LRCX) is an American semiconductor manufacturing equipment provider. Its shares are up by 194% over the past year and by 20% year-to-date. Goldman Sachs started the year on a strong note for Lam Research Corporation (NASDAQ:LRCX). As per The Fly, the bank raised the firm’s share price target to $180 from $160 and kept a Buy rating on th ...

宏观经济事件与央行决议 - 美国联邦公开市场委员会将于次日03:00发布利率决议声明 随后美联储主席鲍威尔将在03:30举行例行新闻发布会[9][10] - 加拿大央行将于22:45公布利率决议 巴西央行将于次日05:30公布利率决议[6][12] - 欧洲央行执委Elderson将于18:00发表关于任命的听证会开场白演讲 执行理事会成员Isabel Schnabel将于次日02:00发表讲话[3][8] 公司业绩发布 - 美股盘前 苹果供应商康宁公司及星巴克将发布业绩报告[4] - 美股盘后 微软 Meta 特斯拉将发布业绩报告 拉姆研究 IBM ServiceNOW也将发布业绩报告[11] - 欧股盘前 阿斯麦控股将发布业绩报告[2] 经济数据发布 - 美国能源信息署将于23:30发布政府版原油库存周报[7] - 美国12月商品贸易帐将于21:30公布[5] - 新西兰12月进出口与贸易帐将于次日05:45公布[13]