核心观点 - Lam Research 2026年9月季度营收82.2亿美元，同比增长54.4%，每股收益2.20美元，上年同期为1.26美元 [1] - 营收超出Zacks共识预期81.4亿美元，意外惊喜为+0.99%；每股收益超出共识预期2.17美元，意外惊喜为+1.38% [1] - 除营收和盈利的同比变化及与华尔街预期的比较外，部分关键指标能更好洞察公司底层经营表现，将这些指标与上年同期数据及分析师预期比较有助于更准确预测股价表现 [2] - Lam Research 股价过去一个月回报率为-15.3%，同期Zacks标普500综合指数变化为+1%；该股目前Zacks排名为第2名（买入），表明其短期内可能跑赢大盘 [3] 分项经营指标 - 领先及非领先边缘设备与升级营收——存储：占比46%，两位分析师平均预期为45.7% [4] - 领先及非领先边缘设备与升级营收——逻辑/集成器件制造：占比8%，两位分析师平均预期为10.7% [4] - 领先及非领先边缘设备与升级营收——代工：占比46%，两位分析师平均预期为43.7% [4] - 客户支持相关营收及其他：24.9亿美元，三位分析师平均预期为25亿美元，同比增长40% [4] - 系统营收：57.3亿美元，三位分析师平均预期为56.1亿美元，同比增长61.6% [4]

Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026 Lam Research Corporation Reports Financial Results for the Quarter Ended September 27, 2026 Lam Research Corporation Oct 21, 2026, 16:05 ET FREMONT, Calif., Oct. 21, 2026 /PRNewswire/ -- Lam Research Corporation (the "Company," "Lam," "Lam Research") today announced financial results for the quarter ended September 27, 2026 (the "September 2026 quarter"). Highlights for the September 2026 quarter were as follows: Key ...