Seeking AlphaCodex · 实盘不做把握 8/10
北京时间·🕒 发布 04:28:55时区推断·⟳ 抓取 04:29:04·⚡ 决策 07-30 04:30:05 +1m01s·89.5 天前
拉姆研究公布四季度业绩和下一季度指引均高于预期，盘后股价异动
本次财报本身为正面事件：四季度收入同比增长30%至67.2亿美元，高于市场预期，下一财季收入指引77亿至85亿美元也明显高于71亿美元一致预期。
📄 原文Seeking Alpha↗ 原文
Lam Research pops up after Q4 revenue jumps 30%; outlook smashes estimates
Lam Research (LRCX) jumped 8% after reporting its fourth quarter fiscal 2026 financial results post-market on Wednesday…
不做 拉姆研究（LRCX.US）
近72小时已处理同一LRCX四季度业绩和下一财季指引催化，当前Seeking Alpha稿件只是重复转述，不重复出交易决策。
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研究档案
🔎 新鲜度:最早出现 2026-07-29 · 扩散 high · price-in 风险 high ↗
关键理由
- 本次财报本身为正面事件：四季度收入同比增长30%至67.2亿美元，高于市场预期，下一财季收入指引77亿至85亿美元也明显高于71亿美元一致预期。
- 但近72小时已多次处理同一拉姆研究财报催化，当前Seeking Alpha稿件只是同一业绩与指引事件的转述，不能重复出卡。
主要风险
- 若后续公司电话会披露新增WFE、China或客户订单指引变化，应作为新增事实重新研判。
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原文全文
展开原文 · 1,169 字
Lam Research (LRCX) jumped 8% after reporting its fourth quarter fiscal 2026 financial results post-market on Wednesday.
For the quarter ended June 28, the semiconductor equipment manufacturer reported adjusted earnings per share of $1.82 versus the consensus estimate of $1.68.
Revenue for the fourth quarter increased 30% year over year to $6.72B, which was more than the $6.67B estimate. Its adjusted gross margin was 52% compared to the 50.5% consensus. Capital expenditures totaled $188.8M during the quarter, which was less than the expected $270M.
"Lam delivered record revenue, operating margin and earnings per share in the June quarter as AI-driven demand continues to reshape the semiconductor industry," said CEO Tim Archer. "Our strategic investments and technology leadership are helping customers accelerate through rising manufacturing complexity, positioning Lam for a third consecutive year of outperformance in 2026."
Looking ahead, Lam Research expects its first quarter fiscal 2027 revenue to range from $7.7B to $8.5B, which is much more than the $7.1B estimate. It projects EPS ranging from $2 to $2.30, which again clears the consensus of $1.84.
For the quarter ended June 28, the semiconductor equipment manufacturer reported adjusted earnings per share of $1.82 versus the consensus estimate of $1.68.
Revenue for the fourth quarter increased 30% year over year to $6.72B, which was more than the $6.67B estimate. Its adjusted gross margin was 52% compared to the 50.5% consensus. Capital expenditures totaled $188.8M during the quarter, which was less than the expected $270M.
"Lam delivered record revenue, operating margin and earnings per share in the June quarter as AI-driven demand continues to reshape the semiconductor industry," said CEO Tim Archer. "Our strategic investments and technology leadership are helping customers accelerate through rising manufacturing complexity, positioning Lam for a third consecutive year of outperformance in 2026."
Looking ahead, Lam Research expects its first quarter fiscal 2027 revenue to range from $7.7B to $8.5B, which is much more than the $7.1B estimate. It projects EPS ranging from $2 to $2.30, which again clears the consensus of $1.84.
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