拉姆研究FY2027 Q1营收/EPS小幅超预期、下季指引仅略高于预期，盘后跌约6.8%

Lam Research ( LRCX ) shares fell 6.8% in extended trading on Wednesday after the chip equipment maker offered up an outlook for the coming quarter that was only slightly better than investors expected. For the period ending Sept. 27, Lam Research said it earned an adjusted $2.20 per share as revenue rose 54% year-over-year to come in at $8.22B. Systems revenue soared 62% year-over-year to $5.73B, while customer support revenue jumped 40% to $2.49B. Adjusted gross margin during the period was 52.4%, above the 52.1% estimate, while adjusted operating margin was 40.2%, above the 39.7% estimate. Analysts had expected the company to earn an adjusted $2.19 per share on $8.13B in revenue. "With AI driving higher semiconductor demand and greater device complexity, our focus on operational execution helped Lam deliver record revenue, profit, and earnings per share in the September quarter," said Lam Research President and CEO Tim Archer in a statement . "Our strategic investments in technology inflections and manufacturing capacity are paying off, strengthening our ability to outgrow the wafer fabrication equipment market as the industry expands." Looking ahead to the next quarter, Lam Research expects revenue to be $8.6B, plus or minus $400M, compared to the $8.54B analysts were expecting. Adjusted earnings are expected to be $2.33 per share, plus or minus $0.15, with the midpoint above the $2.32 analysts were expecting. The company will host a conference call at 5 p.m. EST to discuss the results.