| LRCX |
Report |
Revenue |
BEAT |
pred ~$6.83B vs. cons $6.69B |
MEDIUM |
| LRCX |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$1.75 vs. cons $1.69 |
MEDIUM |
| LRCX |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~50.8% vs. cons 50.5% |
MEDIUM |
| LRCX |
Guide |
September-quarter revenue guidance |
BETTER |
guide ~$7.00B vs. cons $6.83B (September 2026 quarter) |
MEDIUM |
| LRCX |
Guide |
September-quarter non-GAAP gross-margin guidance |
BETTER |
guide ~50.6% vs. cons 50.3% (September 2026 quarter) |
MEDIUM |
| LRCX |
Guide |
September-quarter non-GAAP EPS guidance |
BETTER |
guide ~$1.79 vs. cons $1.73 (September 2026 quarter) |
MEDIUM |
| LRCX |
Guide |
Calendar-2026 WFE outlook |
BETTER |
guide ~$145B vs. cons $142B (calendar 2026) |
MEDIUM |
| LRCX |
Guide |
Calendar-2027 WFE growth commentary |
BETTER |
guide ~10% growth vs. cons 8% growth (calendar 2027) |
LOW |
| LRCX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+7.0% |
— |
MEDIUM |
| LRCX |
Return |
5-day cumulative residual |
+10.0% (FOLLOW-THROUGH) |
A ~$7.00B September revenue outlook versus ~$6.83B consensus, together with ~$145B versus ~$142B calendar-2026 WFE, raises out-period revenue and EPS math rather than merely producing a June-quarter beat; the ~10% versus 8% calendar-2027 WFE-growth signal should support upward revisions after the call. |
MEDIUM |