| LRCX |
Report |
Revenue |
BEAT |
pred ~$6.77B vs. cons $6.690B |
MEDIUM |
| LRCX |
Report |
Non-GAAP diluted EPS |
BEAT |
pred ~$1.73 vs. cons $1.697 |
MEDIUM |
| LRCX |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~50.8% vs. cons 50.71% |
MEDIUM |
| LRCX |
Guide |
Revenue (September 2026 quarter) |
UNCHANGED |
guide ~$7.15B +/- $0.40B vs. cons $7.127B |
MEDIUM |
| LRCX |
Guide |
Non-GAAP EPS (September 2026 quarter) |
UNCHANGED |
guide ~$1.84 +/- $0.15 vs. cons $1.828 |
MEDIUM |
| LRCX |
Guide |
Gross margin (September 2026 quarter) |
UNCHANGED |
guide ~50.7% +/- 1 pt vs. cons 50.72% |
MEDIUM |
| LRCX |
Guide |
CY26 WFE outlook |
BETTER |
guide ~$150B vs. prior company outlook $140B; external consensus UNVERIFIED |
LOW |
| LRCX |
Return |
Day-1 residual (stock − beta × S&P 500) |
+1.0% |
— |
MEDIUM |
| LRCX |
Return |
5-day cumulative residual |
-1.0% (FADE) |
FADE — in-line formal guide limits follow-through despite WFE uplift |
MEDIUM |