Lam Research Corporation

LSE:0JT5 Stock Report

Market Cap: US$95.0b

Lam Research Past Earnings Performance

Past criteria checks 5/6

Lam Research has been growing earnings at an average annual rate of 11.5%, while the Semiconductor industry saw earnings growing at 27.1% annually. Revenues have been growing at an average rate of 9.8% per year. Lam Research's return on equity is 47.9%, and it has net margins of 26%.

Key information

11.5%

Earnings growth rate

13.7%

EPS growth rate

Semiconductor Industry Growth15.0%
Revenue growth rate9.8%
Return on equity47.9%
Net Margin26.0%
Last Earnings Update29 Sep 2024

Recent past performance updates

Recent updates

Revenue & Expenses Breakdown

How Lam Research makes and spends money. Based on latest reported earnings, on an LTM basis.

Earnings and Revenue History

LSE:0JT5 Revenue, expenses and earnings (USD Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
29 Sep 2415,5914,0579041,975
30 Jun 2414,9053,8288681,902
31 Mar 2414,2413,6108521,807
24 Dec 2314,3173,4588291,724
24 Sep 2315,8363,9728341,716
25 Jun 2317,4294,5118331,727
26 Mar 2318,8574,9178431,736
25 Dec 2219,0485,1258671,714
25 Sep 2217,9974,8518691,655
26 Jun 2217,2274,6058861,604
27 Mar 2216,7374,5418931,575
26 Dec 2116,5244,5908801,549
26 Sep 2115,7544,2658621,520
27 Jun 2114,6263,9088301,493
28 Mar 2113,2733,4607981,450
27 Dec 2011,9292,9647591,377
27 Sep 2011,0562,6097151,321
28 Jun 2010,0452,2526821,252
29 Mar 209,6142,0976651,209
29 Dec 199,5492,0706901,220
29 Sep 199,4892,1246851,186
30 Jun 199,6542,1917021,191
31 Mar 1910,4182,6717281,223
23 Dec 1810,8712,9027451,210
23 Sep 1810,9302,3237531,206
24 Jun 1811,0772,3817621,190
25 Mar 1810,2961,8867311,148
24 Dec 179,5581,6826911,108
24 Sep 178,8592,0256741,074
25 Jun 178,0141,6986581,034
26 Mar 177,2151,430593985
25 Dec 166,375999585941
25 Sep 165,918889592915
26 Jun 165,886914631914
27 Mar 165,821786628898
27 Dec 155,900849612895
27 Sep 155,707803596871
28 Jun 155,259656592825
29 Mar 155,027758615789
28 Dec 144,861716593757
28 Sep 144,745688598735
29 Jun 144,607632605716
30 Mar 144,345485573711
29 Dec 133,962339607699

Quality Earnings: 0JT5 has high quality earnings.

Growing Profit Margin: 0JT5's current net profit margins (26%) are higher than last year (25%).

Free Cash Flow vs Earnings Analysis

Past Earnings Growth Analysis

Earnings Trend: 0JT5's earnings have grown by 11.5% per year over the past 5 years.

Accelerating Growth: 0JT5's earnings growth over the past year (2.9%) is below its 5-year average (11.5% per year).

Earnings vs Industry: 0JT5 earnings growth over the past year (2.9%) exceeded the Semiconductor industry -11.6%.

Return on Equity

High ROE: 0JT5's Return on Equity (47.9%) is considered outstanding.

Return on Assets

Return on Capital Employed

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Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2024/12/26 12:33
End of Day Share Price 2024/12/24 00:00
Earnings2024/09/29
Annual Earnings2024/06/30

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Lam Research Corporation is covered by 68 analysts. 30 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
James KelleherArgus Research Company
Ishan MajumdarBaptista Research
Thomas O'MalleyBarclays