LRCXLam Research
Incorporated in 1980, Lam Research Corporation (“Lam Research,” “Lam,” “we,” “our,” “us,” or the “Company”) is a Delaware corporation, headquartered in Fremont, California. 10-K, Item 1
- Headquarters
- Fremont, CA
- CEO
- Timothy Archer
- Next results
- around Jan 27, 2027
Dilution: new shares, stock pay and buybacks
prospectuses (S-3, 424B) of the last three years and the 10-K cash flow From EDGARShares offered
Since Nov 11, 2023: 1 shelf registration.
- Aug 11, 2025 Shelf registration: shares and other securities, amount not fixed S-3ASR
Every offering filing →“Under this shelf process, we may, from time to time, sell any amount of securities described in this prospectus in one or more offerings.”
S-3ASR, Aug 11, 2025 ↗
Diluted shares: 1.26B in the year to Jun 28, 2026 2026 -2.3%2025 -2.3%2024 -2.8%2023 -3.4%
Change in the diluted weighted average share count from the fiscal year before, stock splits taken out. Bars use one scale for stock pay and buybacks. Prospectuses are read from their cover page; preliminary ones are left out. Cash & buybacks, year by year → · How
FY2026, from the cash flow statement in the 10-K, added up.
Came from
| Operating cash flow | $5.9B |
| Shares sold | $17.4M |
| Cash on hand used | $809.7M |
Went to
| Capital spending | $966.4M |
| Buybacks | $3.9B |
| Dividends | $1.3B |
| Other, net investments bought and sold, other financing and investing lines, and exchange rates |
$596.4M |
Each number is a line of the cash flow statement as the company tagged it. "Other, net" is what those lines do not cover (investments bought and sold, other financing and investing lines, and exchange rates); Tickdelta does not estimate it.
Each CEO's years
The CEO of each fiscal year as named in the proxy's pay versus performance table, and what the 10-Ks show for those years. Facts, not a grade.
Timothy M. Archer
- Operating cash flow
- $5.9B
- Capital spending
- $966.4M
- Buybacks
- $3.9B
- Dividends
- $1.3B
- Stock-based pay
- $386.4M
- Diluted shares since FY2025
- -2.3%
- Revenue since FY2025
- +26%
- Debt since FY2025
- -$747.3M
- CEO pay (reported)
- $40.4M
| Fiscal year to | Buybacks | Dividends | Stock pay | Shares issued for cash | Diluted shares |
|---|---|---|---|---|---|
| 2026-06-28 | $3.9B | $1.3B | $386.4M | $17.4M | 1.26B |
| 2025-06-29 | $3.4B | $1.1B | $343.4M | $2.5M | 1.29B |
| 2024-06-30 | $2.8B | $1.0B | $293.1M | $15.6M | 1.32B |
| 2023-06-25 | $2.0B | $907.9M | $286.6M | $11.1M | 1.36B |
| 2022-06-26 | $3.9B | $815.3M | $259.1M | $5.7M | 140.63M |
From the XBRL of the 10-Ks (cash flow statement and diluted weighted average shares); each year as reported in the latest 10-K that includes it. Concepts: buybacks = PaymentsForRepurchaseOfCommonStock; dividends = PaymentsOfDividends; sbc = ShareBasedCompensation; issuance = ProceedsFromIssuanceOfCommonStock; diluted_shares = WeightedAverageNumberOfDilutedSharesOutstanding.
Price paid per share
What LRCX paid on average for each share it bought back, each fiscal year: dollars spent divided by shares bought, both from the 10-K.
| Fiscal year to | Shares bought | Spent | Average price | |
|---|---|---|---|---|
| 2011-06-26 | 10.00M | $47.6M | $4.76 |
Shares and dollars from the statement of shareholders' equity (the cash flow line also counts shares withheld for taxes, so it is not used). Share counts filed before a stock split are put on today's count. A year where the 10-K does not tag both numbers is left out. The latest year with both numbers tagged is 2011.
Work on LRCX in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/LRCX/export.csv") into a cell.