Lam Research Corporation LRCX
Semis/Hardware Industrial

Lam Research Corporation trades at 8.8x EV/NTM revenue on a $280.56B enterprise value. Revenue grew 54.4% year over year to $8.22B in the quarter ending September 2026, an annual run rate of $32.88B.

ARR ($M)
Net Dollar Retention
--
ARR Growth
--
EV / NTM Revenue
8.8x
Payback Period
EV / Run Rate
8.5x
Price & Key Metrics
Price Performance
Company Details
Share Price: 227.56
Last Filing Date: 2026-09-30
Last Filing: Form
Founding Year: 1980
IPO Year: 1990
% of 52 wk High: 53%
Description
Supplies wafer fabrication equipment and services to the semiconductor industry, focusing on thin film deposition, plasma etch, and chemical vapor deposition.
Reporting Notes
Categories
Semis/Hardware Industrial
Valuation
Market Cap: 284,261.353
Enterprise Value: 280,559.413
EV / Revenue Run Rate: 8.5x
EV / NTM Revenue: 8.8x
EV / 2026 Revenue Estimates: 10.6x
EV / 2027 Revenue Estimates: 8.0x
EV / 2028 Revenue Estimates: 6.6x
Key Business Metrics
Net Dollar Retention: --
Customers: --
ARR: --
ARR Growth %: --
ARR/Customer ($K): --
ARR/Employee ($K): --
Revenue
Revenue Run Rate: 32,877
ARR: --
2026 Revenue Estimates: 26,458
2027 Revenue Estimates: 35,099
2028 Revenue Estimates: 42,498
LTM Revenue: 26,127
Last Year Run Rate: 21,296
Growth
Revenue Growth: 54%
ARR Growth: --
Growth Persistence: 196%
2026 Revenue Growth Estimates: 28%
2027 Revenue Growth Estimates: 33%
2028 Revenue Growth Estimates: 21%
Financials
Quarterly
Calendar Year
Frequently Asked Questions

How fast is Lam Research Corporation growing?

Lam Research Corporation grew revenue 54.4% year over year, reaching $8.22B in the quarter ending September 2026.

What multiple does Lam Research Corporation trade at?

Lam Research Corporation trades at 8.8x EV/NTM revenue and 8.5x EV/run-rate, on an enterprise value of $280.56B.

Is Lam Research Corporation profitable?

For Lam Research Corporation, operating income was $3.28B last quarter and LTM free cash flow margin is 25.0%.

What sector is Lam Research Corporation in?

Public Comps classifies Lam Research Corporation under Semis/Hardware and Industrial.

Where does Public Comps get Lam Research Corporation's data?

Figures come from Lam Research Corporation's own SEC filings, normalised into a consistent quarterly format and refreshed after each earnings release.