Lam Research (LRCX) Q2 Earnings and Revenues Beat Estimates

分组1 - Lam Research reported quarterly earnings of $1.27 per share, exceeding the Zacks Consensus Estimate of $1.17 per share, and showing an increase from $0.91 per share a year ago, resulting in an earnings surprise of +8.99% [1] - The company achieved revenues of $5.34 billion for the quarter ended December 2025, surpassing the Zacks Consensus Estimate by 2.11%, and up from $4.38 billion year-over-year [2] - Lam Research has consistently outperformed consensus EPS and revenue estimates over the last four quarters [2] 分组2 - The stock has gained approximately 39.3% since the beginning of the year, significantly outperforming the S&P 500's gain of 1.9% [3] - The company's earnings outlook is crucial for future stock performance, with current consensus EPS estimates at $1.20 for the coming quarter and $4.85 for the current fiscal year [4][7] - Lam Research holds a Zacks Rank 1 (Strong Buy), indicating expectations for the stock to outperform the market in the near future [6] 分组3 - The Electronics - Semiconductors industry, to which Lam Research belongs, is currently ranked in the top 23% of over 250 Zacks industries, suggesting a favorable environment for stock performance [8] - Another company in the same industry, nLight, is expected to report quarterly earnings of $0.11 per share, reflecting a year-over-year increase of +136.7% [9]