Lam Research (LRCX) investor relations material
Lam Research Proxy filing summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Executive summary
Annual meeting scheduled for November 3, 2026, to be held virtually for shareholder participation.
Shareholders are encouraged to review proxy materials online and vote by November 2, 2026, or October 29, 2026, for 401(k) plan shares.
Voting matters and shareholder proposals
Election of ten directors, with board recommending a vote for all nominees.
Advisory vote on executive compensation (say-on-pay), with board recommending approval.
Ratification of KPMG LLP as independent auditor for fiscal year 2027, recommended by the board.
Stockholder proposal on attainable right to call special meetings, with board recommending a vote against.
Board of directors and corporate governance
Ten director nominees listed for election, including both current and new members.
Board provides recommendations for each voting item to guide shareholder decisions.
- Annual meeting covers director elections, pay, auditor, and ESG, with Board opposing special meeting proposal.LRCX
Proxy filing - Unprecedented demand, AI-driven productivity, and innovation fuel growth and record margins.LRCX
Goldman Sachs Communacopia + Technology Conference 2026 - AI demand and new products drive growth, with margins and service innovation at record highs.LRCX
Citi’s 2026 Global TMT Conference - Record revenue and margin growth driven by AI and memory demand, with strong outlook.LRCX
Q4 2026 - WFE spending and margins are rising, driven by NAND upgrades and 3D architecture trends.LRCX
Bank of America Global Technology Conference 2025 - Q1 FY2025 revenue and EPS surpassed guidance, with strong outlook for 2025 growth.LRCX
Q1 2025 - Poised for outsized growth via 3D device inflections, new products, and margin expansion.LRCX
Investor Day 2025 - Record revenue and margin growth, robust outlook, and strong capital returns despite tariffs.LRCX
Q3 2025 - Q4 2024 revenue rose 5% to $4.38B, with strong margins and robust 2025 outlook.LRCX
Q2 2025
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Next Lam Research earnings date
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