U.S. semiconductor etching process equipment supplier Lam Research Corp. announced its financial report for the first quarter of fiscal year 2026 (ending September 28, 2025) after the U.S. stock market closed on Wednesday (October 22): revenue incre...
U.S. semiconductor etching process equipment supplier Lam Research Corp. announced its financial report for the first quarter of fiscal year 2026 (ending September 28, 2025) after the U.S. stock market closed on Wednesday (October 22): revenue increased by 3% quarterly to $5.32 billion, and non-GAAP gross profit margin increased by 30 basis points quarterly to $5.32 billion. Non-GAAP diluted earnings per share fell 5.3% to $1.26 on the quarter.
Investors.com reported that market consensus compiled by FactSet showed that analysts expected Colin R&D’s first-quarter revenue and non-GAAP diluted earnings per share to be US$5.22 billion and US$1.22 respectively.
(Source: Colin R&D)
Colin R&D estimates that revenue for this quarter (as of December 28, 2025) will reach US$5.20 billion (plus or minus US$300 million), Non-GAAP gross profit margin will be 48.5% (plus or minus 1 percentage point), and Non-GAAP diluted earnings per share will be approximately US$1.15 (plus or minus US$0.10).
Market consensus compiled by Huishen shows that analysts expect Colin R&D’s second-quarter revenue and non-GAAP diluted earnings per share to be US$4.8 billion and US$1.03 respectively.
Kelin Research and Development pointed out on Wednesday that China, Taiwan, South Korea, Japan, the United States, Southeast Asia, and Europe accounted for 43%, 19%, 15%, 10%, 6%, 5%, and 2% of the first-degree revenue respectively. For comparison, China, South Korea, Taiwan, Japan, the United States, Southeast Asia, and Europe accounted for 35%, 22%, 19%, 14%, 6%, 2%, and 2% of revenue in the fourth quarter respectively.
According to a slide released on Wednesday, Colin R&D pointed out that driven by better-than-expected investment in high-bandwidth memory (HBM), wafer fab equipment (WFE) investment in 2025 (January-December) is expected to be slightly higher than the originally expected US$105 billion.
Kelin R&D stated that driven by demand related to artificial intelligence (AI), WFE will show a solid foundation in 2026 (January-December).
Tim Archer, CEO of Colin R&D, said on Wednesday that Colin's innovative technologies are helping customers cope with the major transition in semiconductor manufacturing driven by AI.
Collin Research and Development fell 2.61% on Wednesday to close at $141.25, with the year-to-date increase narrowing to 95.56%. Colin R&D fell 0.88% to $140.00 after the bell on Wednesday.
Further reading: U.S. chip equipment manufacturer Colin R&D mentioned the impact of tariffs and fell 5% in after-hours trading
