Lam Research Corporation LRCX NASDAQ

Lam Research Corporation (LRCX) reported exceptional year-over-year revenue growth of +26.8% through 2025-12 (TTM revenue vs prior-year TTM). Net income showed exceptional earnings expansion of +44.7% YoY, reaching $1.6B in the latest quarter. The net profit margin is 29.8%, which is exceptional. The company has maintained profitability in all 4 quarters. The gross margin is 49.8% (moderate), up 2pp vs the prior year. With a $340B market cap, MOAT composite score of 83/100 (strong competitive position).

Criteria proven by this page:

• GROWTH (55/100, Pass) — proving strong growth momentum
• PAST (100/100, Pass) — proving consistent earnings. Looking at the full 40-year annual history, the company was profitable in 32 of 40 years — a solid long-term record with occasional losses
• INCOME (85/100, Pass) — proves strong profitability and pricing power
• MOAT (83/100, Pass) — strong gross margins and market scale prove a durable competitive advantage

Overall SharesGrow Score: 76/100 with 5/7 criteria passed.