| 1 | Energy | XLE | +30.6% |
| 2 | Technology | XLK | +21.9% |
| 3 | Industrials | XLI | +15.6% |
| 4 | Real Estate | XLRE | +13.8% |
| 5 | Materials | XLB | +11.1% |
| 6 | Consumer Staples | XLP | +8.3% |
| 7 | Utilities | XLU | +7.2% |
| 8 | Healthcare | XLV | +4.5% |
| 9 | Financials | XLF | +2.5% |
| 10 | Consumer Disc. | XLY | -7.6% |
| 11 | Communication | XLC | -9.1% |
Lam Research is one of the largest semiconductor wafer fabrication equipment manufacturers in the world. It specializes in deposition and etch, which entail the buildup of layers on a semiconductor and the subsequent selective removal of patterns from each layer. …
| Qtr | Date | EPS Est | Act | Δ | YoY | Rev Est | Act | Δ | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Q4 '26 | 7/29/26 | $1.68 | — | — | — | $6.7B | — | — | — |
| Q3 '26 | 4/22/26 | $1.36 | $1.47 | +8.1% | +41% | $5.8B | $5.8B | +1.4% | +24% |
| Q2 '26 | 1/28/26 | $1.17 | $1.27 | +8.6% | +40% | $5.2B | $5.3B | +2.1% | +22% |
| Q1 '26 | 10/22/25 | $1.22 | $1.26 | +3.3% | +47% | $5.2B | $5.3B | +1.9% | +28% |
| Q4 '25 | 7/30/25 | $1.20 | $1.33 | +10.8% | +63% | $5.0B | $5.2B | +3.5% | +34% |
| Q3 '25 | 4/23/25 | $0.98 | $1.04 | +6.1% | +34% | $4.6B | $4.7B | +2.8% | +24% |