Lam Research Corporation
TechnologyNASDAQ:LRCX · NASDAQ Global Select
+$9.83 today
Vol 5.24M · Avg 9.91M
Management
Put operating results in leadership context
Review returns on capital, executive background, insider transactions, and growth quality to judge whether management is compounding value well.
Return Metrics
ROE, ROIC & ROA over time
ROE
54.3%
avg 42.7%
ROIC
34.0%
avg 23.8%
ROA
25.1%
avg 18.4%
Analysis
ROE is currently the strongest return metric at 54.3% versus its period average of 42.7%. 3 of 3 return metrics are above their quality threshold, which helps indicate how efficiently the company turns capital and assets into profit.
Management
Key executives, compensation & ownership
| Name | Title | Compensation | Tenure | Age | Shares Owned | Ownership % |
|---|---|---|---|---|---|---|
Timothy Archer | President, Chief Executive Officer & Director | $4.20M | — | 59 | $1.25M | 0.10% |
Douglas R. Bettinger | Executive Vice President & Chief Financial Officer | $1.79M | — | 59 | $13,240.00 | <0.01% |
Ava Harter | Senior Vice President, Chief Legal Officer & Secretary | $1.69M | — | 56 | $59,215.46 | <0.01% |
Seshasayee Varadarajan | Executive Vice President & Chief Operating Officer | $1.57M | — | 51 | $262,111.00 | 0.02% |
Vahid Vahedi | Senior Vice President, Chief Technology & Sustainability Officer | $1.22M | — | 60 | $276,896.00 | 0.02% |
Mary Teresa Hassett | Senior Vice President & Chief Human Resources Officer | — | — | 52 | — | — |
Karthik Rammohan | Senior Vice President of Global Operations & Enterprise Solutions | — | — | — | $0.00 | <0.01% |
Audrey Charles | Senior Vice President of Corporate Strategy and Advanced Packaging & President of lam Capital | — | — | — | — | — |
Christina C. Correia | Chief Accounting Officer & Group Vice President | — | — | 56 | $76,796.00 | <0.01% |
Ram Ganesh | Vice President of Investor Relations | — | — | — | — | — |
Steve Fine | Group VP & Chief Communication Officer | — | — | — | — | — |
Insider Trading
SEC Form 4 transactions — last 12 months
Buys
0
$0.00
Sells
16
$71.70M
Net Sentiment
$71.70M
Net selling
Most Active
Harter Ava
5 transactions
1–10 of 16
Analysis
Insiders reported 0 buys worth $0.00 and 16 sells worth $71.70M over the last 12 months. That adds up to net selling of $71.70M. Harter Ava was the most active insider with 5 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +38.3% | +26.6% (15yr)7 analysts |
| Revenue | N/A | N/A | +25.4% | +16.3% (15yr)13 analysts |
| Net Income | N/A | N/A | +57.2% | +23.9% (15yr)13 analysts |
| EBIT | N/A | N/A | +49.1% | +22.1% (15yr)13 analysts |
Analysis
Recent growth has been strongest in Net Income at +57.2% over three years. Forward estimates point to EPS at +26.6% (15yr), giving you a quick check on whether expectations are accelerating or cooling.
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Who manages LRCX?
Lam Research Corporation (LRCX) lists 11 active executives. The top listed executive is Douglas R. Bettinger, Executive Vice President & Chief Financial Officer.
Are LRCX insiders buying or selling?
Recent insider activity shows net selling of $177.00M.
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