Lam Research Corporation
NASDAQ:LRCX · NASDAQ Global Select
+$19.70 today
Vol 20.83M · Avg 11.84M
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 | $1.08M | 0.09% |
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 | — | — | — | $2,578.03 | <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
59
$110.83M
Net Sentiment
$110.83M
Net selling
Most Active
BRANDT ERIC
45 transactions
1–10 of 59
Analysis
Insiders reported 0 buys worth $0.00 and 59 sells worth $110.83M over the last 12 months. That adds up to net selling of $110.83M. BRANDT ERIC was the most active insider with 45 transactions.
Growth Analysis
Historical CAGR & forward analyst estimates
| Metric | 10yr | 5yr | 3yr | Fwd Est. |
|---|---|---|---|---|
| EPS | N/A | N/A | +38.3% | +26.9% (15yr)7 analysts |
| Revenue | N/A | N/A | +25.4% | +15.4% (15yr)13 analysts |
| Net Income | N/A | N/A | +57.2% | +24.3% (15yr)13 analysts |
| EBIT | N/A | N/A | +49.1% | +21.1% (15yr)13 analysts |
Analysis
Recent growth has been strongest in Net Income at +57.2% over three years. Forward estimates point to EPS at +26.9% (15yr), giving you a quick check on whether expectations are accelerating or cooling.
Competitors
Peer companies in the same sector
Micron Technology, Inc.
NASDAQ:MU
$1.29T
Intel Corporation
NASDAQ:INTC
$672.59B
Applied Materials, Inc.
NASDAQ:AMAT
$489.47B
Arm Holdings plc American Depositary Shares
NASDAQ:ARM
$460.02B
KLA Corporation
NASDAQ:KLAC
$340.84B
Texas Instruments Incorporated
NASDAQ:TXN
$292.02B
QUALCOMM Incorporated
NASDAQ:QCOM
$240.13B
Arista Networks, Inc.
NYSE:ANET
$212.33B
Uber Technologies, Inc.
NYSE:UBER
$145.79B
Intuit Inc.
NASDAQ:INTU
$72.47B
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 $208.97M.
Explore More
Continue the stock analysis
Jump to another research area for this company.