Lam Research (LRCX) Financial Forecast Calculator
Interactive 5-year forecast and DCF for Lam Research. Adjust revenue growth, gross margin, capex intensity, WACC, and terminal growth - see revenue, free cash flow, and enterprise value update in real time. Seeded from Lam Research’s most recent SEC filings.
Assumptions
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Keep iterating on the Lam Research forecast in Excel. The downloadable sample has every assumption you see here plus a fully integrated income statement, balance sheet, cash flow, and debt schedule - five years of SEC historicals and live formulas in a fully editable workbook.
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Frequently asked
What does Lam Research Corporation do?+
Lam Research designs, manufactures, and services semiconductor wafer fabrication equipment, specializing in deposition, etch, and clean technologies. These technologies are critical for manufacturing advanced memory and logic chips, supporting the global semiconductor industry.
What are the primary revenue drivers for Lam Research?+
Lam Research's revenue is primarily driven by its Systems segment, accounting for approximately 60% of revenue, and its Customer Support Business Group (CSBG), contributing the remaining 40%. Key drivers include the anticipated cyclical recovery in memory wafer fabrication equipment spending and structural growth from AI-driven advanced packaging.
What is Lam Research's capital expenditure strategy?+
Lam Research operates an asset-light manufacturing model, with capex typically ranging from 3.0% to 5.0% of revenue. Approximately 70% of this capex is allocated to growth, primarily funding new R&D facilities and lab equipment for advanced packaging and Gate-All-Around testing capabilities.
What is the purpose of the financial model for Lam Research?+
The financial model serves as a comprehensive equity valuation and scenario planning tool for Lam Research. Its primary goal is to assess if the company's current share price accurately reflects the anticipated cyclical recovery in memory wafer fabrication equipment spending and structural growth from AI-driven advanced packaging.
Can I download an Excel financial model for Lam Research?+
Yes, a downloadable Excel financial model for Lam Research is available. This model provides a forecast horizon from FY2026 to FY22030, allowing for detailed analysis of the company's future financial performance.
How does Lam Research manage its working capital?+
Lam Research maintains a positive net working capital profile, typically 20% to 25% of revenue, which acts as a use of cash during cyclical upswings. The company manages Days Sales Outstanding between 60-75 days, Days Inventory Outstanding between 100-120 days, and Days Payable Outstanding between 40-50 days.
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