HillSignal

Company

LAM RESEARCH CORP $LRCX

Federal figures from USAspending, gathered Oct 25, 2026.

SEC revenue and federal obligations

SEC revenue, 12 months to Sep 27, 2026
$26.1B
10-Q, filed Oct 22, 2026
Federal contract obligations, same 12 months (Oct 2025 to Sep 2026)
$0
Contract obligations vs revenue
0.00%
A guide, not a revenue split. Subcontracts and classified work are not included: see the note below.

The last months of this window may be incomplete: defense contracts reach USAspending up to 90 days after signing.

Contracts obligated, federal fiscal yearCompany revenue, its fiscal year ending in that year (10-K)
  • FY2026
    Oct 2025 to Sep 2026
    $0
    $23.2B year to Jun 28, 2026
  • FY2025
    Oct 2024 to Sep 2025
    $0
    $18.4B year to Jun 29, 2025
  • FY2024
    Oct 2023 to Sep 2024
    $0
    $14.9B year to Jun 30, 2024
  • FY2023
    Oct 2022 to Sep 2023
    $0
    $17.4B year to Jun 25, 2023
  • FY2022
    Oct 2021 to Sep 2022
    $0
    Revenue for this year not on file
What these numbers are

Obligated means an agency committed the money to this company in that period (a signed contract action), as reported to USAspending. It is not a payment and not revenue: a contract can be funded for several years at once, and revenue is booked as the work is done. Some years can exceed revenue for that reason.

Prime contracts only, and only what is published. Work the company does as a subcontractor is not in these figures, and classified contracts are not published on USAspending at all. A low share can mean either. Contract values, ceilings and options are never added in.

Which units count: the USAspending recipient that is the company's SEC registrant; units of the company that USAspending's own records place under it (as parent, or in its family tree); and subsidiaries from the company's SEC Exhibit 21 that carry its name. Joint ventures, units now owned by someone else, and records that only share a name are held back. Both lists are below.

Earlier years count the units the company owns today. A unit we checked by hand (its USAspending parent is out of date) counts from the date the company bought it, or, where no filing gives that date, from the first date a filing shows the company owning it. Other units count for every year shown until their purchase dates are loaded.

Revenue bars are the company's own fiscal year from its 10-K, placed in the federal year it ends in; its fiscal year can end in a different month than the government's.

Fiscal year 2022 onward. Federal fiscal years run October to September; the company's own fiscal year may differ.

Units counted (2), held back (1)

Held back: a matching name we could not tie to this company firmly enough. A miss is better than a wrong link.

  • NOVELLUS SYSTEMS INC (Exhibit 21 subsidiary, and USAspending lists no parent of ours)

Lobbying

65 filings, 2020 to 2026. Paid lobbying firms $1.1M. In-house lobbying spend $1.7M.

Firms: Akin Gump Strauss Hauer & Feld, Lam Research Corporation, Mercury Public Affairs, LLC, The Gallagher Group, LLC

Issues: Budget/Appropriations, Defense, Manufacturing, Science/Technology, Taxation/Internal Revenue Code, Trade (domestic/foreign)

Contacted: Senate, House Of Representatives, Bureau Of Industry And Security (Bis), Office Of Science & Technology Policy (Ostp), State, Dept Of (Dos), Natl Security Council (Nsc)

Revolving door: 1 lobbyist held government posts
  • Brian Pomper Lam Research Corporation · last filed 2022
    Ch Intl Trade Cnsl, Intl Trade Cnsl, Senate Fin

Former posts as each lobbyist listed them ("covered position") on the company's Senate LDA filings.

From the company's Senate LDA filings. Firm fees and in-house spend are reported on different filings, so they are shown apart. Lobbying is legal and common; it shows what the company paid to be heard on, not what it got.

PAC giving

The company's own PAC (linked by the connected organization on its FEC Form 1). Top candidates it gave to, all cycles we hold, from the candidates' own FEC reports; tracked candidates only, so not a complete total.

Contracts ending in the next 18 months

None in the contracts we hold for this company.

Amount: obligated to date. From the contracts in HillSignal's records tied to this ticker; the full list of contracts ending across government is on Recompetes.

Insider trades

Bought, last 12 months
$0
0 trades
Sold, last 12 months
$141.0M
16 trades
Sells under a 10b5-1 plan
83%
5 of 6 sells whose filing has the plan box; 10 not read yet
Largest trade
$20.0M
Sold by Brandt Eric, Jun 12, 2026
  • Archer Timothy President and CEOSold $10.5M · Sep 9, 2026
  • Mayer Bethany DirectorSold $3.0M · Sep 9, 2026
  • Varadarajan Seshasayee Senior Vice PresidentSold $19.0M · Sep 2, 2026
  • Harter Ava Chief Legal OfficerSold $1.5M · Aug 31, 2026
  • Archer Timothy President and CEOSold $9.9M · Aug 6, 2026
  • Talwalkar Abhijit Y DirectorSold $6.1M · Jul 13, 2026

Open-market buys and sells from SEC Form 4 filings; grants and option exercises left out, and trades whose filed price failed our market check. A 10b5-1 plan is a trading schedule set in advance, so those sells say little about the insider's view. The plan box is on filings from April 2023 on.