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Technology Stocks : Semi Equipment Analysis
SOXX 299.81+2.7%Dec 19 4:00 PM EST

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Sam
From: The Ox4/22/2021 10:21:30 AM
2 Recommendations  Read Replies (1) of 95616
 
It appears that over the 9 months ending 3/28/21, LRCX Gross Margin grew by 46% but operating expenses only grew by just over 22%. Diluted EPS jumped from $10.39 to $18.94.

Using their guidance, that would give this FY EPS of $26.36. Traditional PE would be around 23-25, even though they just grew EPS over 80% yoy the past 9 months.

Absolutely stellar numbers.

Here's a link to the earnings release:
finance.yahoo.com
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