KLA Tops Q4 Views with $3.66B Revenue, Sets Q1 Target at $4.0B
KLAC has more than doubled off its 52-week low of $83.224.
Summary
KLA Corporation posted fiscal Q4 revenue of $3.66B, beating consensus, and guided Q1 revenue to $4.0B, signaling accelerating growth fueled by AI infrastructure demand.
Key Events · Earnings and Guidance · KLAC
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Q4 Revenue Beats Consensus
Total revenues of $3.66 billion exceeded the $3.60 billion consensus estimate, with GAAP diluted EPS of $1.04 at the upper end of guidance.
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Strong Full-Year Performance
Fiscal 2026 revenue reached $13.58 billion, GAAP net income was $4.83 billion, and GAAP diluted EPS was $3.66, reflecting double-digit growth.
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Q1 FY2027 Guidance Indicates Acceleration
Revenue guidance of $4.0 billion +/- $200 million for the September quarter represents a significant sequential increase from Q4, with non-GAAP diluted EPS expected at $1.16 +/- $0.10.
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AI Infrastructure Driving Demand
CEO Rick Wallace highlighted strengthening trends and momentum across the business, with KLA benefiting from increasing process control needs in leading-edge foundry/logic and advanced packaging for AI.
Analysis · KLAC · Industrial Applications And Services
A strong finish to fiscal 2026 saw KLA deliver Q4 revenue of $3.66 billion, beating the $3.60 billion consensus, while EPS landed at the high end of guidance. The outlook for Q1 fiscal 2027 calls for revenue of $4.0 billion—well above the just-reported Q4 level—signaling accelerating momentum. CEO Rick Wallace pointed to strengthening trends driven by AI infrastructure expansion, with KLA uniquely positioned in process control for leading-edge foundry/logic and advanced packaging. The results and upbeat outlook reinforce the investment thesis that KLA is a critical enabler of the AI buildout, with growth accelerating into calendar 2027.
At the time of this filing, KLAC was trading at $173.98 on NASDAQ in the Industrial Applications And Services sector, with a market capitalization of approximately $249.2B. The 52-week trading range was $83.22 to $307.37. This filing was assessed with positive market sentiment and an importance score of 8 out of 10.