KLAC Q4 FY2026 earnings: EPS beat by 5.0%, revenue beat by 1.4%
KLA reported Q4 FY2026. EPS came in at $1.05 against a $1.00 consensus, beat by 5.0%. Revenue was $3.7B versus $3.6B expected, beat by 1.4%. Gross margin was 61.4%, up 30 bps from last quarter.
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The quarter in numbers
| Metric | Actual | Consensus | Surprise |
|---|---|---|---|
| EPS | $1.05 | $1.00 | beat by 5.0% |
| Revenue | $3.7B | $3.6B | beat by 1.4% |
| Line | This quarter | QoQ | YoY |
|---|---|---|---|
| Revenue | $3.7B | +7.1% | +15.2% |
| Gross profit | $2.2B | +7.5% | +14.1% |
| Operating income | $1.6B | +10.4% | +15.0% |
| Net income | $1.4B | +13.5% | +13.3% |
| Diluted EPS | $1.04 | +14.3% | +14.8% |
| Gross margin: 61.4%. |
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The trend
Revenue is up 15.2% from the same quarter last year. Gross margin sits at 61.4%, 60 bps off its 8-quarter high.
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How it stacks up
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