KLA Corporation (KLAC) Earnings

metirFinance

Sep 2026upcoming

Next quarter

Expected to report Oct 28, 2026 — estimated from last year’s reporting date.

Consensus is $1.17 EPS for Sep 2026 across 7 estimates, ranging $1.16 to $1.21.

KLAC Jun 2026

Reported Jul 28, 2026

: 5.00%
: -10.80%

: $1.00
: $1.05
: —
: —

Highlights

The supplied material does not provide June 2026 quarterly revenue, net income, segment revenue, margins, or consensus estimates. The latest reported quarter listed is Q3 FY2026, with revenue of $3.42B and net income of $1.20B.
Backlog increased from $7.86B as of June 30, 2025, to $12.57B as of June 30, 2026, driven by demand associated with the AI infrastructure buildout.
International revenue represented approximately 87% of fiscal 2026 revenue, compared with 89% in fiscal 2025 and 89% in fiscal 2024.
KLA's reportable segments are Semiconductor Process Control, Specialty Semiconductor Process, and PCB and Component Inspection; the material provides no June 2026 segment figures or margin data.
The filing gives no formal revenue, earnings, margin, or capex guidance ranges for upcoming periods, although management expects AI, HPC, data-center, advanced packaging, EUV, and 2-nanometer investment trends to influence fiscal 2027.

Analysis

No June 2026 quarterly result or consensus comparison is included in the supplied material, so the quarter cannot be assessed against expectations. The latest reported figures are Q3 FY2026 revenue of $3.42B and net income of $1.20B, versus Q3 FY2025 revenue of $3.06B and net income of $1.09B; the material does not state the corresponding growth rates. It also provides no quarterly gross margin, operating margin, or segment profitability data. Strategically, the filing points to AI infrastructure, high-performance computing, data centers, leading-edge logic and memory, and advanced packaging as demand drivers. Semiconductor Process Control remains the principal exposure because the filing says customers accounting for more than 10% of total revenue were primarily in that segment, but no segment contribution is quantified. Specialty Semiconductor Process and PCB and Component Inspection are described operationally without current-quarter performance figures.

Guidance

Management did not provide formal revenue, earnings, margin, or capital-expenditure guidance ranges in the supplied material. The filing says AI-supported high-performance computing and data-center investment are expected to continue influencing industry investment during fiscal 2027, alongside EUV adoption, 2-nanometer technology, and advanced packaging. The $12.57B backlog provides demand visibility but is not presented as a reliable timing indicator: management cautions that revenue recognition depends on customer-fab readiness, project timing, delivery and installation dates, regulations, end-market needs, and supply-chain conditions. Orders may also be modified, pushed out, or canceled.

What drove it

AI infrastructure — Backlog rose from $7.86B to $12.57B between June 30, 2025, and June 30, 2026, due to strong demand driven by the AI infrastructure buildout.
Process control — Semiconductor Process Control supports inspection, metrology, chemistry process control, software, and related services from research and development through volume production.
Advanced packaging — Management identifies increasing complexity and value of semiconductor packages, particularly for AI and high-performance computing applications, as a significant growth driver.
International exposure — International revenues accounted for approximately 87% of total revenue in fiscal 2026, compared with 89% in each of fiscal 2025 and fiscal 2024.
Customer concentration — Taiwan Semiconductor Manufacturing Company Limited was a customer accounting for more than 10% of total revenue in fiscal 2026, fiscal 2025, and fiscal 2024.

Watch items

Backlog timing is uncertain because customer-fab readiness, project start dates, delivery and installation timing, regulations, end-market capacity needs, and supply-chain constraints can affect revenue recognition.
Customers may modify, push out, or cancel orders, despite the backlog increasing to $12.57B as of June 30, 2026.
Export controls, sanctions, tariffs, and other trade restrictions have adversely affected results and could particularly limit sales and services to customers in China.
The company relies on capital spending by semiconductor and electronics manufacturers, leaving demand exposed to industry cyclicality, customer spending changes, economic conditions, and shifts in AI-related investment.

KLA Corporation