KLA Corp KLAC Q4 2026: EPS Beats by 5%, Guidance Points to $4B Quarter
As seen on the 24/7 Wall St. homepage on July 28, 2026.
KLA crushed expectations with non-GAAP EPS of $1.05 topping consensus by 5.1%, propelled by $3.66 billion in revenue as AI infrastructure buildout turbocharges demand for process control equipment. Forward guidance calls for Q1 revenue of $4.0 billion with non-GAAP EPS of $1.16, signaling accelerating growth through 2027.
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KLA Corp reported non-GAAP EPS of $1.05 for Q4 2026, clearing the consensus estimate of roughly $1.00 by about 5.1%. Revenue came in at approximately $3.66 billion, beating estimates of $3.60 billion by about 1.5%. The result continues a streak that stretches back to at least Q1 2025, when KLA began consistently topping analyst expectations — and the margin of the beat has widened notably over that span.
AI-driven infrastructure spending has become a central tailwind for KLA, whose process control equipment sits at a critical checkpoint in semiconductor manufacturing. As chipmakers race to expand capacity for AI workloads, demand for the kind of yield-management and inspection tools KLA specializes in has accelerated, helping push quarterly revenue past the $3.6 billion mark.
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Looking ahead, KLA guided Q1 revenue to $4.0 billion with non-GAAP EPS of $1.16 — a meaningful step up from the quarter just reported. If those targets hold, the company would be on a sharply upward trajectory heading into 2027.
Mentioned: KLAC