KLAC · Industrials

KLA CORP

Ranked earnings events from SEC filings, earnings calls, press releases and news. Full Picture: everything published this earnings window

News · 2026-11-07

• Revenue Performance and MixImportance 53 · Surprise 30
  KLA reported a 28.9% year-over-year revenue increase, exceeding quarterly revenue estimates. The reported revenue growth was above the 10% threshold for inclusion regardless of absolute size. The digest did not provide…

8-K · 2026-11-06

• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  KLA’s Board of Directors declared a quarterly cash dividend of $0.23 per share on the company’s common stock. The dividend is payable on December 1, 2026, to shareholders of record as of the close of business on…

News · 2026-11-06

• Revenue Performance and MixImportance 53 · Surprise 48
  KLA reported fiscal first-quarter 2027 revenue of US$4.14 billion and net income of US$1.55 billion. A separate news item reported quarterly revenue growth of 28.9% year over year, exceeding the 10% threshold for…
• End-Market Demand TrendsImportance 46 · Surprise 56
  Semiconductor equipment stocks faced cyclical pressure as foundry customers paused capital expenditures, with the sector reportedly down 25% to 35% during October. The report says chipmakers may delay purchases of new…
• Export Controls / Regulatory RiskImportance 26 · Surprise 24
  Third-party reporting said heightened export restrictions contributed to pressure on semiconductor-equipment suppliers in October, alongside cyclical pauses in foundry capital expenditures. A separate report said…
• Gross Margin DriversImportance 24 · Surprise 24
  KLA commentary cited higher memory costs and export-related pressures as factors squeezing gross margins. The report said these pressures are shaping the pace of any recovery, but did not quantify their impact or…
• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  KLA declared a quarterly dividend of $0.23 per share, unchanged from its previous payout. The dividend is payable December 1, 2026, to shareholders of record on November 16, 2026. The ex-dividend date is November 16,…

News · 2026-11-05

• Quarterly Dividend DeclarationImportance 13 · Surprise 6
  KLA’s board declared a quarterly cash dividend of $0.23 per common share, payable December 1, 2026. Shareholders of record at the close of business on November 16, 2026 are eligible for the payment. The dividend…

News · 2026-11-04

• Guidance / OutlookImportance 33 · Surprise 24
  On its fiscal Q1 2027 earnings call, KLA management described an accelerating growth outlook, citing AI infrastructure investment, advanced semiconductor manufacturing and strengthening demand for process control…
• Liquidity and Debt PositionImportance 33 · Surprise 42
  S&P Global Ratings upgraded KLA's issuer credit and unsecured debt ratings to 'A' from 'A-', assigning a stable outlook. The agency cited KLA's operational scale and disciplined balance-sheet management. S&P expects…
• AI Infrastructure DemandImportance 33 · Surprise 24
  KLA’s fiscal first-quarter 2027 earnings-call discussion pointed to accelerating demand for process-control equipment, supported by AI infrastructure investment and advanced semiconductor manufacturing. Management…
• Revenue Performance and MixImportance 14 · Surprise 14
  KLA reported fiscal first-quarter 2027 revenue of $4.14 billion, above the Zacks consensus estimate of $4.05 billion. Adjusted earnings were $1.22 per share, exceeding the $1.18 consensus estimate.

News · 2026-11-03

• Revenue Performance and MixImportance 70 · Surprise 48
  KLA reported calendar Q3 2026 (fiscal Q1 2027) sales of $4.14 billion, up 28.9% year over year and above Wall Street revenue expectations. For the next quarter, KLA guided to revenue of $4.7 billion at the midpoint,…
• Guidance / OutlookImportance 58 · Surprise 50
  KLA guided to next-quarter revenue of $4.7 billion at the midpoint, 4.8% above analysts’ expectations. The outlook was described as optimistic for the December quarter. The company also expects significant growth in…
• AI Infrastructure DemandImportance 18 · Surprise 24
  Third-party reporting described AI and advanced packaging as growth drivers for KLA in calendar Q3 2026. Another report said KLA expects significant growth in wafer-fab-equipment spending and a higher memory product…

News · 2026-11-02

• Guidance / OutlookImportance 75 · Surprise 76
  A November 2 report said KLA’s October 28 release projected December-quarter revenue of $4.7 billion, plus or minus $200 million, implying approximately 13.5% sequential growth from September-quarter revenue of $4.14…

News · 2026-10-31

• End-Market Demand TrendsImportance 20 · Surprise 24
  Third-quarter demand for KLA’s semiconductor process-control equipment was strong, supported by increased investment in AI infrastructure and advanced packaging. CEO Richard Wallace cited continued strength in…
• AI Infrastructure DemandImportance 20 · Surprise 24
  KLA’s CEO attributed quarterly performance to continued strength in leading-edge foundry logic related to AI infrastructure investment. The report also cited increasing process-control intensity across leading-edge…

News · 2026-10-30

• Advanced Packaging GrowthImportance 87 · Surprise 82
  KLA is seeing strong demand for its process-control products as AI infrastructure investment increases demand for advanced semiconductors. The company expects revenue from advanced-packaging process-control systems to…
• Revenue Performance and MixImportance 46 · Surprise 30
  For the quarter ended September 2026, KLA reported revenue of $4.14 billion, up 28.9% year over year. Revenue exceeded the $4.05 billion consensus estimate by 2.2%. EPS was $1.22, compared with $0.88 in the year-ago…

10-Q · 2026-10-29

• Capital Return ProgramImportance 75 · Surprise 64
  KLA repurchased $935.8 million of shares in Q1 FY27, compared with $545.1 million in Q1 FY26, and had $8.81 billion of repurchase authority remaining at September 30, 2026. The authorization includes a $7.00 billion…
• Geographic Revenue ConcentrationImportance 64 · Surprise 56
  China generated $1.426 billion, or 34.5% of Q1 FY27 revenue, up 49% sequentially and 13% year over year, primarily from mature-node foundry/logic demand. Taiwan contributed $1.023 billion, or 24.7%, while North America…
• Operating Cash Flow TrendsImportance 64 · Surprise 56
  Net cash provided by operating activities was $1.531 billion in the three months ended September 30, 2026, compared with $1.162 billion in the prior-year period. The increase primarily reflected approximately $940…
• Revenue Performance and MixImportance 59 · Surprise 48
  Q1 FY27 total revenue was $4.136 billion, up 13% sequentially from $3.658 billion and 29% year over year from $3.210 billion. Product revenue increased to $3.285 billion from $2.837 billion sequentially and $2.465…
• Segment Revenue PerformanceImportance 59 · Surprise 48
  Semiconductor Process Control revenue was $3.754 billion in Q1 FY27, up 15% sequentially and 29% year over year, reflecting demand in memory, foundry/logic, and advanced packaging. Specialty Semiconductor Process…
• Income Tax Rate ChangesImportance 45 · Surprise 50
  Q1 FY27 effective tax rate was 15.1%, compared with 12.0% in Q4 FY26 and 14.4% in Q1 FY26. The sequential increase reflected lower tax benefits from stock-based compensation and the OECD Pillar Two Undertaxed Profits…
• Services Revenue and Installed BaseImportance 44 · Surprise 24
  KLA’s services business accounted for approximately 20% of total revenue in the first quarter of fiscal 2027 and has grown consistently year over year. Services are generated largely through recurring,…
• Liquidity and Debt PositionImportance 42 · Surprise 14
  At September 30, 2026, cash, cash equivalents, and marketable securities totaled $4.741 billion, down from $4.902 billion at June 30, 2026; $785.7 million was held by foreign subsidiaries and branch offices. Senior…
• Geographic Market CommentaryImportance 38 · Surprise 24
  China revenue rose sequentially, primarily on increased demand from foundry/logic customers at mature technology nodes, and also increased year over year. Taiwan revenue fell sequentially because of the timing of…
• Guidance / OutlookImportance 34 · Surprise 42
  Management expects continued revenue growth as KLA expands manufacturing capacity and increases production levels to meet customer demand. The outlook follows management’s statement that geopolitical factors, including…
• AI Infrastructure DemandImportance 26 · Surprise 24
  KLA says high-performance computing and data centers, supported by increasing AI adoption, are contributing to semiconductor-industry growth. Management expects these trends to continue influencing industry investment…
• Supply Chain ConstraintsImportance 26 · Surprise 24
  KLA says it increased purchase commitments in part to secure the supply of key components. The company notes that these commitments may affect the timing and magnitude of costs and working-capital requirements. The…
• Operating Expense TrendsImportance 23 · Surprise 22
  Q1 FY27 SG&A expense was $301.5 million, up $32.5 million, or approximately 12%, year over year and up $10.0 million sequentially. The year-over-year increase primarily reflected $24.8 million of higher…
• End-Market Demand TrendsImportance 21 · Surprise 24
  Long-term demand drivers include EUV adoption in high-volume logic and DRAM manufacturing, including high-bandwidth memory, which increases process control requirements and expands KLA’s served market. Increasing…
• Gross Margin DriversImportance 18 · Surprise 14
  Gross margin increased to 61.9% in Q1 FY27 from 61.4% in Q4 FY26 and 61.3% in Q1 FY26. Sequentially, revenue volume added 0.6 percentage points, product and service mix added 0.5 points, and manufacturing labor,…

8-K · 2026-10-28

• Guidance / OutlookImportance 75 · Surprise 60
  For the second quarter of fiscal 2027, ending in December 2026, KLA expects total revenue of $4.7 billion, plus or minus $200 million. The company forecasts GAAP gross margin of 61.8%, plus or minus 1.0 percentage…
• Capital Return ProgramImportance 69 · Surprise 64
  Q1 FY2027 capital returns totaled $1.241 billion, comprising $935.8 million of common stock repurchases and $305.1 million of dividends. Repurchases rose 71.7% year over year from $545.1 million, while dividend…
• Operating Cash Flow and CapexImportance 64 · Surprise 56
  Q1 FY2027 operating cash flow was $1.531 billion, up 31.8% year over year from $1.162 billion and up 68.9% sequentially. Free cash flow increased 25.4% year over year to $1.336 billion, after $194.8 million of capital…
• Revenue Performance and MixImportance 57 · Surprise 38
  Q1 FY2027 total revenue was $4.136 billion, up 28.9% year over year from $3.210 billion and 13.1% sequentially from $3.658 billion. Product revenue increased 33.3% year over year to $3.285 billion, while service…
• Segment Revenue PerformanceImportance 57 · Surprise 38
  Semiconductor Process Control revenue was $3.754 billion, up 29.5% year over year and 15.3% sequentially. Specialty Semiconductor Process revenue increased 16.5% year over year to $139 million but declined 12.7%…
• Supply Chain and InventoryImportance 42 · Surprise 40
  KLA reported inventories of $4.090 billion at September 30, 2026, compared with $3.649 billion at June 30, 2026. The balance increased by $442 million, or approximately 12.1%, quarter over quarter. The release provides…
• Income Tax Rate ChangesImportance 40 · Surprise 56
  The income tax provision rose 46.1% year over year to $275.5 million from $188.4 million, while pretax income increased 39.3% to $1.824 billion. The effective tax rate was approximately 15.1% in Q1 FY2027, compared…
• Liquidity and Debt PositionImportance 36 · Surprise 14
  At September 30, 2026, KLA held $1.532 billion in cash and cash equivalents and $3.209 billion in marketable securities, totaling $4.741 billion in cash and securities. Long-term debt was $5.723 billion, down $164.1…
• Operating Expense TrendsImportance 23 · Surprise 22
  Research and development expense was $395.1 million in Q1 FY2027, up 9.6% year over year from $360.5 million and down 1.0% sequentially. Selling, general and administrative expense increased 12.1% year over year to…

News · 2026-10-22

• Supply Chain ConstraintsImportance 38 · Surprise 42
  Persistent semiconductor-equipment supply-chain bottlenecks and limited cleanroom space are reportedly affecting KLA and other equipment suppliers through 2027. These constraints are expected to cap near-term revenue…

News · 2026-10-21

• End-Market Demand TrendsImportance 37 · Surprise 56
  Semiconductor equipment demand is being supported by increased investment in advanced logic and memory manufacturing. Advanced Energy reported second-quarter 2026 semiconductor revenue of $278 million, up 33% year over…

News · 2026-10-14

• Revenue Performance and MixImportance 13 · Surprise 6
  KLA reported quarterly revenue of $3.66 billion, exceeding quarterly expectations. The reported quarterly EPS was $1.05. The digest does not provide a year-over-year or sequential revenue comparison, segment breakdown,…

News · 2026-10-13

• Competition and Market ShareImportance 14 · Surprise 24
  Chinese memory manufacturer ChangXin Memory Technologies (CXMT) reportedly advanced a next-generation 4F² DRAM server-memory design targeted for late 2026. CXMT plans denser DDR5 enterprise-server modules that would…

News · 2026-10-12

• Competition and Market ShareImportance 17 · Surprise 24
  Teradyne introduced enhanced burn-in capabilities for its Titan HP semiconductor test platform. The production-ready system targets high-power AI data-center devices, automotive chips, and other high-reliability…
• Supply Chain ConstraintsImportance 17 · Surprise 24
  Chinese chipmaker CXMT reportedly announced progress on a next-generation DRAM design, increasing competitive pressure in memory semiconductors. A potential strike by Taoyuan union members in Taiwan could disrupt…

News · 2026-10-11

• Cash Flow and Capital AllocationImportance 52 · Surprise 42
  KLA returned $876.3 million to shareholders in fiscal fourth quarter 2026, exceeding its $817.1 million of free cash flow by $59.2 million. The quarterly distributions included shareholder returns that were higher than…
• Capital Return ProgramImportance 46 · Surprise 42
  KLA returned $876.3 million to shareholders in fiscal fourth quarter while generating $817.1 million of free cash flow, a $59.2 million shortfall. For fiscal 2026, free cash flow totaled $3.77 billion versus $3.35…
• Competition and Market ShareImportance 35 · Surprise 48
  Global semiconductor equipment spending is projected to increase 23.1% in 2026 to $143.9 billion, indicating strong expansion in KLA’s chip-equipment end market. KLA, Lam Research, and ASML reportedly delivered…
• Market Demand TrendsImportance 35 · Surprise 48
  Global semiconductor equipment spending is projected to increase 23.1% in 2026 to $143.9 billion. The article reported that KLA and other leading equipment manufacturers recorded double-digit growth, while Applied…

News · 2026-10-10

• Revenue Performance and MixImportance 47 · Surprise 22
  KLA Corporation reported quarterly revenue of $3.66 billion. Revenue increased 15.2% year over year, exceeding the 10% materiality threshold. Quarterly EPS was $1.05 and exceeded analyst estimates, indicating earnings…

News · 2026-10-09

• Competition and Market ShareImportance 51 · Surprise 64
  Onto Innovation reported a backlog of $1.1 billion, approximately double its prior level, driven by customer orders for advanced semiconductor packaging and process-control solutions. The company expects to deliver…

News · 2026-10-07

• AI Infrastructure DemandImportance 17 · Surprise 24
  Third-party reporting says KLA is benefiting from increased semiconductor-equipment demand tied to AI-focused manufacturing and the easing of chip shortages. KLA’s inspection and metrology tools are described as…

News · 2026-10-06

• Guidance / OutlookImportance 48 · Surprise 60
  Third-party reporting stated that KLA raised its revenue and earnings guidance for fiscal 2027. The reports did not disclose the revised guidance amounts or quantify the expected financial impact. The change was…

News · 2026-10-05

• Supply Chain ConstraintsImportance 20 · Surprise 24
  Morgan Stanley expects KLA’s supply-chain constraints to ease, which could improve the company’s ability to fulfill customer demand. The easing is expected to support KLA’s performance as equipment availability…
• AI Infrastructure DemandImportance 20 · Surprise 24
  AI workloads are driving demand for high-capacity storage and increased memory investment. Memory manufacturers are moving toward more complex architectures and higher layer counts, creating demand for advanced…