KLAC · 8-K · 20260728PR000024
Guidance / Outlook
KLA CORP · 2026-07-28 · Importance 75 · Surprise 60 · No source text
KLA expects first-quarter fiscal 2027 revenue of approximately $4.0 billion, with a plus-or-minus $200 million range. The company expects first-quarter fiscal 2027 GAAP gross margin of 61.6% plus or minus 1.0% and non-GAAP gross margin of 62.5% plus or minus 1.0%. GAAP diluted EPS is expected at $1.14 plus or minus $0.10, while non-GAAP diluted EPS is expected at $1.16 plus or minus $0.10. The guidance covers the quarter ending September 30, 2026.
Key facts
- First quarter fiscal 2027 total revenues are expected to be in a range of $4.0 billion +/- $200 million. source
- First quarter fiscal 2027 GAAP diluted EPS is expected to be in a range of $1.14 +/- $0.10. source
- First quarter fiscal 2027 Non-GAAP diluted EPS is expected to be in a range of $1.16 +/- $0.10. source
- Reconciliation for first quarter fiscal 2027 shows GAAP net income per diluted share low of $1.04 and high of $1.24. source
- Reconciliation for first quarter fiscal 2027 shows non-GAAP net income per diluted share low of $1.06 and high of $1.26. source
- First quarter fiscal 2027 GAAP gross margin is expected to be in a range of 61.6% +/- 1.0%. source
- First quarter fiscal 2027 Non-GAAP gross margin is expected to be in a range of 62.5% +/- 1.0%. source
- Reconciliation for three months ending September 30, 2026 shows GAAP gross margin low of 60.6% and high of 62.6%. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | committed | +25.0% | First quarter fiscal 2027 total revenues are expected to be in a range of $4.0 billion +/- $200 million. |
| net_income | positive | committed | — | Reconciliation for first quarter fiscal 2027 shows GAAP net income per diluted share low of $1.04 and high of $1.24. |
| net_income | positive | committed | — | Reconciliation for first quarter fiscal 2027 shows non-GAAP net income per diluted share low of $1.06 and high of $1.26. |
| margin | unclear | committed | — | Reconciliation for three months ending September 30, 2026 shows GAAP gross margin low of 60.6% and high of 62.6%. |
| margin | unclear | committed | — | First quarter fiscal 2027 Non-GAAP gross margin is expected to be in a range of 62.5% +/- 1.0%. |