KLAC · News · 20260807N

Guidance / Outlook

KLA CORP · 2026-08-07 · Importance 57 · Surprise 60 · In source text

KLA provided an optimistic outlook for 2026 and 2027, anticipating continued revenue growth and outperformance in the wafer equipment market. For the September 2026 quarter, management projected revenue of approximately $4.0 billion and GAAP diluted EPS of $1.14. The outlook is supported by demand from foundry logic, high-bandwidth memory, advanced packaging, and AI infrastructure, while supply-chain, tariff, and China-related risks remain considerations.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenueunclearcontingentSimply Wall Street reported KLA projected US$4.0 billion in revenue and US$1.14 GAAP diluted EPS for the September 2026 quarter.
net_incomeunclearcontingentSimply Wall Street reported KLA projected US$4.0 billion in revenue and US$1.14 GAAP diluted EPS for the September 2026 quarter.