KLAC · 8-K · 20261028PR000032
Guidance / Outlook
KLA CORP · 2026-10-28 · Importance 75 · Surprise 60 · In source text
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 point, and non-GAAP gross margin of 62.5%, plus or minus 1.0 percentage point. GAAP diluted EPS is expected to be $1.41, plus or minus $0.11, and non-GAAP diluted EPS $1.44, plus or minus $0.11. The CEO also said KLA expected accelerated growth in the second half of calendar 2026 and described the company as well positioned as it approaches year-end 2026 and looks toward calendar 2027.
Key facts
- KLA CORP expects Q2 FY2027 total revenues to be $4.7 billion +/- $200 million. source
- KLA CORP expects Q2 FY2027 GAAP gross margin of 61.8% +/- 1.0%. source
- KLA CORP expects Q2 FY2027 non-GAAP gross margin of 62.5% +/- 1.0%. source
- KLA CORP expects Q2 FY2027 GAAP diluted EPS of $1.41 +/- $0.11. source
- KLA CORP expects Q2 FY2027 non-GAAP diluted EPS of $1.44 +/- $0.11. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | unclear | committed | — | KLA CORP expects Q2 FY2027 total revenues to be $4.7 billion +/- $200 million. |
| margin | unclear | committed | — | KLA CORP expects Q2 FY2027 GAAP gross margin of 61.8% +/- 1.0%. |
| margin | unclear | committed | — | KLA CORP expects Q2 FY2027 non-GAAP gross margin of 62.5% +/- 1.0%. |
| net_income | unclear | committed | — | KLA CORP expects Q2 FY2027 GAAP diluted EPS of $1.41 +/- $0.11. |
| net_income | unclear | committed | — | KLA CORP expects Q2 FY2027 non-GAAP diluted EPS of $1.44 +/- $0.11. |