KLAC
KLA·NASDAQ
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KLAC fundamentals
KLA (KLAC) released its earnings on Jan 29, 2026: revenue was 3.30B (YoY +7.16%), beat estimates; EPS was 8.85 (YoY +7.93%), beat estimates.
Revenue / YoY
3.30B
+7.16%
EPS / YoY
8.85
+7.93%
Report date
Jan 29, 2026
KLAC Earnings Call Summary for Q2,2026
- Revenue and Profit Growth: 17% revenue growth in 2025, EPS up 29%, with $4.4 billion free cash flow.
- AI and Advanced Packaging Leadership: Advanced packaging revenue up 70% YoY in 2025, targeting mid- to high teens growth in 2026. AI-driven analytics enhance manufacturing efficiency.
- Margin Challenges: 75-100 bps gross margin headwind from DRAM costs in 2026, but normalization expected post-2026.
- Market Outlook: 2026 WFE growth in high single to low double digits ($110-120 billion), with advanced packaging contributing $12 billion.
- China Constraints: 2026 China WFE expected flat to slightly positive due to fab readiness and export restrictions.
EPS
Actual | 2.47 | 2.73 | 3.03 | 3.24 | 3.85 | 4.43 | 4.64 | 5.59 | 5.13 | 5.81 | 7.06 | 7.38 | 5.49 | 5.4 | 5.74 | 6.16 | 5.26 | 6.6 | 7.33 | 8.2 | 8.41 | 9.38 | 8.81 | 8.85 | ||||||||||||||||
Forecast | 2.2913 | 2.4145 | 2.7734 | 3.1981 | 3.6143 | 3.9855 | 4.517 | 5.449 | 4.823 | 5.5109 | 6.2233 | 7.0957 | 5.3209 | 4.8554 | 5.3742 | 5.9139 | 4.9703 | 6.1486 | 7.0448 | 7.7546 | 8.0872 | 8.5579 | 8.6257 | 8.791 | ||||||||||||||||
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +7.80% | +13.07% | +9.25% | +1.31% | +6.52% | +11.15% | +2.72% | +2.59% | +6.37% | +5.43% | +13.44% | +4.01% | +3.18% | +11.22% | +6.81% | +4.16% | +5.83% | +7.34% | +4.05% | +5.74% | +3.99% | +9.61% | +2.14% | +0.67% |
Revenue
Actual | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.42B | 1.46B | 1.54B | 1.65B | 1.80B | 1.93B | 2.08B | 2.35B | 2.29B | 2.49B | 2.72B | 2.98B | 2.43B | 2.36B | 2.40B | 2.49B | 2.36B | 2.57B | 2.84B | 3.08B | 3.06B | 3.17B | 3.21B | 3.30B |
Forecast | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | -- | 1.39B | 1.42B | 1.49B | 1.60B | 1.75B | 1.87B | 2.04B | 2.33B | 2.20B | 2.43B | 2.60B | 2.82B | 2.37B | 2.26B | 2.35B | 2.46B | 2.31B | 2.52B | 2.75B | 2.95B | 3.01B | 3.08B | 3.17B | 3.25B |
Surprise | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | +2.12% | +3.12% | +3.55% | +3.13% | +2.93% | +2.77% | +1.97% | +0.81% | +3.85% | +2.29% | +4.86% | +5.91% | +2.45% | +4.34% | +1.80% | +1.05% | +2.30% | +1.92% | +3.35% | +4.41% | +1.78% | +3.09% | +1.20% | +1.47% |
Earnings Call
You can ask Aime
What does KLA do and what are its main business segments?Did KLA beat or miss consensus estimates last quarter?What were the key takeaways from KLA’s earnings call?What factors drove the changes in KLA's revenue and profit?What guidance did KLA's management provide for the next earnings period?What is the revenue and EPS growth rate for KLA year over year?What were the key takeaways from KLA's earnings call?What is KLA's latest dividend and current dividend yield?
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