KLA Corporation Reports Q1 Earnings Guidance: $8.53 EPS, $3.15B Revenue

KLA Corporation has guided Q1 earnings per share (EPS) of $8.53, with a range of +/- $0.77, and revenue of $3.15 billion, with a range of +/- $150 million. This compares to the FactSet analyst consensus of $8.56/share on revenue of $3.0 billion.

KLA Corporation (NASDAQ: KLAC) has guided earnings per share (EPS) of $8.53 for the first quarter of fiscal year 2026, with a range of ±$0.77, and total revenue of $3.15 billion, with a range of ±$150 million. These figures compare to the FactSet analyst consensus of $8.56/share on revenue of $3.0 billion.

The company's Q4 and full-year 2025 results were strong, with Q4 revenues reaching $3.175 billion and GAAP EPS of $9.06, while non-GAAP EPS was $9.38. The company achieved record quarterly free cash flow of $1.06 billion [1]. For the full fiscal year 2025, KLA posted total revenues of $12.16 billion and GAAP net income of $4.06 billion [2].

Looking ahead to Q1 FY2026, KLA projects revenues of $3.15 billion ±$150 million and non-GAAP EPS guidance of $8.53 ±$0.77. The company's gross margins remain robust, with Q1 FY2026 non-GAAP gross margin guidance of 62.0% (±1.0%) [2].

KLA's strong performance is driven by its critical role in supporting AI infrastructure development and semiconductor innovation across foundry/logic and memory markets. The company's tools are essential for maintaining yield and quality in complex manufacturing processes, positioning them well in the ongoing semiconductor super-cycle driven by artificial intelligence demands [1].

References:
[1] https://www.stocktitan.net/news/KLAC/kla-corporation-reports-fiscal-2025-fourth-quarter-and-full-year-phyocagbish2.html
[2] https://www.marketscreener.com/news/kla-corporation-reports-fiscal-2025-fourth-quarter-and-full-year-results-ce7c5fddd08bf32d