KLA Beats Fourth-Quarter Revenue and Profit Estimates, Shares Drop 10% in After-Hours Trading
KLA reported fourth-quarter revenue of $3.66 billion and adjusted earnings per share of $1.05, both exceeding analyst estimates. The results marked a 15% year-over-year increase in sales and a 12% rise in adjusted profit.
Despite the earnings beat and management's guidance for stronger momentum in the second half of calendar 2026, shares fell nearly 10% in after-hours trading. The semiconductor equipment maker also projected first-quarter revenue of around $4 billion, ahead of the $3.92 billion consensus view.
From the sources (6 posts)
@alphasenseinc$KLAC Earnings: - For the quarter, total revenues were $3.66 billion, above the midpoint of the guidance range - GAAP diluted EPS was $1.04, at the upper end of the guidance range, and non-GAAP diluted EPS was $1.05, at the upper end of th
@thetranscript_KLA CEO: "KLA’s June quarter results reinforce that the trends driving our growth are strengthening & we see momentum across our business accelerating in H2 26 & continuing through 2027" $KLAC: -10% AH
@trendspider$KLAC Dumping despite an earnings double beat 🩸 Q4 Adj. EPS: $1.05 vs $1.00 est Sales: $3.658B vs $3.598B est 🟥 -10.61%
@stockmktnewzKLA Corp $KLAC is down by almost 10% in after hours 🔴
@wallstengine$KLAC Q4’26 EARNINGS HIGHLIGHTS 🔹 Revenue: $3.66B (Est. $3.60B) 🟢; +15% YoY 🔹 Adj. EPS: $1.05 (Est. $1.00) 🟢; +12% YoY 🔹 Semiconductor Process Control: $3.26B; +13% YoY Q1'27 Guide: 🔹 Revenue: $4.0B +/- $200M (Est. $3.92B) 🟢 🔹 Non-GAAP EP
@fiscal_aiKLA Corporation just reported 15% revenue growth for Q2 v. consensus estimates of 13%. They have now beat revenue estimates in 39 of the last 40 quarters. $KLAC