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KLA Earnings Calls
| Release date | Apr 29, 2026 |
| EPS estimate | $9.17 |
| EPS actual | $9.40 |
| EPS Surprise | 2.51% |
| Revenue estimate | 3.374B |
| Revenue actual | 3.415B |
| Revenue Surprise | 1.22% |
| Release date | Jan 29, 2026 |
| EPS estimate | $8.79 |
| EPS actual | $8.85 |
| EPS Surprise | 0.683% |
| Revenue estimate | 3.249B |
| Revenue actual | 3.297B |
| Revenue Surprise | 1.47% |
| Release date | Oct 29, 2025 |
| EPS estimate | $8.63 |
| EPS actual | $8.81 |
| EPS Surprise | 2.09% |
| Revenue estimate | 3.172B |
| Revenue actual | 3.21B |
| Revenue Surprise | 1.20% |
| Release date | Jul 31, 2025 |
| EPS estimate | $8.56 |
| EPS actual | $9.38 |
| EPS Surprise | 9.58% |
| Revenue estimate | 3.08B |
| Revenue actual | 3.175B |
| Revenue Surprise | 3.09% |
Last 4 Quarters for KLA
Below you can see how KLAC performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Jul 31, 2025 |
| Price on release | $879.03 |
| EPS estimate | $8.56 |
| EPS actual | $9.38 |
| EPS surprise | 9.58% |
| Date | Price |
|---|---|
| Jul 25, 2025 | $902.09 |
| Jul 28, 2025 | $923.15 |
| Jul 29, 2025 | $916.09 |
| Jul 30, 2025 | $924.99 |
| Jul 31, 2025 | $879.03 |
| Aug 01, 2025 | $886.64 |
| Aug 04, 2025 | $915.62 |
| Aug 05, 2025 | $883.41 |
| Aug 06, 2025 | $888.28 |
| 4 days before | -2.56% |
| 4 days after | 1.05% |
| On release day | 0.87% |
| Change in period | -1.53% |
| Release date | Oct 29, 2025 |
| Price on release | $1,235.28 |
| EPS estimate | $8.63 |
| EPS actual | $8.81 |
| EPS surprise | 2.09% |
| Date | Price |
|---|---|
| Oct 23, 2025 | $1,159.00 |
| Oct 24, 2025 | $1,182.82 |
| Oct 27, 2025 | $1,215.13 |
| Oct 28, 2025 | $1,206.04 |
| Oct 29, 2025 | $1,235.28 |
| Oct 30, 2025 | $1,214.41 |
| Oct 31, 2025 | $1,208.74 |
| Nov 03, 2025 | $1,219.14 |
| Nov 04, 2025 | $1,193.49 |
| 4 days before | 6.58% |
| 4 days after | -3.38% |
| On release day | -1.69% |
| Change in period | 2.98% |
| Release date | Jan 29, 2026 |
| Price on release | $1,684.71 |
| EPS estimate | $8.79 |
| EPS actual | $8.85 |
| EPS surprise | 0.683% |
| Date | Price |
|---|---|
| Jan 23, 2026 | $1,512.78 |
| Jan 26, 2026 | $1,543.03 |
| Jan 27, 2026 | $1,616.33 |
| Jan 28, 2026 | $1,627.20 |
| Jan 29, 2026 | $1,684.71 |
| Jan 30, 2026 | $1,427.94 |
| Feb 02, 2026 | $1,410.45 |
| Feb 03, 2026 | $1,355.54 |
| Feb 04, 2026 | $1,307.22 |
| 4 days before | 11.37% |
| 4 days after | -22.41% |
| On release day | -15.24% |
| Change in period | -13.59% |
| Release date | Apr 29, 2026 |
| Price on release | $1,816.21 |
| EPS estimate | $9.17 |
| EPS actual | $9.40 |
| EPS surprise | 2.51% |
| Date | Price |
|---|---|
| Apr 23, 2026 | $1,815.43 |
| Apr 24, 2026 | $1,935.00 |
| Apr 27, 2026 | $1,900.00 |
| Apr 28, 2026 | $1,808.97 |
| Apr 29, 2026 | $1,816.21 |
| Apr 30, 2026 | $1,750.35 |
| May 01, 2026 | $1,726.26 |
| May 04, 2026 | $1,713.32 |
| May 05, 2026 | $1,732.90 |
| 4 days before | 0.0430% |
| 4 days after | -4.59% |
| On release day | -3.63% |
| Change in period | -4.55% |
KLA Earnings Call Transcript Summary of Q1 2026
KLA reported a strong September quarter: revenue $3.21B and non-GAAP diluted EPS $8.81 (GAAP EPS $8.47), ahead of guidance. Product gross margin was 62.5% and non-GAAP operating margin 43.2%. Cash flow was a highlight — operating cash flow $1.16B and free cash flow $1.07B for the quarter (record quarterly cash flow; trailing 12-month FCF $3.9B, FCF margin 31%). Services remain a consistent, growing revenue stream ($745M this quarter, +16% YoY). Advanced packaging is a major growth story — KLA expects calendar 2025 advanced-packaging-related revenue to exceed $925M (~+70% YoY) and estimates the advanced packaging served market at roughly $11B. Management reiterated that AI infrastructure investment is broadening and increasing process-control intensity across foundry/logic and memory (notably HBM), and that KLA is diversifying beyond leading-edge R&D to address memory, advanced packaging and legacy logic. December-quarter guidance: revenue $3.225B ± $150M; gross margin ~62% ±1pp; operating expenses ~ $635M; non-GAAP EPS $8.70 ± $0.78. Management estimates U.S. export-control-related lost revenue of ~$300–$350M impacting December quarter and calendar 2026 (spread roughly evenly across H1/H2 2026). Lead times have normalized to ~7–9 months. Capital returns remain a priority (16th consecutive dividend increase to $7.60 annualized and a $5B buyback authorization); total capital returned in the quarter was $799M.
