KLA FY2026: $13.58 billion revenue, June quarter tops guidance
KLA's June quarter and full fiscal 2026 both landed ahead of the guidance midpoint, with revenue of $13.58 billion for the year and $3.66 billion for the quarter. Read the quarter first: it is the freshest look at demand, and it grew 15.2% year over year while gross margin held at 61.3%. The full-year numbers put that quarter in context, and management's $4.0 billion September outlook is the real test.
1 · Expected vs. Actual
Free preview belowGAAP diluted EPS was $1.04 in the quarter and non-GAAP EPS was $1.05, both described as at the upper end of guidance and slightly above the $1.02 consensus estimate in our data. Full-year GAAP EPS was $3.66 and non-GAAP EPS was $3.76; the gap is mostly acquisition-related charges, including $36.2 million booked in cost of revenue in the quarter. All per-share figures are retroactively adjusted for the ten-for-one stock split effected in June 2026.
June-quarter revenue of $3.66 billion came in above the $3.58 billion midpoint of the company's own guidance and up 15.2% from $3.17 billion a year earlier. For the full fiscal year, revenue was $13.58 billion against $12.16 billion in fiscal 2025, a gain of 11.7%. The core Semiconductor Process Control segment supplied $3.26 billion of the quarter's $3.66 billion, so growth is concentrated in one business.
Management guides September-quarter revenue to $4.0 billion, plus or minus $200 million, which is 9.4% above the quarter just reported. GAAP gross margin is guided to 61.6% +/- 1.0%, and GAAP EPS to $1.14 +/- $0.10, with non-GAAP EPS at $1.16 +/- $0.10. Last quarter the company guided to a $3.575 billion revenue midpoint and then delivered $3.66 billion, about 2.3% above it.
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Figures on this page come from the company's original SEC filings. The analysis is generated automatically and checked against validation rules, but may still contain errors or omissions. Not investment advice. · Generated 2026-09-17
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