earnings
confidence high
sentiment positive
materiality 0.80
KLA beats Q1 FY2026 guidance; revenue $3.21B, GAAP EPS $8.47, non-GAAP EPS $8.81
KLA CORP
2026-Q1 EPS reported
$8.47
revenue$3,209,696,000
- Revenue $3.21B (above $3.15B midpoint), up 13% YoY from $2.842B; GAAP net income $1.12B.
- Non-GAAP diluted EPS $8.81, above guidance; GAAP diluted EPS $8.47.
- Operating cash flow $1.16B; free cash flow $1.07B; capital returns $799M in quarter.
- Q2 FY2026 guidance: revenue $3.225B +/- $150M; GAAP EPS $8.46 +/- $0.78.
- CEO cites AI infrastructure buildout driving demand across foundry/logic, memory, and advanced packaging.