KLAC Q4 2025

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025

Earnings

KLA Corporation posted a standout fiscal fourth quarter, with non-GAAP diluted EPS of $9.38 beating the $8.55 consensus estimate by 9.71% and revenue of $3.17 billion topping expectations of $3.09 billion by 2.72%, representing a robust 23.7% year-ov… Read more KLA Corporation posted a standout fiscal fourth quarter, with non-GAAP diluted EPS of $9.38 beating the $8.55 consensus estimate by 9.71% and revenue of $3.17 billion topping expectations of $3.09 billion by 2.72%, representing a robust 23.7% year-over-year increase from $2.57 billion in the prior-year period. The primary engine behind the quarter was the Semiconductor Process Control segment, which generated $2.88 billion in Q4 revenue alone, as KLA's tools remain central to the AI-driven infrastructure buildout accelerating demand across leading-edge foundry, logic, and memory markets. The quarter also marked a milestone for capital generation, with record free cash flow of $1.06 billion, while the company returned $679.66 million to shareholders through dividends and buybacks. Against a backdrop where some chip equipment peers are navigating softer near-term demand signals, KLA's forward guidance for fiscal Q1 2026 calls for revenues of $3.15 billion and non-GAAP diluted EPS of $8.53, suggesting the company expects its momentum to remain largely intact heading into the new fiscal year.