KLA disclosed FY2026 Q3 (January–March 2026) revenue of $3.415 billion in its SEC 8-K filing.
Q3 Results at a Glance
KLA exceeded both revenue and EPS guidance in the quarter. Revenue grew 11.8% compared to the year-ago period ($3.063 billion) and increased 3.6% sequentially from the prior quarter ($3.297 billion).
- Revenue: $3.415 billion, +11.8% YoY
- GAAP EPS: $9.12, exceeded midpoint guidance
- Non-GAAP EPS: $9.40, exceeded midpoint guidance
- GAAP Net Income: $1.201 billion
- Operating Cash Flow: $707.5 million
- Free Cash Flow: $622.3 million
- Shareholder Returns (dividends + buybacks): $874.8 million
FY2026 Q4 Guidance
KLA guided Q4 (April–June 2026) revenue to $3.575 billion ±$200 million, with Non-GAAP EPS guidance of $9.87 ±$1.00. CEO Rick Wallace stated, "Business momentum is strong, and we have high confidence in our outlook for the full year 2026." The board approved a quarterly dividend increase to $2.30 per share—marking 17 consecutive years of annual dividend growth—and authorized an additional $7.0 billion in share repurchases.
Market Reaction
KLA's stock declined in after-hours trading following the earnings release. SeekingAlpha and ChartMill reported that while EPS beat expectations, revenue fell slightly short of consensus estimates. Analysts also noted that Q4 guidance ($3.375 billion–$3.775 billion) appears weaker than anticipated. However, the 17th consecutive year of dividend increases and the $7.0 billion share repurchase authorization were cited as positive factors.
This article was auto-generated based on the SEC 8-K filing and press reports, and is intended to deliver key data quickly following the announcement. We recommend reviewing the company's official SEC filing before making any trading decisions.
