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KLA Reports Q4 FY2026 Revenue of $3.658B, Beats Guidance but Stock Plunges 6%

KLA posted fourth-quarter fiscal 2026 revenue of $3.658 billion and GAAP EPS of $1.04, topping the high end of its own guidance. Shares still plunged 6.18% to $190.80 after the announcement.

Justin Jeon·July 29, 2026 at 07:05·Updated July 29, 2026 at 09:12·4 min read

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AIKey Summary

KLA posted Q4 FY2026 revenue of $3.658B and GAAP EPS of $1.04, above its own guidance
Shares still fell 6.18% to $190.80 after the report

KLA reported fourth-quarter fiscal 2026 (ended June) revenue of $3.658 billion, above the midpoint of its own guidance, according to an SEC Form 8-K filing on the 28th (local time). Immediately after the announcement, shares plunged 6.18% to trade at $190.80.

📊 Price at Time of Writing (July 29, 2026, 07:02 KST)
$190.80 ▼ -6.18%
≈ ₩277,423 (KRW/USD rate: 1,454)

This Quarter's Results at a Glance

KLA's fourth-quarter revenue rose 15.2% year-over-year from $3.175 billion. GAAP net income came in at $1.363 billion, up 13.3% from the same period last year. GAAP earnings per share (EPS) of $1.04 matched the top end of the company's guidance range. For full fiscal year 2026, KLA posted revenue of $13.58 billion and net income of $4.83 billion.

Revenue: $3.658 billion, up 15.2% year-over-year
EPS: $1.04 on a GAAP basis, matching the top of the company's guidance
Net income: $1.363 billion, up 13.3% year-over-year

Next Quarter's Outlook

KLA guided for first-quarter fiscal 2027 revenue (ending in September) of around $4.0 billion, plus or minus $200 million ($3.8 billion to $4.2 billion). The company projected GAAP EPS of $1.14 (plus or minus $0.10) and adjusted (non-GAAP, excluding one-time items) EPS of $1.16 (plus or minus $0.10). KLA CEO Rick Wallace said, "KLA sits on the critical path of AI infrastructure expansion, and growth momentum across our business is strengthening from the second half of 2026 through 2027."

Market Reaction

Despite beating its own guidance, KLA shares fell 6.18% to close at $190.80. According to foreign media reports, KLA stock had already dropped about 30% over the month leading up to the earnings release. Semiconductor-related stocks including Applied Materials, AMD, and Intel also declined the same day. The broader pullback in sector sentiment appears to have weighed on the stock independent of the earnings results.

This article was automatically generated based on the original SEC Form 8-K filing and foreign media reports, with the goal of quickly delivering key data immediately after the announcement. Readers are advised to review the company's official filing before making trading decisions. Prices reflect the time of writing and may differ from current levels.

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Frequently Asked Questions

What kind of company is KLA?

KLA is a U.S. semiconductor equipment company that makes systems for inspecting defects and managing quality in chip manufacturing. It supplies process control equipment that is essential to wafer and semiconductor production.

Was this quarter's performance good or bad?

Both revenue and EPS came in at or above the top of the company's own guidance range, which was a solid result. However, shares still fell 6.18% after the announcement.

Why are GAAP and non-GAAP results reported separately?

GAAP figures are official numbers based on generally accepted accounting principles, while non-GAAP (adjusted) figures exclude one-time items. Looking at both together gives a clearer picture of the company's underlying profitability.

What does the outlook for next quarter look like?

KLA expects first-quarter fiscal 2027 revenue of around $4.0 billion. That would be higher than the fourth-quarter revenue just reported, with the company citing growing demand tied to AI infrastructure.