KLA Corporation's fourth quarter revenue of $3.66B beat estimates, with strong guidance signaling accelerating AI-driven demand.

KLA Corporation reported fourth quarter fiscal year 2026 revenue of $3.66 billion and non-GAAP diluted EPS of $1.05, surpassing analyst expectations. The results were accompanied by a strong forecast for the upcoming quarter.

Key Highlights

• Fourth quarter revenue grew 15% year-over-year to $3.66 billion, exceeding consensus estimates of $3.61 billion.
• The company issued strong first quarter 2027 revenue guidance of $4.0 billion at the midpoint, suggesting accelerating momentum.
• The core Semiconductor Process Control segment drove results, growing 13% year-over-year to $3.26 billion and representing 89% of total revenue.
• For the full fiscal year 2026, total revenues reached $13.58 billion with GAAP diluted EPS of $3.66.