| KLAC |
Report |
Fiscal Q4 2026 revenue |
BEAT |
pred ~$3.64B vs. cons $3.60B |
MEDIUM |
| KLAC |
Report |
Fiscal Q4 2026 non-GAAP EPS |
BEAT |
pred ~$1.02 vs. cons $1.00 |
MEDIUM |
| KLAC |
Report |
Fiscal Q4 2026 non-GAAP gross margin |
IN-LINE |
pred ~61.9% vs. cons 61.75% |
MEDIUM |
| KLAC |
Guide |
Revenue guidance |
BETTER |
guide ~$3.97B vs. cons $3.93B (fiscal Q1 2027) |
MEDIUM |
| KLAC |
Guide |
Non-GAAP EPS guidance |
BETTER |
guide ~$1.14 vs. cons $1.10 (fiscal Q1 2027) |
MEDIUM |
| KLAC |
Guide |
Non-GAAP gross-margin guidance |
UNCHANGED |
guide ~61.8% vs. cons 61.8% (fiscal Q1 2027) |
MEDIUM |
| KLAC |
Guide |
Revenue outlook commentary |
BETTER |
guide ~$15.2B vs. cons $15.1B (calendar 2026) |
LOW |
| KLAC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| KLAC |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
A September-quarter revenue guide near $4.0B and implied December-quarter acceleration would lift out-period estimates; continued confidence in 2027 growth and advanced packaging should drive positive revisions beyond the initial headline beat. |
MEDIUM |