| KLAC |
Report |
Revenue |
BEAT |
pred ~$3.67B vs. cons $3.60B |
MEDIUM |
| KLAC |
Report |
Non-GAAP EPS (split-adjusted) |
BEAT |
pred ~$1.04 vs. cons $1.00 |
MEDIUM |
| KLAC |
Report |
Non-GAAP gross margin |
IN-LINE |
pred ~62.10% vs. cons 61.75% |
MEDIUM |
| KLAC |
Guide |
FQ1 FY2027 (September-quarter) revenue |
BETTER |
guide ~$3.90B vs. cons $3.82B (FQ1 FY2027 / September quarter) |
MEDIUM |
| KLAC |
Guide |
FQ1 FY2027 non-GAAP EPS (split-adjusted) |
BETTER |
guide ~$1.10 vs. cons $1.06 (FQ1 FY2027 / September quarter) |
MEDIUM |
| KLAC |
Guide |
Calendar 2026 revenue framework |
BETTER |
guide ~$15.20B vs. cons $15.00B (calendar 2026) |
MEDIUM |
| KLAC |
Guide |
Calendar 2026 non-GAAP gross-margin framework |
UNCHANGED |
guide ~62.00% vs. cons 62.00% (calendar 2026) |
MEDIUM |
| KLAC |
Guide |
Calendar 2026 advanced-packaging process-control revenue |
BETTER |
guide ~$1.05B vs. cons $1.00B (calendar 2026) |
LOW |
| KLAC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+5.5% |
— |
MEDIUM |
| KLAC |
Return |
5-day cumulative residual |
+7.0% (FOLLOW-THROUGH) |
Predicted ~$15.20B calendar-2026 framework versus ~$15.00B consensus and ~$3.90B September-quarter revenue guide versus ~$3.82B consensus should lift out-period revenue and EPS estimates even after a ~$1.04 versus $1.00 reported EPS beat. |
MEDIUM |