| KLAC |
Report |
Total Revenue (Q4 FY26) |
BEAT |
pred ~$3,680M vs. cons $3,610M |
HIGH |
| KLAC |
Report |
Non-GAAP EPS (Q4 FY26) |
BEAT |
pred ~$10.10 vs. cons $9.91 |
HIGH |
| KLAC |
Report |
Non-GAAP Gross Margin (Q4 FY26) |
IN-LINE |
pred ~62.0% vs. cons ~61.8% |
MEDIUM |
| KLAC |
Guide |
Revenue (Q1 FY27) |
BETTER |
guide ~$3,850M vs. cons $3,780M |
MEDIUM |
| KLAC |
Guide |
Non-GAAP EPS (Q1 FY27) |
BETTER |
guide ~$10.55 vs. cons $10.35 |
MEDIUM |
| KLAC |
Guide |
Non-GAAP Gross Margin (Q1 FY27) |
UNCHANGED |
guide ~62.0% vs. cons ~62.0% |
MEDIUM |
| KLAC |
Guide |
WFE 2026 Market Commentary |
BETTER |
guide approaching $150B vs. prior >$140B |
MEDIUM |
| KLAC |
Guide |
2027 WFE Directional (CY2027) |
BETTER |
strengthen prior exceeds 2026 language |
LOW |
| KLAC |
Return |
Day-1 residual (stock − beta × S&P 500) |
+3.5% |
— |
MEDIUM |
| KLAC |
Return |
5-day cumulative residual |
+5.0% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — sell-side raises Q1 FY27 and FY2027 estimates on beat+raise package; no implicit cut math |
MEDIUM |