| KLAC |
Report |
Revenue |
IN-LINE |
pred ~$3.64B vs. cons $3.610B |
MEDIUM |
| KLAC |
Report |
Non-GAAP diluted EPS |
IN-LINE |
pred ~$9.98 vs. cons $9.91 |
MEDIUM |
| KLAC |
Report |
SPC systems revenue |
IN-LINE |
pred ~$2.56B vs. cons $2.538B |
MEDIUM |
| KLAC |
Guide |
Revenue (F1Q27) |
UNCHANGED |
guide ~$3.95B vs. cons $3.954B |
MEDIUM |
| KLAC |
Guide |
Non-GAAP diluted EPS (F1Q27) |
UNCHANGED |
guide ~$11.05 vs. cons $11.06 |
MEDIUM |
| KLAC |
Guide |
Gross margin (F1Q27) |
UNCHANGED |
guide ~62.0% vs. cons ~62.2% |
MEDIUM |
| KLAC |
Guide |
WFE / 2027 demand commentary (CY2026 / CY2027) |
UNCHANGED |
reaffirm >$140B WFE and 2027 growth at least as fast as 2026; consensus UNVERIFIED |
LOW |
| KLAC |
Return |
Day-1 residual (stock − beta × S&P 500) |
-1.5% |
— |
LOW |
| KLAC |
Return |
5-day cumulative residual |
-2.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — in-line guide leaves forward estimates flat and keeps multiple risk active |
LOW |