KLA (KLAC) Q4 FY26 earnings call

KLA reported record Q4 FY26 results, driven by accelerating AI infrastructure investment, continued strength in leading-edge foundry/logic, and increasing process control intensity. The company raised its CY26 wafer equipment market outlook and anticipates significant growth into CY27, positioning itself to capitalize on increasing semiconductor complexity and demand. Management highlighted strong customer engagement and proactive capacity expansion efforts to meet future demand.