Jun 2026 (Q4 FY26) — Jul 28, 2026
KLA Q4 FY26 — Record Revenue and Strengthening AI-Driven Demand
Read the full callKLA (KLAC) earnings
- Jun 2026
- Jun 2026 (Q4 FY26)
- Jun 2026
KLA earnings: last reported Tue, 28 Jul 2026, for the quarter ended Jun 2026.
Reported
The figures, each with its period
Each figure keeps its basis and period; nothing is filled in.
| Metric | Value | Change | Basis | Period | Note |
|---|---|---|---|---|---|
| Revenue | 3,658 | +15.2% YoY | Quarterly, as filed | Quarter to Jun 2026 | Revenue from operations as filed. |
| Operating margin | Operating profit / revenue | Quarter to Jun 2026 | Not in the filed figures for the quarter to jun 2026. No older figure is substituted. | ||
| Net profit | 1,363 | +13.3% YoY | Quarterly, as filed | Quarter to Jun 2026 | Profit after tax as filed. |
Guidance
What management said, and what became of it
47 of 58 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| First-half calendar 2026 revenue versus second-half calendar 2025 | roughly flat to modestly up | Sep 2025 | Revenue of $3.66 billion was above the midpoint of guidance of $3.575 billion and rose 7% sequentially and 15% year-over-year. | Achieved |
| Quarterly non-GAAP operating expenses | approximately $665 million | Mar 2026 | Operating expenses were $682 million and included $399 million in R&D and $283 million in SG&A. | Missed |
| Advanced packaging revenue | mid- to high teens percentage year-over-year growth | Dec 2025 | We now expect our advanced packaging process control systems revenue to grow to approximately $1.1 billion in calendar 2026, up more than 70% year-over-year, above our prior expectation of high 50% growth | Revised Up |
11 of KLA CORP's 100 targets were missed. See which ones, and which are quietly gone. The 3 above are the free sample; 97 more targets are in the full ledger.
Claimed
- Record revenue of $3.66 billion, above the midpoint of guidance.
- Non-GAAP diluted EPS of $1.05, at the upper end of guidance.
- Advanced packaging process control systems revenue expected to grow to $1.1 billion in CY26, up more than 70% year-over-year.
- KLA Services delivered $820 million revenue in Q4 FY26, up 17% year-over-year.
- Wafer equipment market outlook raised to the low $150 billion range for CY26, up from $140 billion+.
Qualified
- Gross margin impacted by approximately 100 basis points due to challenging memory pricing environment and tariff headwinds.
- Operating expenses are forecasted to grow by roughly $15 million to $20 million sequentially over the next several quarters.
- Lead times across the company are about 12 months, with certain products extending to 18-24 months, potentially limiting immediate upside.
Price
$166.4 +0.40% · +$0.66
Performance +50.4% 1Y
1Y: $110.67 on 17 Oct 2025 → $166.4. High $301.71 (30 Jun 2026), low $109.71 (21 Nov 2025).
- Previous close
- $165.74
- 52-week range
- $109.71 – $301.71
- One year
- +44.33%
Overview
- Symbol
- KLAC
- Sector
- Information Technology
- Exchange
- US
- Currency
- USD
Guidance
What management said, and what became of it
47 of 58 judged targets kept · 42 open · verdicts reflect calls analysed to Jun 2026.
| Target | Original wording | Said | Latest call | Verdict |
|---|---|---|---|---|
| First-half calendar 2026 revenue versus second-half calendar 2025 | roughly flat to modestly up | Sep 2025 | Revenue of $3.66 billion was above the midpoint of guidance of $3.575 billion and rose 7% sequentially and 15% year-over-year. | Achieved |
| Quarterly non-GAAP operating expenses | approximately $665 million | Mar 2026 | Operating expenses were $682 million and included $399 million in R&D and $283 million in SG&A. | Missed |
| Advanced packaging revenue | mid- to high teens percentage year-over-year growth | Dec 2025 | We now expect our advanced packaging process control systems revenue to grow to approximately $1.1 billion in calendar 2026, up more than 70% year-over-year, above our prior expectation of high 50% growth | Revised Up |
Claimed
- Record revenue of $3.66 billion, above the midpoint of guidance.
- Non-GAAP diluted EPS of $1.05, at the upper end of guidance.
- Advanced packaging process control systems revenue expected to grow to $1.1 billion in CY26, up more than 70% year-over-year.
- KLA Services delivered $820 million revenue in Q4 FY26, up 17% year-over-year.
- Wafer equipment market outlook raised to the low $150 billion range for CY26, up from $140 billion+.
Qualified
- Gross margin impacted by approximately 100 basis points due to challenging memory pricing environment and tariff headwinds.
- Operating expenses are forecasted to grow by roughly $15 million to $20 million sequentially over the next several quarters.
- Lead times across the company are about 12 months, with certain products extending to 18-24 months, potentially limiting immediate upside.
The full ledger
Open KLA CORP’s full ledger
A free account opens 5 company ledgers a month. All 100 tracked commitments, with each call’s wording and source.
Call summaries
Mar 2026 (Q3 FY26) — Apr 29, 2026
KLA Corporation Q3 FY26 — Strong Performance Driven by AI and Advanced Packaging
Read the full callDec 2025 (Q2 FY26) — Jan 29, 2026
KLA Q2 FY26 — Strong Outperformance Driven by AI and Advanced Packaging
Read the full callEvery analysed call
KLA earnings calls (KLAC)
Financials
What the filings say
Net profit, year on year: +13% (quarter to jun 2026 against jun 2025).
| Line item | Sep 2024 | Dec 2024 | Mar 2025 | Jun 2025 | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Sales | 2,842 | 3,077 | 3,063 | 3,175 | 3,210 | 3,297 | 3,415 | 3,658 |
| Interest | 82 | 75 | 72 | 73 | 71 | 70 | 70 | 73 |
| Profit before tax | 1,079 | 973 | 1,264 | 1,329 | 1,309 | 1,330 | 1,417 | 1,549 |
| Tax rate | 12.3% | 15.2% | 13.9% | 9.5% | 14.4% | 13.9% | 15.2% | 12.0% |
| Net profit | 946 | 825 | 1,088 | 1,203 | 1,121 | 1,146 | 1,201 | 1,363 |
| EPS ($ per share) | 7.05 | 6.18 | 8.21 | — | 8.51 | 8.73 | 9.17 | — |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Equity capital | 2,017 | 2,090 | 2,176 | 1,062 | 2,108 | 2,280 | 2,512 | 1 |
| Reserves | 715 | 655 | 1,277 | 367 | 848 | 1,137 | 2,179 | 3,684 |
| Total liabilities | 6,331 | 6,599 | 6,895 | 11,198 | 11,153 | 12,065 | 11,375 | 11,602 |
| Fixed assets | 449 | 520 | 663 | 850 | 1,032 | 1,110 | 1,253 | 1,381 |
| Total assets | 9,009 | 9,280 | 10,271 | 12,597 | 14,072 | 15,434 | 16,068 | 17,952 |
| Line item | Jun 2019 | Jun 2020 | Jun 2021 | Jun 2022 | Jun 2023 | Jun 2024 | Jun 2025 | Jun 2026 |
|---|---|---|---|---|---|---|---|---|
| Cash from operations | 1,153 | 1,779 | 2,185 | 3,313 | 3,670 | 3,309 | 4,082 | 4,143 |
| Cash from investing | -1,181 | -259 | -500 | -876 | -483 | -1,477 | -202 | -1,190 |
| Cash from financing | -360 | -1,300 | -1,498 | -2,257 | -2,830 | -1,776 | -3,786 | -3,386 |
| Net cash flow | -388 | 218 | 200 | 150 | 343 | 49 | 102 | -429 |
| Capital expenditure | -130 | -153 | -232 | -307 | -342 | -277 | -335 | -376 |
| Free cash flow | 1,022 | 1,626 | 1,953 | 3,005 | 3,328 | 3,031 | 3,747 | 3,767 |
KLAC revenue by segment
PCB and Component Inspection grew from 5% to 7% of revenue over the last two years.
| Segment | Q1 FY2025 | Q2 FY2025 | Q3 FY2025 | Q4 FY2025 | Q1 FY2026 | Q2 FY2026 | Q3 FY2026 | Q4 FY2026 | YoY growth latest quarter |
|---|---|---|---|---|---|---|---|---|---|
| Semiconductor Process Control | 91% | 90% | 89% | 91% | 90% | 91% | 90% | 89% | +13.2% |
| PCB and Component Inspection | 5% | 5% | 6% | 5% | 6% | 5% | 5% | 7% | +56.5% |
| Specialty Semiconductor Process | 5% | — | 5% | — | 4% | 4% | 5% | 4% | — |
Share of consolidated revenue by quarter. Q4 is the fiscal year less its first three quarters.
See how segments are shifting across companies → Segment Shift
Revenue by region
Q4 FY2026 · share of revenue
- TW 31% ↑ 15 pt
- CN 26% ↓ 16 pt
- North America 18%
- KR 10% ↑ 2 pt
- JP 6% ↓ 1 pt
- Europe and Israel 5% ↓ 1 pt
- Rest Of Asia 4% ↑ 1 pt
As KLAC cuts its regions in its filings; they can nest, so they need not add to 100%.
Insider filings
102 filings between Nov 5, 2025 and Sep 15, 2026.
Open market
decisions to buy or sellPurchases
None
No insider bought shares.
Sales
$112.33M
22 sales by 7 insiders
91% filed under a 10b5-1 plan — scheduled in advance, not decided on the day
Compensation
not trading decisions- 27
- Award — granted as compensation
- 46
- Tax withheld — shares kept back by the company to cover tax
Also filed: 5 other filings, 2 gifts.
Who traded
open market only| Insider | Bought | Sold | Last filing |
|---|---|---|---|
| WALLACE RICHARD P | — | $60.88M | Sep 15, 2026 |
| Higgins Bren D. | — | $16.76M | Aug 12, 2026 |
| Lorig Brian | — | $12.40M | Aug 13, 2026 |
| Wilkinson Mary Beth | — | $12.28M | Aug 10, 2026 |
| Khan Ahmad A. | — | $6.60M | Aug 11, 2026 |
| Kirloskar Virendra A | — | $2.37M | Aug 10, 2026 |
| Hanley Jeneanne Michelle | — | $1.03M | May 11, 2026 |
Latest filings (50)
| Date | Insider | What | Shares | Value |
|---|---|---|---|---|
| Sep 15, 2026 | WALLACE RICHARD P President and CEO | Sale 10b5-1 plan | 72,019 | $12.38M |
| Aug 13, 2026 | Lorig Brian EVP, KLA Global Services | Sale 10b5-1 plan | 59,586 | $12.40M |
| Aug 12, 2026 | Higgins Bren D. EVP & Chief Financial Officer | Sale 10b5-1 plan | 31,500 | $6.61M |
| Aug 11, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Sale 10b5-1 plan | 33,180 | $6.60M |
| Aug 11, 2026 | WALLACE RICHARD P President and CEO | Sale 10b5-1 plan | 87,568 | $17.42M |
| Aug 10, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 1,661 | $339.8K |
| Aug 10, 2026 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 529 | $108.2K |
| Aug 7, 2026 | Higgins Bren D. EVP & Chief Financial Officer | Tax withheld | 4,532 | $875.6K |
| Aug 7, 2026 | Kirloskar Virendra A SVP & Chief Accounting Officer | Tax withheld 10b5-1 plan | 521 | $100.6K |
| Aug 7, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 21,831 | $4.31M |
| Aug 7, 2026 | WALLACE RICHARD P President and CEO | Tax withheld | 12,762 | $2.47M |
| Aug 7, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Tax withheld | 4,532 | $875.6K |
| Aug 7, 2026 | Lorig Brian EVP, KLA Global Services | Tax withheld | 2,876 | $555.6K |
| Aug 7, 2026 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 2,405 | $475.2K |
| Aug 7, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Tax withheld 10b5-1 plan | 1,208 | $233.5K |
| Aug 6, 2026 | Higgins Bren D. EVP & Chief Financial Officer | Tax withheld | 30,975 | $5.97M |
| Aug 6, 2026 | Higgins Bren D. EVP & Chief Financial Officer | Award | 62,476 | $0 |
| Aug 6, 2026 | Higgins Bren D. EVP & Chief Financial Officer | Tax withheld | 21,671 | $4.18M |
| Aug 6, 2026 | Higgins Bren D. EVP & Chief Financial Officer | Award | 87,420 | $0 |
| Aug 6, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Tax withheld | 10,520 | $2.03M |
| Aug 6, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Award | 24,987 | $0 |
| Aug 6, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Tax withheld | 5,355 | $1.03M |
| Aug 6, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Award | 25,440 | $0 |
| Aug 6, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Tax withheld | 30,975 | $5.97M |
| Aug 6, 2026 | WALLACE RICHARD P President and CEO | Award | 40,841 | $0 |
| Aug 6, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Award | 62,476 | $0 |
| Aug 6, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Tax withheld | 21,671 | $4.18M |
| Aug 6, 2026 | WALLACE RICHARD P President and CEO | Award | 352,875 | $0 |
| Aug 6, 2026 | WALLACE RICHARD P President and CEO | Award | 93,721 | $0 |
| Aug 6, 2026 | Lorig Brian EVP, KLA Global Services | Award | 39,735 | $0 |
| Aug 6, 2026 | Kirloskar Virendra A SVP & Chief Accounting Officer | Tax withheld | 2,365 | $456.0K |
| Aug 6, 2026 | Kirloskar Virendra A SVP & Chief Accounting Officer | Award | 9,540 | $0 |
| Aug 6, 2026 | Lorig Brian EVP, KLA Global Services | Tax withheld | 12,389 | $2.39M |
| Aug 6, 2026 | Lorig Brian EVP, KLA Global Services | Tax withheld | 9,854 | $1.90M |
| Aug 6, 2026 | Lorig Brian EVP, KLA Global Services | Award | 24,987 | $0 |
| Aug 6, 2026 | WALLACE RICHARD P President and CEO | Tax withheld | 87,481 | $16.87M |
| Aug 6, 2026 | WALLACE RICHARD P President and CEO | Tax withheld | 46,467 | $8.96M |
| Aug 6, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Award | 87,420 | $0 |
| Aug 5, 2026 | Higgins Bren D. EVP & Chief Financial Officer | Award | 24,411 | $0 |
| Aug 5, 2026 | Lorig Brian EVP, KLA Global Services | Award | 15,961 | $0 |
| Aug 5, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Award | 5,070 | $0 |
| Aug 5, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Award | 24,411 | $0 |
| Aug 5, 2026 | Kirloskar Virendra A SVP & Chief Accounting Officer | Award | 1,549 | $0 |
| Aug 5, 2026 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 13,802 | $2.70M |
| Aug 5, 2026 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 4,504 | $880.5K |
| Aug 4, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Tax withheld | 23,278 | $4.25M |
| Aug 4, 2026 | Khan Ahmad A. President, Semi. Prod. & Cust. | Tax withheld | 7,759 | $1.42M |
| Aug 4, 2026 | Lorig Brian EVP, KLA Global Services | Tax withheld | 11,081 | $2.03M |
| Aug 4, 2026 | Lorig Brian EVP, KLA Global Services | Tax withheld | 3,694 | $675.0K |
| Aug 4, 2026 | WALLACE RICHARD P President and CEO | Tax withheld | 89,787 | $16.41M |
Source: SEC Form 4 filings. Form 4 reports transactions, not the cap table — absence of filings says nothing about how much an insider owns, and a quiet window is not a signal.
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