KLAC
FY2026 Q3 · Calendar Q2 2026
KLA Corporation
KLA's Q3 FY2026 results beat consensus on both revenue ($3.415B, +1.2% vs. estimate) and EPS ($9.40, +2.5% vs. estimate), with revenue up 11% year-over-year driven by AI-fueled advanced packaging demand. Management raised full-year guidance from mid-single-digit to high-teen revenue growth and lifted the WFE market outlook beyond $140 billion. A $7 billion incremental buyback authorization and 17th consecutive dividend increase reinforced management's confidence. Despite the beat and raised guidance, the stock declined 3.6% on the report versus a +1.0% benchmark move before drifting 9.8% higher over the subsequent period.
EPS surprise+2.5%
Market move-3.6%
