KLA Corporation · KLAC · Next earnings

KLA Corporation reports Wednesday, Oct 28, 2026

KLAC reports after market close with consensus EPS at $1.17 and revenue at $4.04B. Last quarter: KLA Q3 FY2026: Revenue Beats on AI-Driven Advanced Packaging, Guidance Raised

Reports After market close38 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.17 Calendar consensus
Consensus revenue $4.04B Calendar consensus
Report date Oct 28, 2026 Wednesday, date estimated
Session After market close 38 days away

Where KLAC left off: FY2026 Q3

Full report

KLA Q3 FY2026: Revenue Beats on AI-Driven Advanced Packaging, Guidance Raised

EPS surprise +2.5% Reported $0.94 vs $0.92
Revenue surprise +1.2% Reported $3.42B vs $3.37B
Stock move -3.6% Event window
Subsequent drift +9.8% Up to 20 sessions

Guidance was raised from the prior quarter's mid-single-digit revenue growth outlook to high-teen percent revenue growth for full-year 2026. The gross margin target remained at approximately 62%. The wafer-fabrication-equipment market outlook was lifted to over $140 billion for 2026. Advanced packaging revenue is now expected to approach $1 billion in 2026, up from $635 million in 2025. Prior-quarter guidance sentiment was 'maintained'; this quarter it shifted to 'raised.'

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Elevated DRAM pricing causing approximately 100 basis points of gross-margin headwind.
  • Tariff and supply-chain constraints, especially component availability in early 2026.
  • Flat or slower-growing semiconductor spending in China.
  • Potential capacity limits in fab construction that could cap equipment shipments.
  • New Chinese regulation affecting Huahong fabs, deemed immaterial to guidance but worth monitoring.

Questions analysts left open

  • Visibility and demand strength into 2027 and 2028.
  • Assumptions underlying the 2030 financial model and long-term revenue targets.
  • Impact of new Chinese regulation affecting Huahong fabs.
  • Effect of high-NA lithography on KLA's addressable market.

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Recent KLAC quarters

All KLAC earnings
-3.6%FY2026 Q3

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2026 Q3

Methodology

The report date comes from FN2's resolved corporate-events calendar and is marked estimated until the company confirms it. Consensus figures are the calendar's latest analyst estimates for the fiscal period and are not an FN2 forecast.

Risks and open questions are carried forward verbatim from FN2's structured analysis of the previous earnings call. Missing values stay missing and are never estimated.

By FN2 Research · Updated . For educational purposes only; not investment advice.