KLA Corporation · KLAC · Next earnings

KLA Corporation reports Thursday, Feb 4, 2027

KLAC reports after market close with consensus EPS at $1.42 and revenue at $4.72B. Last quarter: KLA posts record revenue as AI and advanced packaging demand accelerate

Reports After market close91 days awayDate estimated Technology

What the street expects

Consensus for the coming report
Consensus EPS $1.42 Calendar consensus
Consensus revenue $4.72B Calendar consensus
Report date Feb 4, 2027 Thursday, date estimated
Session After market close 91 days away

Where KLAC left off: FY2027 Q1

Full report

KLA posts record revenue as AI and advanced packaging demand accelerate

EPS surprise +2.5% Reported $1.22 vs $1.19
Revenue surprise +2.3% Reported $4.14B vs $4.04B
Stock move +7.3% Event window
Subsequent drift 0.0% Up to 20 sessions

Management raised its wafer-equipment market outlook to above $200 billion for 2027 and provided Q4 revenue guidance of $4.7 billion plus or minus $200 million.

What to watch on the call

Carried forward from the last transcript

Risks management flagged

  • Memory cost pressure could weigh on gross margins.
  • Optical-component constraints and long lead times could limit execution.
  • Fab-construction delays or customer power availability could defer demand.
  • High memory pricing may increase system bill-of-materials costs.
  • Macroeconomic uncertainty and legacy-node cyclicality remain risks.

Questions analysts left open

  • Sustaining the gross-margin target amid memory pricing pressure.
  • Meeting demand while supply-chain lead times remain extended.
  • Share-gain potential versus competitors at 2nm and 1.4nm nodes.
  • A slowdown in China revenue growth.
  • Capex magnitude and return on investment relative to revenue growth.

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Recent KLAC quarters

All KLAC earnings
+7.3%FY2027 Q1-10.8%FY2026 Q4-3.6%FY2026 Q3-15.2%FY2026 Q2

Sources

  1. FN2 corporate events calendar, resolved from the earnings calendar feed
  2. FN2 earnings calendar analyst consensus
  3. Earnings call transcript analysis, FY2027 Q1

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.