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Sentiment · FY2026 Q4
As of FY2026 Q3, the Tellvest earnings-call sentiment score for KLA Corporation (KLAC) is 7/10.
KLA posted Q3 FY2026 (March quarter) revenue of $3.415 billion, up 11% year-over-year and 4% sequentially, with non-GAAP EPS of $9.40 as AI-driven semiconductor demand accelerated. Advanced packaging revenue acceleration continued, and process control market share gains expanded across the portfolio. The WFE market outlook strengthened to $140B+ for calendar 2026, with the services business growing 16% to $775 million. DRAM pricing headwinds persisted on gross margins, and China market moderation reflected trade restriction impacts. The June quarter was guided to $3.575 billion.
Scored from KLA Corporation’s FY2026 Q3 earnings call. The newest quarter is available with Tellvest Pro.
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| Quarter | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2025 Q1 | $2.84B | +18.5% | $0.70 | +29.6% | 59.6% | 39.4% | 33.3% | $935M |
| FY2025 Q2 | $3.08B | +23.7% | $0.61 | +43.2% | 60.3% | 40.4% | 26.8% | $757M |
| FY2025 Q3 | $3.06B | +30.0% | $0.82 | +84.2% | 61.6% | 42.5% | 35.5% | $987M |
| FY2025 Q4 | $3.17B | +23.7% | $0.91 | +46.6% | 62.0% | 42.6% | 37.9% | $1.06B |
| FY2026 Q1 | $3.21B | +13.0% | $0.85 | +20.8% | 61.3% | 41.7% | 34.9% | $1.07B |
| FY2026 Q2 | $3.30B | +7.2% | $0.87 | +41.6% | 61.4% | 41.3% | 34.7% | $1.26B |
| FY2026 Q3 | $3.42B | +11.5% | $0.91 | +11.5% | 61.1% | 41.2% | 35.2% | $622M |
| FY2026 Q4 | $3.66B | +15.2% | $1.04 | +14.8% | 61.4% | 42.5% | 37.3% | $817M |
| Year | Revenue | Rev YoY | EPS | EPS YoY | Gross margin | Op margin | Net margin | FCF |
|---|---|---|---|---|---|---|---|---|
| FY2023 | $10.50B | +13.9% | $6.94 | +216.7% | 59.8% | 38.1% | 32.3% | $3.33B |
| FY2024 | $9.81B | -6.6% | $2.03 | -70.7% | 60.6% | 38.3% | 28.2% | $3.03B |
| FY2025 | $12.16B | +24.0% | $3.04 | +49.6% | 60.9% | 41.2% | 33.4% |
| $3.74B |
| FY2026 | $13.58B | +11.7% | $3.67 | +20.7% | 61.3% | 41.7% | 35.6% | $3.77B |