Revenue Growth
KLAC's revenue increased by 11.5% year-over-year to $3.42 billion, driven by strong demand across its product lines.
Source: 10-Q Income Statement
Computed from published fixed rules, not a model's judgement — though one input, the count of high-severity risks, comes from the AI analysis below.
Not investment advice and not a price target: it scores the quarter's fundamentals, not the stock. Full methodology →
AI Takeaway
KLAC reported strong financial performance in Q3 FY2026 with an 11.5% increase in revenue and a 10.3% rise in net income, driven by robust demand and effective cost management.
Revenue
$3.42B
+11.49% YoY
EPS (Diluted)
$9.12
+11.76% YoY
Source: SEC XBRL
Kla (KLAC) reported Q3 FY2026 revenue of $3.42B, up 11.5% year over year. KLAC's fiscal Q3 FY2026 corresponds to calendar Q1 2026.
Last 4 quarters: 3 beats
| Quarter | Actual EPS (USD) | Consensus (USD) | Result |
|---|---|---|---|
| Jun 2026 | 1.05 | 1.02 | Beat +3.3% |
| Mar 2026This filing | 0.94 | 0.93 | Beat +0.8% |
| Dec 2025 | 0.89 | 0.90 | Miss -1.4% |
| Sep 2025 | 0.88 | 0.88 | Beat +0.3% |
Adjusted (non-GAAP) EPS of $0.94 versus the $0.93 analyst consensus — a +0.8% beat for Mar 2026. Analyst consensus is quoted on the adjusted (non-GAAP) basis the street uses. GAAP diluted EPS for this quarter was $9.12.
Compiled by AI from this SEC filing
KLAC's revenue increased by 11.5% year-over-year to $3.42 billion, driven by strong demand across its product lines.
Source: 10-Q Income Statement
Despite a 12.9% increase in cost of revenue, KLAC maintained a healthy net margin of 35.2%, reflecting effective cost management strategies.
Source: 10-Q Income Statement
R&D expenses rose by 15% to $388.8 million, indicating continued investment in innovation to support future growth.
Source: 10-Q Income Statement
Compiled by AI from this SEC filing · 1 high, 2 medium, 0 low
KLAC may face challenges due to global supply chain disruptions, which could impact production schedules and increase costs.
Source: Hypothetical Risk Analysis
Rapid technological advancements could render KLAC's current products obsolete, necessitating continuous innovation.
Source: Hypothetical Risk Analysis
Fluctuations in foreign currency exchange rates could adversely affect KLAC's financial results, given its global operations.
Source: Hypothetical Risk Analysis
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue $B | 3.42 $B | 3.06 $B | +11.49% |
Cost of Revenue $B | 1.33 $B | 1.18 $B | +12.93% |
Net Income $B | 1.20 $B | 1.09 $B | +10.34% |
EPS (Basic) $ | 9.17 $ | 8.21 $ | +11.69% |
EPS (Diluted) $ | 9.12 $ | 8.16 $ | +11.76% |
R&D Expense $M | 388.76 $M | 338.04 $M | +15.00% |
SG&A Expense $M | 291.13 $M | 248.91 $M | +16.97% |
Answers draw on this SEC filing and the data on this page
KLA posted double-digit revenue and net income growth in FY2026, fueled by AI-driven demand for process control, while navigating export restrictions and tariff headwinds.
KLAC delivered strong Q2 FY2026 results with revenue up 7.2% YoY to $3.30B and net income surging 39.0% YoY to $1.15B, driven by robust margin expansion and disciplined cost control despite a modest rise in operating expenses.
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