KLA Corp. (KLAC) Earnings Analysis

KLA Corp. (KLAC) delivered mixed results in Q4 FY2026 on revenue of $3.7B versus the $3.6B estimate (+15.2% YoY) and EPS of $1.05. The next KLA Corp. (KLAC) earnings date is Oct 28, 2026. Below is the full KLA Corp. earnings breakdown — the risk-adjusted verdict, price forecast, technicals, options and hedge-fund 13F holdings, decoded in plain English.

KLA Corp. (KLAC) Earnings Analysis — key stats

Next earnings dateOct 28, 2026
Latest reported quarterQ4 FY2026
Earnings verdictMixed
EPS beat rate7 of last 8 (quarters above estimate)
Avg next-day move±5.4% (over the last 8 reports)
Post-earnings directionUp 1 / Down 7 (of the last 8 reports)
Implied move (next report)±30.0% (options-derived · into Oct 28, 2026)
Insider activity0 buys / 12 sells (recent Form 4 filings)
Revenue$3.7B (vs $3.6B est · +1.4% surprise · +15.2% YoY)
EPS$1.05 (vs $1.00 est · +5.0% surprise · +14.2% YoY)
Share price$181.57 (-1.3%)
Market cap$237.2B

KLA Corp. (KLAC) Earnings Analysis — beat / miss history

QuarterRevenueEPSEPS surpriseNext-day moveVerdict
Q1 FY2027$3.7B vs $3.6B est$1.05 vs $1.00 est+5.0%-16.3%Mixed
Q4 FY2026$3.4B vs $3.4B est$0.94 vs $0.92 est+2.5%-3.2%Mixed
Q3 FY2026$3.3B vs $3.2B est$0.89 vs $0.88 est+1.1%-12.2%In line
Q2 FY2026$3.2B vs $3.2B est$0.88 vs $0.86 est+2.3%+0.7%Mixed
Q1 FY2026$3.2B vs $3.1B est$0.94 vs $0.85 est+10.6%-4.2%Beat
Q4 FY2025$3.1B vs $3.0B est$0.84 vs $0.81 est+3.7%-1.7%Mixed
Q3 FY2025$3.1B vs $2.9B est$0.82 vs $0.77 est+6.5%-0.3%Beat
Q2 FY2025$2.8B vs $2.7B est$0.73 vs $0.70 est+4.1%-4.3%Beat

Recent insider transactions

InsiderRoleDateTypeSharesValue
Lorig Brianofficer: EVP, KLA Global Services2026-08-13Sell60K$12.4M
Higgins Bren D.officer: EVP & Chief Financial Officer2026-08-12Sell32K$6.6M
Khan Ahmad A.officer: President, Semi. Prod. & Cust.2026-08-11Sell33K$6.6M
WALLACE RICHARD Pofficer: President and CEO2026-08-11Sell88K$17.4M
Kirloskar Virendra Aofficer: SVP & Chief Accounting Officer2026-08-10Sell529$108212
Wilkinson Mary Bethofficer: EVP, CLO and Secretary2026-08-10Sell2K$339774
WALLACE RICHARD Pofficer: President and CEO2026-08-07Sell13K$2.5M
Lorig Brianofficer: EVP, KLA Global Services2026-08-07Sell3K$555631

What you'll find

Frequently asked questions

When is KLA Corp.'s next earnings date?
KLA Corp.'s (KLAC) next scheduled earnings date is Oct 28, 2026. Magnisto shows the confirmed date, the options-implied expected move and the revenue and EPS estimates Wall Street is modeling into the report.
Did KLA Corp. (KLAC) beat or miss earnings?
In Q4 FY2026, KLA Corp. (KLAC) posted mixed results — revenue of $3.7B versus the $3.6B estimate (+1.4% surprise) and EPS of $1.05 versus $1.00 expected (+5.0% surprise). Magnisto decodes every KLA Corp. (KLAC) report into a clear Beat, Miss, In-line or Mixed verdict and checks whether guidance was raised, held or cut.
How often does KLA Corp. beat earnings estimates?
Over its last 8 reported quarters, KLA Corp. (KLAC) beat Wall Street EPS estimates 7 times, most recently a mixed result in Q1 FY2027. Magnisto tracks every KLA Corp. (KLAC) quarter's revenue and EPS versus consensus and grades each one Beat, Miss, In-line or Mixed at a unified ±2% threshold.
How much does KLA Corp. stock move after earnings?
Over its last 8 quarterly reports, KLA Corp. (KLAC) moved an average of ±5.4% the day after earnings — ranging from -16.3% (Q1 FY2027) to +0.7% (Q2 FY2026). The stock rose after 1 of those 8 reports and fell after 7. Heading into its next report on Oct 28, 2026, options-implied volatility is pricing in a move of roughly ±30.0% (derived). Magnisto tracks the realized post-earnings move for every KLA Corp. (KLAC) quarter alongside the beat/miss verdict — past moves don't predict the next one.
Are insiders buying or selling KLA Corp. (KLAC)?
In the most recent Form 4 filings Magnisto tracks, KLA Corp. (KLAC) insiders recorded 0 purchases and 12 sales — net selling. Insider transactions are one signal among many and are often routine (option exercises or scheduled 10b5-1 sales), so Magnisto shows the raw feed for you to judge.
What is the forecast for KLA Corp. (KLAC) stock?
Magnisto blends analyst price targets, quantitative research, technical trend and options-implied moves into a scenario range for KLA Corp. (KLAC), anchored to the current $181.57 share price, so you can weigh the bull, base and bear cases for KLA Corp. side by side.
Is KLA Corp. (KLAC) a buy right now?
Magnisto does not give buy or sell tips. It gives you the institutional-grade evidence — the verdict, valuation, risks, technicals and hedge-fund 13F flows — so you can decide whether KLA Corp. fits your own thesis and risk profile. This is research, not investment advice.

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Educational research, not investment advice. Figures are illustrative and may be delayed.