KLA Corp. reports Q3 adjusted EPS $9.40, consensus $9.17

Reports Q3 revenue $3.415B, consensus $3.38B. “KLA delivered strong March quarter results exceeding the midpoint of our guidance ranges on both revenue and EPS. Our business momentum remains robust, and we are highly confident in our outlook for calendar year 2026,” said CEO Rick Wallace. “At our recent Investor Day, we highlighted KLA’s critical role as a key enabler of the AI ecosystem and our continued benefits from the global AI infrastructure buildout across all major growth vectors, including foundry/logic, memory, advanced packaging, and services. KLA’s market leadership was further reinforced by recently published third-party industry reports showing continued market share momentum in process control. Our recent capital return actions, including the 17th consecutive annual dividend increase and an additional $7B stock repurchase authorization, underscore our confidence in KLA’s durable value creation and the 2030 target model we have outlined.”