tiprankstipranks
Trending News
More News >
Kla Corporation (KLAC)
:KLAC
US Market
Advertisement

KLA (KLAC) Earnings Dates, Call Summary & Reports

Compare
3,205 Followers

Earnings Data

Report Date
Jan 22, 2026
After Close (Confirmed)
Period Ending
2026 (Q2)
Consensus EPS Forecast
8.79
Last Year’s EPS
8.2
Same Quarter Last Year
Moderate Buy
Based on 18 Analysts Ratings

Earnings Call Summary

Q1 2026
Earnings Call Date:Oct 29, 2025|
% Change Since:
|
Earnings Call Sentiment|Positive
KLA's earnings call reflects a strong financial performance with significant growth in advanced packaging and service revenue. The company also reported record cash flow and robust capital returns. While there are concerns regarding the impact of extended export controls on China, the overall outlook remains positive, with expectations of growth in 2026.
Company Guidance
During KLA Corporation's September Quarter 2025 earnings call, the company provided a robust set of financial metrics and guidance for the upcoming quarters. Revenue for the September quarter was reported at $3.21 billion, with a non-GAAP diluted EPS of $8.81 and a GAAP diluted EPS of $8.47. The company highlighted strong growth in its advanced packaging segment, expecting related revenue to exceed $925 million for the calendar year 2025, reflecting a 70% year-over-year increase. Service revenue also saw significant growth, reaching $745 million, up 6% sequentially and 16% year-over-year. The company achieved a record cash flow of $1.066 billion for the quarter, contributing to a free cash flow of $3.9 billion over the past 12 months, with a free cash flow margin of 31%. For the December quarter, KLA forecasted revenue of $3.225 billion, with an expected gross margin of 62%. Looking ahead to 2026, KLA anticipates a growth year for the industry, driven by investments in advanced packaging and leading-edge logic, despite the anticipated impact of U.S. export controls on certain customers in China.
Strong Financial Performance
KLA delivered strong results with revenue of $3.21 billion and non-GAAP diluted EPS of $8.81. GAAP diluted EPS was $8.47. Gross margin was 62.5%, driven by a stronger product mix and manufacturing efficiencies.
Advanced Packaging Revenue Growth
Advanced packaging-related revenue is expected to exceed $925 million for calendar year 2025, up approximately 70% year-over-year.
Service Business Growth
Service revenue grew to $745 million in the September quarter, up 6% sequentially and 16% year-over-year.
Record Cash Flow
Strong cash flow in the quarter was at a record of $1.066 billion. Over the past 12 months, free cash flow was $3.9 billion, with a free cash flow margin of 31%.
Capital Returns
Total capital return in the September quarter was $799 million, consisting of $545 million in share repurchases and $254 million in dividends. Total capital return over the past 12 months was $3.09 billion.
Positive Outlook for 2026
KLA anticipates mid- to high single-digit growth in WFE for 2025 and expects 2026 to be a growth year with a broader spending profile for both WFE and advanced packaging.

KLA (KLAC) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

KLAC Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Jan 22, 2026
2026 (Q2)
8.79 / -
8.2
Oct 29, 2025
2026 (Q1)
8.63 / 8.81
7.3320.19% (+1.48)
Jul 31, 2025
2025 (Q4)
8.56 / 9.38
6.642.12% (+2.78)
Apr 30, 2025
2025 (Q3)
8.09 / 8.41
5.2659.89% (+3.15)
Jan 30, 2025
2025 (Q2)
7.75 / 8.20
6.1633.12% (+2.04)
Oct 30, 2024
2025 (Q1)
7.04 / 7.33
5.7427.70% (+1.59)
Jul 24, 2024
2024 (Q4)
6.15 / 6.60
5.422.22% (+1.20)
Apr 25, 2024
2024 (Q3)
4.97 / 5.26
5.49-4.19% (-0.23)
Jan 25, 2024
2024 (Q2)
5.91 / 6.16
7.38-16.53% (-1.22)
Oct 25, 2023
2024 (Q1)
5.37 / 5.74
7.06-18.70% (-1.32)
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed

KLAC Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Oct 29, 2025
$1235.28$1214.41-1.69%
Jul 31, 2025
$877.12$884.71+0.87%
Apr 30, 2025
$699.48$673.22-3.75%
Jan 30, 2025
$737.37$733.21-0.56%
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.

FAQ

When does Kla Corporation (KLAC) report earnings?
Kla Corporation (KLAC) is schdueled to report earning on Jan 22, 2026, After Close (Confirmed).
    What is Kla Corporation (KLAC) earnings time?
    Kla Corporation (KLAC) earnings time is at Jan 22, 2026, After Close (Confirmed).
      Where can I see when companies are reporting earnings?
      You can see which companies are reporting today on our designated earnings calendar.
        What companies are reporting earnings today?
        You can see a list of the companies which are reporting today on TipRanks earnings calendar.
          What is KLAC EPS forecast?
          KLAC EPS forecast for the fiscal quarter 2026 (Q2) is 8.79.

            KLA (KLAC) Earnings News

            KLA (NASDAQ:KLAC) Drops after Weak Forecast
            Premium
            Market News
            KLA (NASDAQ:KLAC) Drops after Weak Forecast
            2y ago
            What am I Missing?
            Make informed decisions based on Top Analysts' activity
            Know what industry insiders are buying
            Get actionable alerts from top Wall Street Analysts
            Find out before anyone else which stock is going to shoot up
            Get powerful stock screeners & detailed portfolio analysis