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Sep 30, 2025
KLA Q1 2026 Earnings Report
KLA delivered strong Q1 2026 results, exceeding guidance midpoints with double-digit growth in revenue and earnings.
Key Takeaways
KLA reported revenue of $3.21B and GAAP net income of $1.12B in Q1 2026, supported by demand in AI-related infrastructure and solid execution across all segments.
Revenue by Segment
Revenue by Geographic Location
Forward Guidance
For Q2 FY26, KLA expects continued strength with revenue and EPS in line with Q1 levels, driven by demand in semiconductor markets.
Positive Outlook
- Revenue guidance midpoint at $3.225B
- Non-GAAP EPS guidance midpoint of $8.70
- Strong expected GAAP gross margin at ~60.8%
- AI infrastructure demand expected to remain high
- KLA well-positioned in advanced packaging and logic markets
Challenges Ahead
- EPS guidance range suggests potential slight decline vs. Q1
- Macro uncertainty may impact customer capex plans
- Ongoing geopolitical and regulatory risks, especially in China
- Foreign exchange fluctuations remain a risk
- Inventory increases could pressure margins if demand slows
Historical Earnings Impact
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Avg. Return Before/After Earnings
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