Share KLA rises as revenue tops expectations and December sales outlook strengthens
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Earnings results
KLA CorporationKLAC · Semiconductor Equipment & Materials
KLAC · October 28, 2026After close · Since the same-day regular close
+2.73%Session snapshot

KLA rises as revenue tops expectations and December sales outlook strengthens

Earnings results

  • EPS comparison not verified

    Actual: $1.22 (adjusted)

  • Revenue beat +2.4%

    Actual: $4.13602B · Cons.: $4.04B (Total reported revenue)

  • Guidance

    Issued December-quarter revenue outlook of $4.5–$4.9 billion and adjusted EPS of $1.33–$1.55.

By Stocks To Buy Now AI ResearchPublished

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Street view of the KLA office in Ann Arbor Township, Michigan
KLA’s office in Ann Arbor Township, Michigan, photographed in May 2025. Photo: DontCallMeLateForDinner / Wikimedia Commons · CC BY-SA 4.0 · Wikimedia-supplied thumbnail; displayed with a responsive crop.
THE CATALYST

Earnings and the stock move

KLA’s September-quarter revenue exceeded expectations, while its new December-quarter sales outlook points to sequential growth. The results support demand for chip inspection, but shipment execution and customer investment plans remain the next investor tests.

AT A GLANCE

Q1 FY2027 earnings recap

KLA rose 2.73% to $163.1 after hours on October 28, 2026 after stronger quarterly revenue and an outlook for higher December-quarter sales.

  • KLA sells inspection tools and services that help chipmakers find defects. More complex chips and advanced packaging increase the need for these checks.
  • Fiscal first-quarter revenue rose 28.9% to $4.14 billion, about 2.4% above the $4.04 billion expected.
  • Adjusted EPS, or profit per share, rose to $1.22 from $0.88 a year earlier. Reported GAAP EPS was $1.18.
  • The December-quarter outlook calls for $4.5–$4.9 billion of revenue and adjusted EPS of $1.33–$1.55. These are forecasts, not completed sales or profit.
  • Free cash flow, the cash left after capital spending, reached $1.34 billion. KLA returned $1.24 billion through dividends and share buybacks.
  • AI-related chip investment supports demand, but export restrictions and changes in customer spending remain risks. The next test is converting that demand into shipments and cash.

The earnings reaction tests the $162–$165 trading area. Holding above it would strengthen the rebound; losing October lows near $145–$147 would weaken it.

THE VISUAL RESEARCH

Financials and technicals

Charts through Oct 28, 2026. The session move above may reflect later news.

Financials
Technicals
WHAT TO WATCH

Technical setup and risks

October 28 regular-session charts show a rebound to $158.77 while still below the 20-day and 50-day averages. The after-close earnings reaction tests $162–$165; a sustained close above that area strengthens recovery. A close below the October $145–$147 low area weakens it.

After-hours move is measured versus the same-day regular close AI-assisted research with source and calculation checks. Prices may be delayed. Technical charts use the stated completed session, which can precede the quoted intraday move. Educational information; investing involves risk.

EXPLORE COMPANY RESEARCH

KLA: the full stock picture

Earnings history, financials, price action and peer comparisons — all below.
Open KLAC stock page ↗

EXPLORE THE COMPANY

KLA (KLAC)

Explore earnings, price action, financials and industry comparisons.

Symbol
KLAC
Sector
Technology
Industry
Semiconductor Equipment & Materials
Instrument type
EQUITY

Profile information from our saved company catalog. This is not a live quote or confirmation of current listing status.

EARNINGS & COMPANY RESEARCH

KLAC earnings, valuation & price action

View in calendar ↗
NEXT EXPECTED REPORTOct 28 2026After close · ET
EPS ESTIMATE1.19
REVENUE ESTIMATE4.04B

Expected dates may change. Estimates use the source’s reporting currency. Quotes and research are snapshots, not live prices.

COMPANY RESEARCH · Technology

KLA Corporation KLAC

Semiconductors · Updated 10/27/2026

Adjusted closing price · USD149.21 Oct 26
81156232307Oct 23Apr 27Oct 26
Price50-day average200-day average+29.4% in view
VALUATION & EXPECTATIONS
Trailing P/E45.2×
Forward P/E27.0×
Trailing P/S16.0×
Forward P/S11.9×
EPS beat rate100%
Revenue beat rate100%
Positive window13%

EPS beats: 8 of 8 comparable reports. Positive price windows: 1 of 8.

Market caps may be up to 14 days old; prices up to seven days old; ratios and analyst estimates up to fourteen days old. Forward multiples use consensus for the fiscal year ending 2027-06-30, not the next 12 months. Negative or unavailable earnings multiples show “N/A”. Forward ADR multiples are omitted when the currency/share basis is not reconciled.

50-day average181.34
200-day average181.46
RSI (14)28
20-day range145.61 – 206.89
Relative volume1.1×
1-year change+29.4%
Last eight reported earnings for KLAC
Report dateEPS estimateEPS actualSurpriseResultRevenue actualPrice window*5 sessions*
Jul 28 20261.001.05+5.0%Beat3.66B-16.3%-3.9%
Apr 29 20260.920.94+2.5%Beat3.42B-3.2%+0.4%
Jan 29 20260.880.89+1.1%Beat3.3B-12.3%-18.2%
Oct 29 20250.860.88+2.3%Beat3.21B+0.7%+1.8%
Jul 31 20250.850.94+10.6%Beat3.17B-4.2%-1.4%
Apr 30 20250.810.84+3.7%Beat3.06B-1.7%+0.9%
Jan 31 20250.770.82+6.5%Beat3.08B-0.3%+0.7%
Oct 30 20240.700.73+4.1%Beat2.84B-4.3%-3.8%

*Adjusted close before the report date to the first (or fifth) trading close after it. This window can span two sessions and is not an isolated earnings-day return. Figures may be revised by the provider.

More KLAC research Data,

KLAC earnings previews and market catalysts

October 28, 2026: Microsoft and Alphabet earnings put paid AI adoption to the test
2026-10-28 · Microsoft and Alphabet lead the evening earnings watch. ServiceNow’s new Google Cloud integrations add a concrete test of paid AI adoption, while KLA, T-Mobile, Fortinet, Equinix and O’Reilly face distinct demand and margin questions.

October 28, 2026 earnings watch: Microsoft, Alphabet and the return on AI spending
2026-10-28 · Microsoft and Alphabet lead the after-close earnings watch. Focus on cloud growth, AI spending and cash flow, alongside subscription demand, chip investment, wireless customers and auto-parts sales.

All upcoming earnings catalysts →

02 / FINANCIALS

KLA financials

Revenue, earnings, cash flow and financial strength in one view.

Reporting currency unconfirmed.

Revenue
Net income
Gross profit
Operating income
EBITDA
Operating cash flow
Capital expenditure
Cash
Total assets
Total liabilities
Shareholder equity
Total debt
Net profit margin
Gross margin
Short interest: days to cover
How to read these financial metrics

Figures use the app’s saved statements for the displayed period, not a trailing-year total. Margins divide profit by revenue; quick ratio uses current assets less inventory divided by current liabilities. Compare dates and currencies before comparing companies.

03 / WHAT COMES NEXT

KLA event catalysts

Company earnings and scheduled market events that may change expectations.

2026-10-28

KLAC earnings

Watch reported results, management’s outlook and the share-price reaction.

See earnings expectations ↑
2026-10-282:00 PM ET

FOMC rate decision

Watch the statement and rate outlook; the first market reaction can reverse during the press conference.

Release schedule ↗Scheduled
2026-10-282:30 PM ET

Fed chair press conference

Listen for changes in the outlook for inflation, employment and future policy.

Release schedule ↗Scheduled
2026-10-298:30 AM ET

Initial jobless claims

Use the multiweek trend to distinguish normal volatility from a sustained increase in layoffs.

Release schedule ↗Scheduled
2026-10-298:30 AM ET

PCE inflation & consumer spending

Compare core PCE and real spending with expectations to assess inflation alongside demand.

Release schedule ↗Scheduled
2026-10-298:30 AM ET

Q3 GDP · advance estimate

Separate consumer demand from inventory and trade effects; revisions can change the growth picture.

Release schedule ↗Scheduled
2026-10-308:30 AM ET

Employment Cost Index

Persistent compensation pressure can affect margins and the inflation outlook.

Release schedule ↗Scheduled
2026-10-30Market close

Russell indexes · rank day

A ranking checkpoint, not an announcement that a particular stock has been included.

Release schedule ↗Scheduled
2026-11-0210:00 AM ET

ISM manufacturing PMI

Watch new orders and prices paid for the balance between demand and inflation.

Release schedule ↗Scheduled

Dates use U.S. Eastern time and can change. Calendar events provide context; they do not determine the direction of a stock move.

04 / SIDE BY SIDE

Compare KLAC with its peers

Semiconductors · Compare valuation, financial strength and price performance.

Companies with valuation data3
Peer median positive P/E51.3×
KLAC P/E45.2×
KLAC peer comparison: valuation
CompanyPriceMarket capP/EForward P/EP/SForward P/S
KLACKLA2026-10-26 · USD149.21217.15B45.2×27.0×16.0×11.9×
ACLSAxcelis Technologies, Inc.
AMATApplied Materials, Inc.
ASMLASML Holding N.V.2026-10-20 · USD1,630.84662.06B54.8×16.5×
CAMTCamtek Ltd.
FORMFormFactor, Inc.
LRCXLam Research Corporation2026-10-23 · USD230.25347.22B47.9×24.2×14.9×9.9×
KLAC45.2×
ASML54.8×
LRCX47.9×

The peer median excludes the selected stock and is based on 2 available positive multiples. P/E median excludes negative or missing earnings multiples. Peer reports can have different fiscal periods and currencies; values are not currency-converted.

05 / PEER ANALYSIS

Explore KLAC alongside its peers

Semiconductor Equipment & Materials · 12 companies · Cached market data

Comparison

Compare companies

Tap a bubble to inspect a company, then × to hide it. Undo restores the last company hidden. Bubble area reflects market cap, with a minimum size for visibility.

Price / sales
14.4×163.77B15.3×347.66B16.1×531.55B17.0×715.44BASML · ASML N.V. - New York Re Market cap: 662.06B Price / sales: 16.5×LRCX · Lam Research Market cap: 347.22B Price / sales: 14.9×KLAC · KLA Corporation Market cap: 217.15B Price / sales: 16.0×Hide KLAC · Undo restores itMarket cap
KLACKLA Corporation

Market cap: 217.15B
Price / sales: 16.0×

Valuation snapshot: 2026-10-26
View research ↗
3 of 12 companies have both plotted values.

P/S distribution

Trailing price-to-sales multiples · 3 companies

Median P/S16.0×
Middle 50%15.5× to 16.2×
KLAC P/S16.0×
KLAC
13.5×17.3×

Tap a bar to see the companies in that P/S range. KLAC has a higher P/S than 33% of this group.

9 companies excluded from P/S statistics because sales are non-positive or the saved multiple is missing. Statistics include all valid positive values, including those outside the focused chart range.

Companies

Showing 8 of 12 matching companies · Largest market cap first

  • Market cap 662.06BP/E 54.8×P/S 16.5×Forward P/E Forward P/S Price snapshot: 2026-10-20
    ↗
  • Market cap 411.44BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗
  • Market cap 347.22BP/E 47.9×P/S 14.9×Forward P/E Forward P/S Price snapshot: 2026-10-23
    ↗
  • Market cap 217.15BP/E 45.2×P/S 16.0×Forward P/E Forward P/S Price snapshot: 2026-10-26
    ↗
  • Market cap 57.26BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗
  • Market cap 19.07BP/E P/S Forward P/E Forward P/S Catalog snapshot
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  • Market cap 13.36BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗
  • Market cap 12.63BP/E P/S Forward P/E Forward P/S Catalog snapshot
    ↗

Explore industries

Open an industry for its comparison, valuation and companies.

U.S.-listed companies from the app’s catalog. Medians use saved positive P/E values; coverage and snapshot dates vary.

How this comparison works

Uses the saved companies from the same industry and listing market, including KLAC, ordered by cached market cap. Company snapshots can have different dates; the web cache may cover fewer metrics and periods than the app.

Periods end at each company’s dated price snapshot. Change compares the latest saved observation with one at or before the selected period’s start. A daily price change uses consecutive saved sessions. Financial data updates quarterly, so short periods may show no change. Missing history and zero starting values are excluded; a negative starting value uses its absolute value as the denominator.

Metrics use saved ratios and percentages. Market caps use the listing market’s reporting currency; underlying financial statements may use different currencies. Circle sizes have a minimum for touch visibility, and an outlined circle indicates a missing market cap. These comparisons describe data, not recommendations or price predictions.

Related research

Company research, movers, earnings and options results.

INDUSTRY COMPARISON

KLAC industry peers

Semiconductors · Oct 16, 2026 · Closing-price performance

Compare KLAC with 11 other stocks in the available heatmap coverage.

TXNTexas Instruments Incorporated-0.95%NVDANVIDIA Corporation-1.43%ADIAnalog Devices, Inc.-2.11%QCOMQUALCOMM Incorporated-3.53%AVGOBroadcom Inc.-4.52%AMATApplied Materials, Inc.-4.82%LRCXLam Research Corporation-4.87%KLACCurrent stockKLA Corporation-5.00%MRVLMarvell Technology, Inc.-5.56%MUMicron Technology, Inc.-5.63%INTCIntel Corp.-5.79%AMDAdvanced Micro Devices, Inc.-5.95%