$KLAC REPORTS Q4 FY26 AFTER TODAY'S CLOSE
→ Consensus is $3.60B in revenue and $1.00 in split-adjusted EPS.
→ $KLAC guided for $3.575B ± $200M in Q4 revenue and $9.87 ± $1.00 in non-GAAP EPS before the 10-for-1 split.
→ Q3 revenue was $3.415B, with $9.40 in non-GAAP EPS. Management put 2026 WFE above $140B.
Focus areas include Q1 FY27 guidance, China revenue and regulatory commentary, AI-driven process-control demand, non-GAAP gross margin and cash generation.