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How KLA Corporation (KLAC) makes money: Q4 FY2026 revenue breakdown
US GAAP · $M · vs Q4 FY2025 · quarter ended 06/30/2026 (fiscal year is shifted) · reported 07/28/2026
KLA Corporation is an American company based in Milpitas, California that makes wafer fab equipment. · Wikipedia
More about the company
It supplies process control and yield management systems for the semiconductor industry and other related nanoelectronics industries. The company's products and services are intended for all phases of wafer, reticle, integrated circuit (IC) and packaging production, from research and development to final volume manufacturing.
Key growth driver: Semiconductor Process Control — the fastest-growing revenue line: $3,257, +13% y/y. · by the Q4 FY2026 report
How does KLA make money?
KLA brought in $3.66 billion of revenue in Q4 FY2026, up 15.2% year over year. The largest source was Semiconductor Process Control: $3.26 billion, or 89% of the total, followed by PCB and Component Inspection ($241M, 7%) and Specialty Semiconductor Process ($160M, 4%). Net income for the quarter was $1.36 billion, up 13.3% year over year.
Revenue by source, Q4 FY2026
- Semiconductor Process Control$3.26B · 89% · +13.2%
- PCB and Component Inspection$241M · 7% · +56.4%
- Specialty Semiconductor Process$160M · 4% · +12.6%
Shares of $3.66B total revenue; changes are year over year, as reported. ≈ marks lines derived from disclosed totals. The same flows are drawn in the Sankey chart below.
When is KLAC’s next earnings date?
Wednesday, November 4, 2026estimated
KLA Corporation (KLAC) has not confirmed the date yet; Nov 4, 2026 is an estimate based on the company's past reporting schedule and may move once the date is announced. Consensus EPS forecast: $1.18 (8 analysts), vs $0.88 in the same quarter last year.
What time does KLAC report? Usually after market close: the last 4 results releases reached the SEC at 4:08 pm, 4:06 pm, 4:06 pm, 4:11 pm ET.
Last report: Jul 28, 2026 (Q4 FY2026) — broken down in the Sankey chart below. Dates and consensus: Nasdaq / Zacks Investment Research; companies do reschedule. Who else reports this week →
All figures in $M.
Revenue
$3,658
+15.2%
Gross profit
$2,245
+14.1%
61.4% margin
Operating income
$1,555
+14.9%
42.5% margin
Net income
$1,363
+13.3%
$1.04 diluted EPS
Verdict: a strong quarter for KLA, with revenue up 15% and net income up 13% y/y driven by robust Semiconductor Process Control demand tied to AI infrastructure buildout, while rising R&D and SG&A only modestly dented margin expansion.
OCF $906M; capex $89M; free cash flow $817M; dividends $305M; buybacks $571M; capital returns $876M; Q1 FY27 guidance: revenue $4.0B ±$200M, GAAP diluted EPS $1.14 ±$0.10.
Source and notation
* marks non-cash / ≈ estimated. Source: KLA Corporation press release / 10-Q (SEC EDGAR).
Open the chart as a PNG image ↗ · for sharing and presentations · free to reuse, CC BY 4.0
KLAC earnings history: past report dates
| Jul 28, 2026 Tue | 4:08 pmafter market close | Jun 30, 2026 | ≈$3.7B+15% y/y | ≈$1.03+14% y/y |
| Apr 29, 2026 Wed | 4:06 pmafter market close | Mar 31, 2026 | $3.4B+11% y/y | $0.91+11% y/y |
| Jan 29, 2026 Thu | 4:06 pmafter market close | Dec 31, 2025 | $3.3B+7% y/y | $0.87+40% y/y |
| Oct 29, 2025 Wed | 4:11 pmafter market close | Sep 30, 2025 | $3.2B+13% y/y | $0.85+21% y/y |
| Jul 31, 2025 Thu | 4:08 pmafter market close | Jun 30, 2025 | ≈$3.2B+24% y/y | ≈$0.90+45% y/y |
| Apr 30, 2025 Wed | 4:08 pmafter market close | Mar 31, 2025 | $3.1B+30% y/y | $0.82+86% y/y |
| Jan 30, 2025 Thu | 4:06 pmafter market close | Dec 31, 2024 | $3.1B+24% y/y | $0.62+44% y/y |
| Oct 30, 2024 Wed | 4:07 pmafter market close | Sep 30, 2024 | $2.8B+19% y/y | $0.70+30% y/y |
How we count
Report date and time — when the company filed its results press release with the SEC (Form 8-K, Item 2.02); the regular session runs 9:30 am – 4:00 pm ET. Revenue and diluted EPS — the company’s XBRL filings, EPS adjusted for stock splits; ≈ — fourth quarter derived as full year minus three quarters. Source: SEC EDGAR.
KLA Corporation: 5-year financials
| FY2026 | 13,580 | 4,831 | 3,767 | 1,058 |
| FY2025 | 12,156 | 4,062 | 3,747 | 905 |
| FY2024 | 9,812 | 2,762 | 3,031 | 773 |
| FY2023 | 10,496 | 3,387 | 3,328 | 733 |
| FY2022 | 9,212 | 3,322 | 3,005 | 639 |
$ millions, annual 10-K reports on SEC EDGAR (US GAAP); the company’s fiscal year doesn’t match the calendar year so years follow the company’s own labels.
How we calculate
Figures are the annual report lines as filed, no adjustments. Free cash flow is operating cash flow minus capital expenditures; dividends are cash paid to common shareholders during the year. “—” means the line isn’t in the filing.
Corporate governance
2/2good
How the company treats minority shareholders: 2 — well, 0 — systematically poorly.
More
- Aug 2026FY2026 10-K: a single class of common stock; a 10-for-1 stock split took effect on June 11, 2026; no material shareholder litigation disclosed. sec.gov ↗
- Jun 2026Diluted share count fell 15.1% over FY2021–FY2026 on buybacks of $1.3–4.0B a year; SBC is 2.3% of revenue. data.sec.gov ↗
Scoring: 2.0, no deductions: no shareholder suits or SEC cases in 10 years; the 2008 suit and 2007 SEC injunction (options backdating) are older than 15 years and not counted
- Share classes
- Single class — KLAC common stock on Nasdaq (cover of FY2026 10-K).
- Dilution
- Diluted share count over 5 years (FY2021→FY2026) −15.1% (XBRL, adjusted for the 10-for-1 split of June 11, 2026); SBC 2.3% of revenue — no deduction.
- Disclosure
- 10-Ks and 10-Qs filed on time; financials were restated in 2007 over options — accounted for under criterion 10.
- Dividends
- Dividend raised every year (FY2023 $5.20 pre-split = $0.52 post-split; FY2026 $0.80), one-time special dividend of $16.50 in 2015; buybacks of $1.3–4.0B a year — no policy violations.
- Lawsuits & regulators
- No material shareholder suits or SEC cases in the FY2026 10-K; the 2008 suit ($65M) and the 2007 SEC injunction are older than 15 years and not counted.
- Related parties
- The 2026 proxy lists only ordinary-course sales and purchases with companies where directors work (largest — Rapidus, $126.7M), with no material interest of related persons; no controlling shareholder.
How the score works · checked as of Sep 2026
KLA Corporation (KLAC) earnings: FAQ
How does KLA make money?
KLA brought in $3.66 billion of revenue in Q4 FY2026, up 15.2% year over year. The largest source was Semiconductor Process Control: $3.26 billion, or 89% of the total, followed by PCB and Component Inspection ($241M, 7%) and Specialty Semiconductor Process ($160M, 4%). Net income for the quarter was $1.36 billion, up 13.3% year over year.
When is KLAC's next earnings date?
KLA Corporation (KLAC) has not confirmed the date yet; Nov 4, 2026 is an estimate based on its past reporting schedule.
What time does KLAC report earnings?
KLA Corporation usually reports after market close: its latest results release was filed with the SEC at 4:08 pm ET on Jul 28, 2026.
When did KLAC last report earnings?
KLA Corporation reported Q4 FY2026 results on Jul 28, 2026.
What is the EPS estimate for KLAC's next earnings?
The consensus EPS forecast is $1.18 (8 analysts), vs $0.88 in the same quarter last year.
Where can I find KLA Corporation's financial statements?
On SEC EDGAR: quarterly reports (10-Q), the annual report (10-K) and earnings releases (8-K). The “Verified” badge next to the chart links to KLAC's filings; this page breaks the latest report down in a Sankey chart.
What was KLAC's net income in Q4 FY2026?
KLA Corporation reported net income of $1,363M for Q4 FY2026 (+13.3% year over year), under US GAAP.
Does KLA Corporation pay dividends?
Yes. In fiscal 2026, KLA Corporation paid $1,058M in dividends on its common stock, per its 10-K. Earlier years are in the five-year table above.
New to earnings reports? Start with how to read an earnings report.
How this page was made: the figures come from the company's own report on SEC EDGAR; the summary and nuances were drafted by our model from that report. Figures checked against the filing on 08/27/2026. How we make the breakdowns · Report an error
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