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KLA Corporation announced financial and operating results for its first quarter of fiscal year 2026, which ended on Sept. 30, 2025, and reported GAAP net income of $1.12 billion and GAAP net income per diluted share of $8.47 on revenues of $3.21 billion.
"KLA produced a strong all-around September quarter performance above the guidance midpoints. These results reflect double-digit year-over-year revenue and EPS growth, and KLA is on pace for solid relative revenue growth compared to our industry in calendar 2025," said Rick Wallace, president and CEO of KLA Corporation. "The AI infrastructure buildout represents a profound change in high performance computing that will positively affect a wide range of industries over the coming years. KLA is in a unique position to benefit from this buildout with an industry-leading portfolio of solutions directly addressing the biggest challenges for AI compute in the leading-edge foundry/logic, memory, and advanced packaging markets."
Second Quarter Fiscal 2026 Guidance
The following details our guidance for the second quarter of fiscal 2026 ending in Dec.:
- Total revenues are expected to be in a range of $3.225 billion +/- $150 million
- GAAP gross margin is expected to be in a range of 60.8% +/- 1.0%
- Non-GAAP gross margin is expected to be in a range of 62.0% +/- 1.0%
- GAAP diluted EPS is expected to be in a range of $8.46 +/- $0.78
- Non-GAAP diluted EPS is expected to be in a range of $8.70 +/- $0.78
