News/Earnings/Jan 29, 2026

KLA beats fiscal Q2 with $3.30B revenue and guides Q3 to $3.35B

KLA reported fiscal Q2 2026 revenue of $3.30 billion for the quarter ended December 31, 2025, above the midpoint of its $3.225 billion guidance range. Non-GAAP diluted EPS was $8.85 and GAAP diluted EPS $8.68. For the March quarter it guided revenue to $3.35 billion plus or minus $150 million and non-GAAP EPS to $9.08 plus or minus $0.78. Shares fell after the report as investors weighed China demand and a strong run-up into the print.

  • Revenue $3.30B vs a $3.225B guidance midpoint
  • Non-GAAP diluted EPS $8.85; GAAP diluted EPS $8.68
  • Semiconductor Process Control $3.00B; Specialty $140.6M; PCB and component inspection $152.2M
  • Q3 guidance: revenue $3.35B plus or minus $150M; non-GAAP EPS $9.08 plus or minus $0.78
  • Share repurchases of $547.8M in the quarter
Source
KLA Corporation (SEC 8-K Exhibit 99.1)
Jan 29, 2026
Read the original ↗

SEC filing 8-K · accession 0000319201-26-000006 · sec.gov ↗