KLA Corporation posts Q4 FY26 revenue of $3.575B, guides toward $4B as AI chip demand accelerates

KLA Corporation just reported fourth-quarter fiscal year 2026 earnings that landed right on target, with revenue of approximately $3.575 billion and non-GAAP diluted EPS of roughly $9.87. The results, released after market close on July 28, cap a fiscal year defined by accelerating demand for semiconductor process control equipment. The numbers behind the momentum KLA’s Q4 performance represents a meaningful step up from earlier in the fiscal year. The company posted revenue of $3.21 billion in Q1 FY2026, then climbed to between $3.415 billion and $3.42 billion by Q3, with adjusted EPS of $9.40 that quarter. Full-year analyst estimates had projected adjusted EPS of $3.71, representing approximately 11% year-over-year growth. KLA’s tools are used in semiconductor inspection and metrology — if TSMC or Samsung is building a cutting-edge 2nm processor, KLA’s tools are the ones catching microscopic defects that would render an entire wafer useless. Shareholder returns tell the confidence story KLA raised its dividend to $2.30 per share, marking the 17th consecutive year of dividend increases. Alongside its Q3 earnings, the company also authorized a fresh $7 billion share repurchase prog...