KLA Corporation: EPS $1.22 vs $1.19 expected; revenue $4.14B vs $4.04B
Key Facts
Q1 FY2027 results
| Metric | Actual | Estimate | Surprise | Year ago |
|---|---|---|---|---|
| EPS (USD) | 1.22 | 1.19 | +2.5% | 8.81 |
| Revenue (USD bn) | 4.14 | 4.04 | +2.3% | 3.21 |
Recent reports: actual vs estimate
| Reported | Period | EPS (USD) | Estimate | Surprise | Revenue (USD bn) | Estimate | Surprise |
|---|---|---|---|---|---|---|---|
| Oct 28, 2026 | Q1 FY2027 | 1.22 | 1.19 | +2.5% | 4.14 | 4.04 | +2.3% |
| Jul 28, 2026 | Q4 FY2026 | 1.05 | 1.00 | +5.0% | 3.66 | 3.61 | +1.4% |
| Apr 29, 2026 | Q3 FY2026 | 9.40 | 9.17 | +2.5% | 3.42 | 3.37 | +1.2% |
| Jan 29, 2026 | Q2 FY2026 | 8.85 | 8.79 | +0.7% | 3.30 | 3.25 | +1.5% |
| Oct 29, 2025 | Q1 FY2026 | 8.81 | 8.63 | +2.1% | 3.21 | 3.17 | +1.2% |
| Jul 31, 2025 | Q4 FY2025 | 9.38 | 8.56 | +9.6% | 3.17 | 3.08 | +3.1% |
| Apr 30, 2025 | Q3 FY2025 | 8.41 | 8.09 | +4.0% | 3.06 | 3.01 | +1.8% |
| Jan 30, 2025 | Q2 FY2025 | 8.20 | 7.75 | +5.8% | — | — | — |
Source: Figures from the EL7 database. Estimates are the analyst consensus carried by our data vendor (FMP), not official figures.
KLA Corporation results: EPS $1.22 vs $1.19 expected; revenue $4.14B vs $4.04B. The results cover the company's Q1 FY2027. EPS came in above analysts' estimate by 2.5%; revenue above the estimate by 2.3%.
Revenue was up 28.9% from $3.21 billion a year earlier (Q1 FY2026). EPS was down 86.2% from $8.81 a year earlier. On its record, EPS topped analysts' estimates in 7 of 7 earlier comparable reports.
What the results mean
KLA Corporation’s business centers on helping semiconductor manufacturers detect defects, control production processes and improve manufacturing yield. Revenue growth provides context for the expansion of its activity, but the available material does not identify the products or applications responsible for that growth.
The company’s business drivers are tied to manufacturers’ need for precise inspection, measurement and materials quality analysis. Equipment works alongside software for process monitoring, defect classification and process correction, extending KLA Corporation’s role across manufacturing stages. Its activities also include wafer processing solutions and refurbished equipment, allowing it to serve varied manufacturing needs.
What to watch on the earnings call: Investors should listen for management’s explanation of demand for inspection and metrology systems, and the contribution of software and wafer processing solutions to the business. Commentary on how product mix and customers’ process control and yield improvement needs affect margins and spending would also be useful.
For the full analysis of KLA Corporation stock — valuation, scores and financial statements — see the stock page linked with this story.