KLA Corporation announced Q4 revenue of $3.66 billion, a year-over-year increase of 15.21%, with non-GAAP EPS of $1.05 exceeding expectations; at the same time, it raised its 2026 advanced packaging system revenue guidance by over 70% to approximately $1.1 billion.
KLA Corporation (NASDAQ:KLAC) reported fourth-quarter revenue of $3.66 billion, a 15.21% year-over-year increase, and non-GAAP EPS of $1.05, exceeding market expectations for the fifth consecutive quarter. Management raised its 2026 wafer fab equipment market outlook to the low end of the $150 billion range and increased its advanced packaging systems revenue guidance by over 70% to approximately $1.1 billion. The company also announced a new $7 billion stock repurchase authorization and returned $876.33 million to shareholders in the fourth quarter. Despite strong performance and raised guidance, KLA's stock price has fallen 14.2% over the past month and is currently nearly 40% below its 52-week high.
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