KLA Corporation (KLAC)

KLA Corporation topped estimates on both the top and bottom line in the fourth fiscal quarter of 2026, reported July 28, as revenue rose about 15% year over year to roughly $3.7 billion, with that top line edging the roughly $3.6 billion consensus by 1.4%, while EPS of $1.05 topped the $1.00 estimate by 5%. Operating income reached about $1.6 billion, with operating margin near 43% and gross margin about 61%, and net income climbed about 13% from a year earlier to roughly $1.4 billion. Operating cash flow came in at about $906 million, while KLA repurchased about $571 million of stock and paid about $305 million in dividends. Consensus for the next period calls for EPS of $1.17 on revenue of $4.04 billion.