KLA Corporation stock reports USD 3.66 billion June revenue

Published on 09/29/2026 at 07:51 | Editorial responsibility: Rafael Müller, Editor-in-Chief AD HOC NEWS

KLA Corporation stock is backed by USD 4.0 billion in September-quarter revenue guidance issued on July 28, 2026. Operating margin reached 43.7 percent in June.

Techniker in Schutzanzügen arbeiten an Halbleiter-Prüfmaschinen in blau beleuchtetem Reinraum — Fotorealistische Reinraumfertigung zeigt KLA Corporation ISIN US4824801009 mit Technikern an Halbleiter-Inspektionsmaschinen im Blaulicht, Illustration mit AI erstellt.

KLA Corporation (ISIN US4824801009) was trading at USD 189.21 on Nasdaq on September 28, 2026, with a 0.68 percent daily change. The semiconductor equipment maker's June-quarter revenue reached USD 3.66 billion, giving KLA Corporation stock a fundamental anchor as the company enters the second half of fiscal 2027.

June revenue rises 15 percent

According to Yahoo Finance on July 28, 2026, June-quarter revenue rose 15 percent year over year and 7 percent sequentially. GAAP diluted earnings per share were USD 1.04, while operating margin reached 43.7 percent and gross margin stood at 62.4 percent.

The cash profile also strengthened the results. KLA generated USD 906 million in operating cash flow and USD 817 million in free cash flow during the quarter, while returning USD 876 million to shareholders through buybacks and dividends.

AI demand lifts September guidance

KLA guided for September-quarter revenue of USD 4.0 billion, plus or minus USD 200 million, and GAAP diluted earnings per share of USD 1.14, plus or minus USD 0.10. The guidance compares with USD 3.66 billion in June-quarter revenue, implying a sequential midpoint increase of 9.37 percent.

Zacks reported on September 3, 2026, that KLA's June-quarter revenue beat consensus by 1.32 percent and non-GAAP earnings per share reached USD 1.05. The same report identified AI infrastructure investment, leading-edge foundry and logic demand, and rising process-control intensity as the main operating drivers.

Stock stays below yearly high

KLA's Nasdaq quote of USD 189.21 on September 28, 2026, sat within a 52-week range of USD 98.10 to USD 307.25. Market capitalization was USD 247.1 billion, and session volume was 8,697,251 shares.

The operating picture is strong but not risk-free. Yahoo Finance recorded management's comment that memory pricing and tariff costs remained headwinds, even as services revenue reached USD 820 million, up 17 percent year over year.

Valuation meets execution

For investors, the key comparison is between KLA's valuation and its execution: USD 3.66 billion in quarterly revenue, a 43.7 percent operating margin, and USD 817 million in free cash flow. The September guidance makes the next revenue checkpoint USD 4.0 billion, while the share price remains materially below the 52-week high.