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KLA Corporation (KLAC) Q3 2026 Earnings Call Transcript

1 Mins read

Q3: 2026-04-29 Earnings Summary

EPS of $9.40 beats by $0.23

 | Revenue of $3.42B (11.49% Y/Y) beats by $36.81M

KLA Corporation (KLAC) Q3 2026 Earnings Call April 29, 2026 5:00 PM EDT

Company Participants

Kevin Kessel – Vice President of Investor Relations
Richard Wallace – President, CEO & Executive Director
Bren Higgins – Executive VP & CFO

Conference Call Participants

Christopher Muse – Cantor Fitzgerald & Co., Research Division
Stacy Rasgon – Bernstein Institutional Services LLC, Research Division
Harlan Sur – JPMorgan Chase & Co, Research Division
Sreekrishnan Sankarnarayanan – TD Cowen, Research Division
Joseph Quatrochi – Wells Fargo Securities, LLC, Research Division
Timothy Arcuri – UBS Investment Bank, Research Division
James Schneider – Goldman Sachs Group, Inc., Research Division
Yu Shi – Needham & Company, LLC, Research Division
Srinivas Pajjuri – RBC Capital Markets, Research Division
Shane Brett – Morgan Stanley, Research Division
Edward Yang – Oppenheimer & Co. Inc., Research Division
Christopher Caso – Wolfe Research, LLC

Presentation

Operator

Good afternoon. My name is Leo, and I will be your conference operator today. At this time, I would like to welcome everyone to the KLA Corporation March Quarter 2026 Earnings Conference Call. [Operator Instructions]

I will now turn the call over to Kevin Kessel, Vice President of Investor Relations and Market Analytics. Please go ahead.

Kevin Kessel
Vice President of Investor Relations

Welcome to the March 2026 quarterly earnings call for KLA. I’m joined by our CEO, Rick Wallace; and CFO, Bren Higgins. We will discuss today’s results as well as our outlook, which we released after the market closed and is available on our website along with supplemental materials.

We are presenting today’s discussion and metrics on a non-GAAP financial basis unless otherwise specified. We will not reference fiscal years in our discussion, all full year references we make refer to calendar years.

The earnings material contain a detailed reconciliation of GAAP to non-GAAP results. KLA’s IR website also contains future events presentations, corporate governance information and links to

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