KLAC Q3 deep dive: AI and advanced packaging drive growth, supply chain remains in focus

What happened: KLA Corporation (NASDAQ:KLAC) beat revenue expectations for calendar Q3 2026, with sales up 28.9% year on year to $4.14 billion, and guided next quarter above analyst estimates. Key numbers: Revenue $4.14 billion vs $4.04 billion estimated (2.3% beat). Adjusted EPS $1.22 vs $1.18 estimated. Why it matters: Management attributed the outperformance to AI infrastructure investment and advanced packaging, and cited supply chain investments as positioning KLA for sequential growth over the next several quarters. Market: -3.0% today ($153.11), +20.4% YTD, 1.5x vol — as of 09:30 UTC

KLA Corporation (NASDAQ:KLAC) beat revenue expectations for calendar Q3 2026, with sales up 28.9% year on year to $4.14 billion, and guided next quarter above analyst estimates.

Management attributed the outperformance to AI infrastructure investment and advanced packaging, and cited supply chain investments as positioning KLA for sequential growth over the next several quarters. Market: -3.0% today ($153.11), +20.4% YTD, 1.5x vol — as of 09:30 UTC