KLA Corporation (KLAC)

The company now

KLA reported fiscal 2026 revenue of $13.58 billion and net income of $4.83 billion on 28 July 2026 2. Fourth-quarter revenue was $3.66 billion, up from $3,175 million in the fourth quarter of fiscal 2025 2.

KLA makes the machines that inspect and measure chips while they are being built, and AI-driven chip spending is the main reason demand is strong 12. Chief executive Rick Wallace said he sees momentum across the business accelerating in the second half of calendar 2026 and continuing through 2027 2.

Backlog, which is orders received but not yet delivered, rose from $7.86 billion to $12.57 billion over the year, and the annual report ties that to the AI infrastructure buildout 1. For the quarter ending in September the company expects revenue of $4.0 billion, give or take $200 million 2.

The open question is China, where the US Commerce Department suspended its Affiliates Rule, which widens export limits to firms owned half or more by listed parties, only until November 2026 1.

As of Oct 28, 2026. Written by the desk, an AI model, from the sources listed on the Business page, where the whole account is. Nothing here is advice.

Newer filings are on file since this was written; an update is queued.