Filing Flows › KLA (KLAC) › Q4 FY26 › vs Q3 FY26
KLA (KLAC) Q4 FY26 vs Q3 FY26 (quarter over quarter)
KLA's revenue rose $242M (+7%) from $3.4B in Q3 FY26 to $3.7B in Q4 FY26. The biggest changes: Product +$197M (+7%); Service +$45.6M (+6%). Operating margin 42.4% against 41.5% (+0.9 pts).
KLA, Q4 FY26: revenue $3.7B (+15% year over year), operating margin 42.4%, net earnings $1.4B, operating cash flow $906M. The chart draws each line against Q3 FY26, the increases inside each band.
Margins
| Q4 FY26 | Q3 FY26 | Change | |
|---|---|---|---|
| Operating margin | 42.4% | 41.5% | +0.9 pts |
| Net margin | 37.3% | 35.2% | +2.1 pts |
Every line
| Line | Q4 FY26 | Q3 FY26 | Change | % |
|---|---|---|---|---|
| Wafer Inspection | $1.8B | $1.7B | $41.4M | +2% |
| Patterning | $728M | $615M | $113M | +18% |
| PCB and Component Inspection | $168M | $95.1M | $72.4M | +76% |
| Specialty Semiconductor Process | $137M | $144M | −$7.7M | -5% |
| Other | $23.9M | $46.2M | −$22.3M | -48% |
| Product | $2.8B | $2.6B | $197M | +7% |
| Service | $820M | $775M | $45.6M | +6% |
| Revenue | $3.7B | $3.4B | $242M | +7% |
| Operating profit | $1.5B | $1.4B | $133M | +9% |
| Costs & expenses | $2.1B | $2.0B | $110M | +5% |
| Pre-tax earnings | $1.5B | $1.4B | $133M | +9% |
| Net earnings | $1.4B | $1.2B | $162M | +13% |
| Income tax | $186M | $216M | −$29.4M | -14% |
| Depreciation & amortization | $98.6M | $99.1M | −$482K | -0.5% |
| Share-based compensation | $82.1M | $83.9M | −$1.8M | -2% |
| Working capital & other | $637M | $677M | −$39.2M | -6% |
| Operating cash flow | $906M | $707M | $199M | +28% |
Questions
How much did KLA's revenue grow quarter over quarter in Q4 FY26?
KLA's revenue rose $242M (+7%) from $3.4B in Q3 FY26 to $3.7B in Q4 FY26.
What drove KLA's revenue change in Q4 FY26?
Product +$197M (+7%); Service +$45.6M (+6%).