KLA Corp [KLAC]
As of 2026-07-29 · framework v1.5.1 · Catalyst Criteria type: MEASURED
Rule observed: no catalyst date is fabricated. Where a date is not company-confirmed it is marked ESTIMATED with the basis for the estimate, and where it is unknown it is left absent. A fabricated catalyst date is worse than an absent calendar.
| Date | Event | Status | What it tests |
|---|---|---|---|
| ~Aug 2026 | FY2026 10-K filing | ESTIMATED — the FY2025 10-K was filed 2025-08-08; the FY2026 fiscal year ended 2026-06-30 | The single most important item. Contains the FY2026 RPO figure, which tests whether the $11.40bn → $9.83bn → $7.86bn run-off continued, and the FY2026 China revenue share |
| Reported | Q4 FY2026 results (quarter ended 2026-06-30) | ALREADY REPORTED — revenue $3,657.6m, 61.4% gross margin, 42.5% operating margin, net income $1,363.1m | Peak-margin confirmation; already in the TTM used here |
| ~late Oct 2026 | Q1 FY2027 results | ESTIMATED from the historical late-October cadence | First post-peak quarter; DSO and contract-liability direction |
| 2026-06-12 | 10-for-1 stock split | CONFIRMED, PAST (AV SPLITS) |
Already effective; the cause of the screen's share-count defect |
No Investor Day, product-launch or regulatory date is asserted for KLAC — none was confirmed from a company source inside this run. Absent rather than invented.
The Catalyst Criteria exists to date events that would move the implied path, not merely the price. For this name the implied path fails by 22.2pp, and the required revenue CAGR is 36.2%. The events that matter are therefore the ones that speak to backlog coverage and cycle position, not to the next quarter's revenue beat: