KLA guides December-quarter revenue to $4.7B; Fortinet billings up 29% as eBay and Chipotle also report
Four more S&P 500 companies reported after Wednesday's close: KLA beat and guided higher, Fortinet's billings jumped, eBay's GMV rose 15% and Chipotle's margins narrowed.
Besides Microsoft and Alphabet, four other S&P 500 companies reported after the bell on Wednesday.
| Company | Results | Outlook |
|---|---|---|
| KLA (KLAC) FQ1 | Revenue $4.14B (about +29%); non-GAAP EPS $1.22 | FQ2 revenue $4.7B ± $0.2B; non-GAAP EPS $1.44 ± $0.11 |
| Fortinet (FTNT) Q3 | Revenue $2.08B (+20%); billings $2.34B (+29%); non-GAAP EPS $0.91 | 2026 revenue $8.125B-8.215B |
| eBay (EBAY) Q3 | Revenue $3.21B (+14%); GMV $23.2B (+15%); non-GAAP EPS $1.51 | Q4 revenue $3.19B-3.24B |
| Chipotle (CMG) Q3 | Revenue $3.3B (+9.6%); comparable sales +2.1%; EPS $0.27 | Low-single-digit comparable sales growth in 2026 |
KLA: both the quarter and the December-quarter guidance topped the estimates Investing.com compiled ($4.04 billion revenue and $1.18 EPS for the quarter; $4.49 billion for the guide). Per-share figures reflect the 10-for-1 split in June. It returned $1.24 billion to shareholders.
Fortinet: product revenue rose 37%, a sign of a firewall refresh cycle, and the company added $1.2 billion to its buyback authorization.
eBay and Chipotle: eBay’s GMV grew 15% and it bought back $689 million of stock. Chipotle’s transactions rose 0.8%, a third straight positive quarter, but its restaurant-level margin fell to 23.3% from 24.5% as labor costs rose.
Why it matters: KLA’s guidance is the second strong chip-equipment signal of the week after SK Hynix’s record quarter, and it supports the memory and equipment rally that lifted Micron 5.86% today. WMR data: chip relative strength is tracked on /en/markets/semis/.
Next: the regular-session reactions on Thursday, and Intel and Sandisk’s results Thursday evening.
→ Microsoft Rises and Alphabet Slides After Hours as AI Spending Splits the Verdict
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