
KLA Corporation
NASDAQ•KLAC
CEO: Mr. Richard P. Wallace
Sector: Technology
Industry: Semiconductors
Listing Date: 1980-10-08
KLA Corporation, together with its subsidiaries, engages in the design, manufacture, and marketing of process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. It operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. The company offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; metrology systems that are used to measure pattern dimensions, film thickness, film stress, layer-to-layer alignment, pattern placement, surface topography, and electro-optical properties for wafers; chemical process control equipment; wired and wireless sensor wafers and reticles; wafer defect inspection, review, and metrology systems; reticle inspection and metrology systems; and semiconductor software solutions that provide run-time process control, defect excursion identification, process corrections, and defect classification to accelerate yield learning rates and reduce production risk. It also provides etch, plasma dicing, deposition, and other wafer processing technologies and solutions for the semiconductor and microelectronics industry. In addition, the company offers direct imaging, inspection, optical shaping, inkjet and additive printing, UV laser drilling, and computer-aided manufacturing and engineering solutions for the PCB market; inspection and electrical testing systems to identify and classify defects, as well as systems to repair defects for the display market; and inspection and metrology systems for quality control and yield improvement in advanced and traditional semiconductor packaging markets. The company was formerly known as KLA-Tencor Corporation and changed its name to KLA Corporation in July 2019. KLA Corporation was incorporated in 1975 and is headquartered in Milpitas, California.
Contact Information
Market Cap
$206.00B
P/E (TTM)
48.8
65
Dividend Yield
0.5%
52W High
$1.58K
52W Low
$551.33
52W Range
Rank13Top 2.2%
6.8
F-Score
Modified Piotroski Analysis
Based on 10-year fundamentals
Strong • 6.8 / 9 points
Scoring Range (0-9)
8-9: Excellent Value
6-7: Strong Fundamentals
4-5: Average Quality
0-3: Weak Performance
Data Period: 2016-2025
Financial Dashboard
Q1 2026 Data
Revenue
$3.21B+12.96%
4-Quarter Trend
EPS
$8.51+20.71%
4-Quarter Trend
FCF
$1.07B+14.00%
4-Quarter Trend
2026 Q1 Earnings Highlights
Key Highlights
Revenue Growth Strong Total revenues reached $3.210B, marking a 13% increase driven by product demand and AI buildout.
Gross Margin Expansion Gross margin improved to 61.3% compared to 59.6% in the prior year period, reflecting operational leverage.
Net Income Increased Substantially Net income grew to $1.121B for the quarter, up from $945.851M in the comparable period.
Strong Cash Position Total cash, cash equivalents, and marketable securities totaled $4.684B as of September 30, 2025.
Risk Factors
China Export Restrictions Evolving BIS rules and export controls on advanced computing items continue to restrict sales to China customers.
Supply Chain Vulnerability Reliance on single suppliers for proprietary IP components creates risk of production delays and cost increases.
Tax Legislation Uncertainty New OBBBA legislation modifies GILTI/FDII rules, potentially increasing the effective tax rate for fiscal 2026.
Geopolitical and Tariff Risks Geopolitical factors and trade restrictions may adversely impact operations, revenue recognition, and customer support.
Outlook
AI Driving Future Demand Expect continued growth fueled by AI infrastructure buildout, advanced packaging, and leading-edge node investments.
Capital Return Strategy Aggregate authorization of $4.47B remains available for ongoing common stock repurchases to mitigate dilution.
Sustained R&D Investment Committed to substantial, focused investments in R&D for new technologies to maintain competitive advantage.
Liquidity Coverage Confident Cash from operations and $1.50B RCF availability expected to cover liquidity needs for the next 12 months.
Peer Comparison
Revenue (TTM)
ACN$70.73B
INTC$53.44B
QCOM$44.28B
Gross Margin (Latest Quarter)
ADBE88.9%
PANW74.2%
KLAC61.3%
Key Metrics
Symbol | Market Cap | P/E (TTM) | ROE (TTM) | Debt to Assets |
|---|---|---|---|---|
| LRCX | $280.04B | 48.5 | 60.6% | 20.5% |
| AMAT | $260.51B | 37.1 | 36.1% | 19.4% |
| INTC | $224.00B | 1070.6 | 0.2% | 22.8% |
Long-Term Trends
Last 4 Quarters
Revenue
Net Income
Operating Cash Flow
4Q Revenue CAGR
1.4%
Moderate Growth
4Q Net Income CAGR
10.8%
Profitability Improving
Cash Flow Stability
100%
Strong Cash Flow
Research & Insights
Next earnings:Jan 29, 2026
EPS:$8.75
|Revenue:$3.25B
Reports
All Years
Form 10-Q - Q1 2026
Period End: Sep 30, 2025|Filed: Oct 31, 2025|Revenue: $3.21B+13.0%|EPS: $8.51+20.7%MeetForm 10-K - FY 2025
Period End: Jun 30, 2025|Filed: Aug 8, 2025|Revenue: $12.16B+23.9%|EPS: $30.53+49.6%BeatForm 10-Q - Q3 2025
Period End: Mar 31, 2025|Filed: May 1, 2025|Revenue: $3.06B+30.0%|EPS: $8.21+84.1%MeetForm 10-Q - Q2 2025
Period End: Dec 31, 2024|Filed: Jan 31, 2025|Revenue: $3.08B+23.7%|EPS: $6.18+43.7%MissForm 10-Q - Q1 2025
Period End: Sep 30, 2024|Filed: Oct 31, 2024|Revenue: $2.84B+18.5%|EPS: $7.05+29.8%MeetForm 10-K - FY 2024
Period End: Jun 30, 2024|Filed: Aug 5, 2024|Revenue: $9.81B-6.5%|EPS: $20.41-15.9%MissForm 10-Q - Q3 2024
Period End: Mar 31, 2024|Filed: Apr 26, 2024|Revenue: $2.36B-3.2%|EPS: $4.46-11.9%MissForm 10-Q - Q2 2024
Period End: Dec 31, 2023|Filed: Jan 26, 2024|Revenue: $2.49B-16.7%|EPS: $4.30-38.0%Miss