Revenue segments as reported by the company.

Product

Service

Revenue Segments

Gross Profit, Operating Income, and Net Income as a percentage of Revenue

Gross Margin

Operating Margin

Profit Margin

Margins

An operating expense is an expense a business incurs through its normal business operations. Often abbreviated as OPEX.

Research and development

Selling, general and administrative

Interest expense

Loss on extinguishment of debt

Other expense (income), net

Impairment of goodwill and purchased intangible assets

Operating Expenses

Year over year growth in Revenue and Operating Expenses.

Revenue Y/Y

OpEx Y/Y

Growth

Shares outstanding refer to a company's stock currently held by all its shareholders, including share blocks held by institutional investors and restricted shares owned by the company's officers and insiders.

Outstanding Shares

Market Cap

Also known as Price/Sales Ratio. Calculated using Average market cap for the quarter / Annualized quarterly revenue.

Revenue Multiple

KLA-Tencor

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, PCB, Display & Component Inspection, and Other. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded in April 1997 and is headquartered in Milpitas, CA.

Earnings data Q3 2021

Earnings data Q4 2021

Earnings data Q1 2022

Earnings data Q2 2022

Earnings data Q3 2022

Earnings data Q4 2022

Earnings data Q1 2023

Earnings data Q2 2023

Earnings data Q3 2023

Earnings data Q4 2023

Earnings data Q1 2024

Earnings data Q2 2024

Earnings data Q3 2024

Earnings data Q4 2024

Earnings data Q1 2025

Earnings data Q2 2025

KLA Corporation reports strong Q1 results amidst semiconductor industry challenges

KLA Corporation delivered strong financial performance, but faces challenges from WFE decline and potential revenue decline in the latter half of 2023. However, the company is well-positioned to capitalize on opportunities in the semiconductor industry and expects growth in its Service business.

KLA-Tencor posts record revenue in Q2 2023 amidst industry challenges

KLA-Tencor delivered a robust performance in Q2 2023, showcasing revenue growth, operational strength, and strategic positioning for future growth.
While facing challenges such as declining WFE demand and revenue impacts from China export restrictions, the company remains focused on cost management and market leadership.
Opportunities in China WFE, process control business, and technology transitions provide avenues for growth and resilience amidst industry shifts.

KLA-Tencor (KLAC) posts robust Q3 results amidst market challenges

KLA-Tencor (KLAC) delivered strong financial performance in Q3 2023, showcasing growth in revenue, services business, and cash flow. While facing challenges like declining WFE and rising expenses, the company remains focused on market share retention and innovation. Opportunities lie in expanding revenue streams and maintaining a competitive edge through product differentiation.

KLA Corporation surpasses Q4 revenue expectations, poised for growth

KLA Corporation's Q4 performance exceeded expectations, showcasing resilience and strength in revenue and earnings. Despite challenges in the industry outlook, the company remains focused on innovation and meeting customer needs. Opportunities lie in continued demand for leading-edge technologies and sustained business growth.

KLA Corporation surpasses Q1 expectations, eyes innovation for growth

KLA Corporation delivered strong financial performance in Q1 2024, with revenue and EPS exceeding expectations. The company's focus on innovation and investments in supply chain flexibility position it well for future growth opportunities. While facing customer uncertainty and potential OpEx uptick, KLA-Tencor remains confident in its market stability and growth prospects.

KLA Corporation reports Q2 revenue growth, eyes positive 2024 outlook

KLA-Tencor's Q2 2024 earnings call highlighted revenue growth, strong Service business performance, and challenges in leading-edge technology. Opportunities lie in WFE demand and Service business growth. The company remains focused on innovation and customer engagement.

KLA-Tencor beats Q3 revenue targets, poised for growth opportunities

KLA Corporation delivered strong performance in Q3 2024, exceeding revenue guidance and maintaining leadership in key markets. The company's focus on advanced packaging and services growth presents opportunities for revenue expansion.
While facing challenges in transitioning tools and market dynamics, KLA is well-positioned to capitalize on increasing customer demand for leading-edge technology. Investments in capacity and service support provide confidence in meeting future demand.

KLA-Tencor (KLAC) beats Q4 expectations, eyes AI-driven growth opportunities

KLA-Tencor (KLAC) delivered a strong Q4 performance, surpassing revenue and EPS expectations. The company's strategic focus on AI-driven technologies in wafer manufacturing and process control positions it well for growth in advanced packaging and memory markets. While challenges exist in a dynamic market environment, KLA's confidence in sustained growth and industry-leading performance reflects its strategic resilience and focus on innovation.

KLA-Tencor (KLAC) exceeds Q1 expectations, eyes growth amid challenges

KLA-Tencor (KLAC) reported strong Q1 2025 earnings, showcasing resilience and growth potential. Despite challenges like China exposure and export controls, the company's focus on technology investments and service business growth bode well for future performance.

Revenue

Cost of revenue

Gross profit

Operating expenses

SG&A

Other

Operating income

EBITDA

Net income

Earnings per share

Total assets

Current assets

Cash & equivalents

Receivables

Inventory

Non-current assets

Net PPE

Intangibles

Total liabilities

Current liabilities

Short term debt

Income tax payable

Non-current liabilities

Long-term debt

Total equity

Stockholders equity

Minority interest

Total liabilities & equity

Total debt

Net debt

Book value per share

Cash from operations

Funds from operations

Change in working capital

Cash from investing

Capital expenditure

Purchase/sale of investments

Purchase/sale of business

Other sources

Cash from financing

Change in stock

Change in debt

Cash dividends paid

Cash from other sources

Net change in cash

Free cash flow

KLA Corp. engages in the supply of process control and yield management solutions for the semiconductor and related nano-electronics industries. The company operates through the following segments: Semiconductor Process Control, Specialty Semiconductor Process, and PCB, Display and Component Inspection. The Semiconductor Process Control segment provides a comprehensive portfolio of inspection, metrology and data analytics products and related services. The Specialty Semiconductor Process segment develops and sells advanced vacuum deposition and etching process tools. The PCB, Display and Component Inspection segment enables electronic device manufacturers to inspect, test and measure PCBs, flat panel displays and ICs to verify their quality. Its products include manufactured chips, reticle, packaging, surface profilers, nanochemical testers, KT pro equipment, and compound semiconductors. The company was founded on July 9, 1975 and is headquartered in Milpitas, CA.

ASML Hld

Wafer Fab Equipment faces multiple tailwinds as semiconductor demand and complexity are bound to increase over the medium to long-term. Both, ASML's and KLA's, dominant market position and strategic advancements make it a compelling investment proposition in the semiconductor sector. While a multitude of risks remain, I rate KLA a "Strong Buy" and ASML a "Buy".

ASML And KLA: Which Equipment Specialist Is The Better Investment?

Cogent Communications Holdings

Evergy Inc

Innospec

Microchip Technology

Microsoft

Cohen & Steers Reit And Preferred Income Fund Inc

Rockwell Automation

Schwab US Dividend Equity ETF

Snap-on

Vanguard Real Estate ETF

Eight dividend contenders are increasing their dividends this week, with an average increase of 7.1% and a median of 4.4%. My strategy focuses on buying, holding, and adding to companies with consistent dividend growth and outperformance against benchmarks. The list is derived from merging U.S. Dividend Champions data with NASDAQ's upcoming dividend information, ensuring at least five years of dividend growth.

8 Upcoming Dividend Increases

Key Points The Federal Reserve lowered the federal funds rate last week to 4.50% to 4.75.

Red-Hot Semiconductor Capital Equipment Giant Is Raising Its Dividend by a Stunning 17.2%

Amazon

Newmont Mining

S&P Global

Uber

Amazon, KLA, Newmont, Uber Technologies and S&P Global are included in this Analyst Blog.

The Zacks Analyst Blog Amazon, KLA, Newmont, Uber Technologies and S&P Global

We have narrowed our search to five large-cap momentum stocks. These are: AMZN, NEM, KLAC, UBER, SPGI.

5 U.S. Corporate Behemoths to Buy as Short-Term Momentum Plays

MILPITAS, Calif. , Nov. 7, 2024 /PRNewswire/ -- The KLA Corporation (NASDAQ: KLAC) Board of Directors today declared a quarterly cash dividend of $1.70 per share on its common stock, payable on Dec. 3, 2024 to KLA shareholders of record as of the close of business on Nov. 18, 2024.

KLA Declares Regular Cash Dividend

KLA leverages cutting-edge semiconductor inspection tech, partnering with industry leaders like TSMC and Samsung. This positions them to capitalize on the growing demand for 2nm and 3nm chip manufacturing. Holding a 50% global market share in process control, KLA benefits from the surge in AI-driven GPU demand and significant investments by major foundries, driving revenue growth. With a 9% Q4'24 revenue increase, high profitability, substantial share buybacks, and an undervalued stock post sell-off, KLA is poised for a potential 10-20% upside.

KLA Corporation: Defect Inspection And Review Among Key Drivers To The Growing Industry

KLA (KLAC) might move higher on growing optimism about its earnings prospects, which is reflected by its upgrade to a Zacks Rank #2 (Buy).

KLA (KLAC) Upgraded to Buy: Here's What You Should Know

Evaluate KLA's (KLAC) reliance on international revenue to better understand the company's financial stability, growth prospects and potential stock price performance.

International Markets and KLA (KLAC): A Deep Dive for Investors

KLAC's first-quarter fiscal 2025 results reflect robust performance from the Semiconductor Process Control segment.

KLA Shares Rise on Q1 Earnings & Revenue Beat, Positive Q2 View

KLA Corporation (NASDAQ:KLAC ) Q3 2024 Earnings Conference Call October 30, 2024 5:00 PM ET Company Participants Kevin Kessel - VP, IR and Market Analytics Richard Wallace - CEO Bren Higgins - CFO Conference Call Participants Vivek Arya - Bank of America Harlan Sur - JPMorgan Joe Quatrochi - Wells Fargo C.J. Muse - Cantor Fitzgerald Tom O'Malley - Barclays Srini Pajjuri - Raymond James Krish Sankar - TD Cowen Joseph Moore - Morgan Stanley Charles Shi - Needham Atif Malik - Citi Timothy Arcuri - UBS Toshiya Hari - Goldman Sachs Chris Caso - Wolfe Research Blayne Curtis - Jefferies Operator Good afternoon everyone.

KLA Corporation (KLAC) Q3 2024 Earnings Call Transcript

While the top- and bottom-line numbers for KLA (KLAC) give a sense of how the business performed in the quarter ended September 2024, it could be worth looking at how some of its key metrics compare to Wall Street estimates and year-ago values.

Compared to Estimates, KLA (KLAC) Q1 Earnings: A Look at Key Metrics

KLA (KLAC) came out with quarterly earnings of $7.33 per share, beating the Zacks Consensus Estimate of $7.03 per share. This compares to earnings of $5.74 per share a year ago.

KLA (KLAC) Beats Q1 Earnings and Revenue Estimates

Chipmaking equipment supplier KLA Corp forecast second-quarter revenue above Wall Street estimates on Wednesday, betting on growing demand for chips to support artificial intelligence workloads.

KLA forecasts quarterly revenue above estimates as AI boosts demand for chipmaking tools

Total revenues were $2.84 billion, above the midpoint of the guidance range of $2.75 billion +/- $150 million; GAAP diluted EPS was $7.01 and non-GAAP diluted EPS was $7.33, both of which were near the upper end of the respective guidance ranges; Cash flow from operating activities for the quarter and last twelve months were $995.2 million and $3.42 billion, respectively, and free cash flow was $934.8 million and $3.15 billion, respectively; and Capital returns for the quarter and last twelve months were $765.5 million and $2.64 billion, respectively. MILPITAS, Calif.

KLA Corporation Reports Fiscal 2025 First Quarter Results

KLAC's fiscal first-quarter performance is likely to have benefited from the strong performance of its wafer inspection business.

Should You Buy, Sell or Hold KLA Stock Before Q1 Earnings?

Evaluate the expected performance of KLA (KLAC) for the quarter ended September 2024, looking beyond the conventional Wall Street top-and-bottom-line estimates and examining some of its key metrics for better insight.

Unveiling KLA (KLAC) Q1 Outlook: Wall Street Estimates for Key Metrics

KLA (KLAC) doesn't possess the right combination of the two key ingredients for a likely earnings beat in its upcoming report. Get prepared with the key expectations.

KLA (KLAC) Reports Next Week: Wall Street Expects Earnings Growth

The company is in the middle of a political storm concerning sales of high-performance chips and equipment across the Pacific Ocean.

Why KLA Stock Was Plummeting This Week

KLAC's shares are driven by strong demand for advanced wafer inspection, but competition and macro uncertainties pose challenges ahead.

KLA Surges 42% in a Year: How Should Investors Play the Stock?

Applied Materials

Lam Research

Shares of semiconductor equipment makers KLA (KLAC), Applied Materials (AMAT), and Lam Research (LRCX) posted the steepest losses in the S&P 500 on Tuesday as analysts raised concerns about near-term demand from China.

KLA and Lam Research Tumble Along With ASML as Analysts Worry About China Sales

New portfolio drives chip performance with panel-based interconnect innovation KLA is extending the capability of the proven Corus™ direct imaging platform and introducing the Serena™ direct imaging platform to support mainstream and advanced IC substrate lithography requirements New Lumina™ inspection and metrology systems further equip IC substrate (including glass core) and panel-based interposer makers to efficiently build advanced products with high quality and yield MILPITAS, Calif. , Oct. 15, 2024 /PRNewswire/ -- Today KLA Corporation (NASDAQ: KLAC) introduced the industry's widest breadth of process control and process-enabling solutions for IC substrate (ICS) manufacturing.

KLA Unveils Comprehensive IC Substrate Portfolio for a New Era of Advanced Semiconductor Packaging

Micron Technology

ASML's disappointing leaked results and guidance sent the sector into a tailspin. But is the bad news a harbinger of downcycling or an opportunity?

Why Semiconductor Stocks Micron, Applied Materials, and KLA Corporation Plunged Today

On September 30, 2024, Vanguard Group Inc, a prominent investment firm, expanded its portfolio by acquiring an additional 101,920 shares of KLA Corp (KLAC, Financial), a leader in the semiconductor industry. This transaction, executed at a price of $774.41 per share, increased Vanguard's total holdings in KLA Corp to 13,398,832 shares.

Vanguard Group Inc's Strategic Acquisition of KLA Corp Shares

The increasing complexity of the industry through HBM and N2 could benefit KLA Corporation and widen the moat. KLAC's robust balance sheet, with $4.5 billion in cash and manageable debt, ensures financial stability and high interest coverage. KLA's high ROIC of 29% versus a WACC of 8.46% demonstrates significant value creation, supported by ongoing share buyback programs and strong growth in the coming years.

News for KLA-Tencor Stock (KLAC)