How did KLAC's Q3 2025 EPS forecast compare to past trends?

KLA's Q3 2025 EPS forecast of $7.45 to $8.65 reflects a company that is expected to maintain its strong profitability trend. Several key points support this assertion:

1. **Consistency with Guidance**: KLA's EPS for Q3 2025 is in line with the company's guidance, which is reassuring as it indicates KLA is performing in line with its own expectations.
2. **Above Analyst Estimates**: The EPS forecast exceeds the consensus estimate of $7.47. This suggests that analysts may have been slightly conservative in their predictions, and KLA's actual performance could be even better than anticipated.
3. **Historical Performance**: KLA has a track record of surpassing EPS expectations. For instance, in Q2 2025, the company reported an EPS of $8.20, which beat the estimate by $0.44. This trend of outperforming estimates is a positive indicator for Q3 2025.

|code|Ticker|Name|Date|Diluted EPS|market_code|
|---|---|---|---|---|---|
|KLAC|KLAC.O|KLA|2024 Q1|5.41|185|
|KLAC|KLAC.O|KLA|2024 Q2|4.28|185|
|KLAC|KLAC.O|KLA|2024 Q3|4.43|185|
|KLAC|KLAC.O|KLA|2025 Q1|7.01|185|
|KLAC|KLAC.O|KLA|2025 Q2|6.16|185|

4. **Growth Focus**: KLA's focus on AI and high-performance computing investments is likely to contribute to continued growth and strong EPS performance. These investments align with market trends, supporting KLA's trajectory for steady improvement.

In conclusion, KLA's Q3 2025 EPS forecast is consistent with past trends of outperformance, and the company's strategic focus on high-growth areas positions it well for continued strength in earnings.