KLAC
KLA·NASDAQ
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KLAC fundamentals
KLA (KLAC) released its earnings on Oct 29, 2025: revenue was 3.21B (YoY +13.03%), beat estimates; EPS was 8.81 (YoY +20.19%), beat estimates.
Revenue / YoY
3.21B
+13.03%
EPS / YoY
8.81
+20.19%
Report date
Oct 29, 2025
KLAC Earnings Call Summary for Q1,2026
- Revenue Growth: Q1 2026 revenue up 15% YoY to $3.21B, driven by AI and advanced packaging.
- EPS Performance: Non-GAAP EPS of $8.81, GAAP EPS of $8.47, both beating expectations.
- Advanced Packaging: 2025 revenue to reach $925M (+70% YoY), with $11B market growing faster than WFE.
- Service Strength: Service revenue up 16% YoY to $745M, underpinning resilience.
- China Impact: 2026 revenue loss of $300-350M due to export controls, China share to mid-20s.
- 2026 Outlook: First half flat/modestly up, accelerating in H2, outperforming WFE growth.
- Margin Dynamics: 62% gross margin in Q1, long-term 40-50% operating margin leverage.
- DRAM Investment: HBM driving 50%+ YoY growth in DRAM process control spend.
- Tariff Mitigation: 50-100bps margin impact, operational adjustments underway.
EPS
Revenue
Revenue & Expenses
KLAC has released its 2026 Q1 earnings report, with revenue of 3.21B, reflecting a YoY change of 12.96%, and net profit of 1.12B, showing a YoY change of 18.52%. The Sankey diagram below clearly presents KLAC's revenue sources and cost distribution.
Key Indicators
KLA (KLAC) key financial stats and ratios, covering profitability, financial health, and leverage.
KLA (KLAC)'s revenue and profit trends over recent years, visualized with a waterfall chart to showcase the revenue-to-profit funnel.
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KLA (KLAC)'s asset and liability trends over recent years, visualized with a waterfall chart to illustrate changes in its asset-liability structure.
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KLA (KLAC)'s cash flow trends over recent years, visualized with a waterfall chart to illustrate changes in its operating, investing, and financing cash flows.
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Where does KLA (KLAC) generate its revenue? Explore its key revenue streams and top earning regions.
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Track KLA (KLAC) Dividend Yield, Payout Ratio & Sustainability Through Its Dividend History
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You can ask Aime
What were the key takeaways from KLA's earnings call?What is the revenue and EPS growth rate for KLA year over year?Did KLA beat or miss consensus estimates last quarter?What were the key takeaways from KLA’s earnings call?What is KLA's latest dividend and current dividend yield?What factors drove the changes in KLA's revenue and profit?What is KLA's gross profit margin?What does KLA do and what are its main business segments?
