KLA
What matters nowUpdated 6 h ago
- KLA said on October 1 that it will publish first-quarter fiscal 2027 results after the close on Wednesday, October 28, 2026, with a webcast at 2 p.m. Pacific; it is the next scheduled earnings event 1.
- Shares fell roughly 10% premarket on July 29 after a cautious September-quarter outlook overshadowed a fiscal Q4 beat 2. The pooled 24/7 venue price for KLAC was $183.10 on October 13, down 3.1% from $189.00, and recent daily moves include -4.8% on October 6, +4.5% on September 29 and -5.6% on September 13.
- Fiscal Q4 2026 revenue was $3.66 billion, up 15% from a year earlier 3. Trailing-twelve-month revenue is $13.58 billion (up 11.7%), EPS $3.67 (up 20.3%), with a 61.3% gross margin, 35.6% net margin and 27.7% free-cash-flow margin; the stock trades at 49.8 times earnings, a 1.6% FCF yield and a $239.1 billion market cap.
- Insiders sold 386,605 shares worth $96.5 million over the last 180 days in 20 transactions and bought none.
- The US Affiliates Rule returns when its one-year suspension ends in November 2026, extending Entity List licensing to foreign entities at least 50% owned by listed parties; a law-firm alert says chip-equipment makers with China-based customers could face broader license checks, without quantifying any effect on KLA 4.
- Next: July guidance for the October quarter was $4.0 billion of revenue and $1.16 non-GAAP EPS 1. Polymarket odds for the October 2026 Fed meeting give 81.5% for no rate change and 17.5% for a 25 bp hike, and September CPI is due October 14 at 12:30 UTC.
KLA Investor Relations · Oct 1
Tradingpedia · Jul 29
SEC EDGAR · Jul 28
Parker Poe · Aug 31
KLA supplies process control and yield management equipment, software and services to the semiconductor and electronics industries. Its inspection and metrology tools check wafers, reticles and chips during manufacturing so chipmakers can find defects early and raise yields. Fiscal 2026 (ended June 30, 2026) revenue was $13.58 billion, of which Semiconductor Process Control made up about 90%. The company was formed as KLA-Tencor in 1997 by a merger; its predecessors began operating in 1975 and 1976.
How it makes money
KLA sells capital equipment that inspects and measures wafers and chips at each manufacturing step, mainly to foundries, logic and memory makers and packaging houses. Equipment revenue is lumpy and follows chipmakers' capital spending, so it is driven by wafer-fab and advanced-packaging build-outs. KLA Global Services sells maintenance, upgrades and spare parts on installed tools, which produced about 23% of fiscal 2026 revenue and gives steadier cash flow. Backlog was $12.57 billion at June 30, 2026, and international customers accounted for about 87% of revenue.
Last 12 monthsChart & venues →
Valuation & fundamentalsFull financials →
TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price. Quarterly statements →
Biggest businessesAll products & projects →
Semiconductor Process Control systems
Core franchise: $3.26B of revenue in Q4 FY2026, up about 6% from Q3, and a $12.57B backlog at June 30, 2026.
Specialty Semiconductor Process systems
Smaller business: $159.7M in Q4 FY2026, down about 3% from Q3, and $584.1M for the full year.
PCB and component inspection
Revenue of $241.1M in Q4 FY2026, up about 44% from Q3, and $750.4M for the full year.
KLA Global Services
Service revenue of $820.4M in Q4 FY2026, up about 6% from Q3, and about 23% of full-year FY2026 revenue.
Latest newsAll news →
KLA sets October 28 release for first-quarter fiscal 2027 results
On October 1, 2026 KLA announced that it will publish first-quarter fiscal 2027 results on Wednesday, October 28, 2026, after the market close, with a webcast call at 2 p.m.
US Affiliates Rule suspension ends in November, widening export-license checks
A law-firm alert dated August 31, 2026 says the Commerce Department's Affiliates Rule returns when its one-year suspension ends in November 2026.
KLA schedules webcasts at Citi and Goldman Sachs September tech conferences
On August 20, 2026 KLA said it would webcast its presentations at Citi's 2026 Global TMT Conference on Wednesday, September 9, at 9:30 a.m.
KLA declares $0.23 quarterly dividend payable September 1
KLA's board declared a quarterly cash dividend of $0.23 per share on August 6, 2026.
KLA urges holders to reject $285 mini-tender offer from Tutanota LLC
On August 5, 2026 KLA recommended that stockholders reject an unsolicited mini-tender offer from Tutanota LLC for up to 500,000 shares at $285.00 in cash.
KLA shares fall about 10% premarket after cautious September-quarter outlook
KLA shares fell roughly 10% in premarket trading on July 29, 2026, a day after a fiscal fourth-quarter beat.
Products & businesses
Semiconductor Process Control systems
Core franchise: $3.26B of revenue in Q4 FY2026, up about 6% from Q3, and a $12.57B backlog at June 30, 2026.
Specialty Semiconductor Process systems
Smaller business: $159.7M in Q4 FY2026, down about 3% from Q3, and $584.1M for the full year.
PCB and component inspection
Revenue of $241.1M in Q4 FY2026, up about 44% from Q3, and $750.4M for the full year.
KLA Global Services
Service revenue of $820.4M in Q4 FY2026, up about 6% from Q3, and about 23% of full-year FY2026 revenue.
Advanced packaging process control
KLA names advanced packaging as one of its main growth markets alongside foundry/logic, memory and services in the Q3 FY2026 release.
Segments
| Segment | Revenue | Share | |
|---|---|---|---|
| Semiconductor Process Control Inspection, metrology and yield-management systems used in wafer fabrication and advanced packaging. This is KLA's largest reportable segment. | $12.24B | 90.2% | |
| Specialty Semiconductor Process Process control systems for specialty semiconductor manufacturing. KLA reports it as its own segment alongside the two larger ones. | $584.1M | 4.3% | |
| PCB and Component Inspection Inspection systems for printed circuit boards and electronic components. | $750.4M | 5.5% |
Fiscal FY2026 · from the annual report
Valuation & fundamentals
TTM through 2026-06-30 from SEC filings (some quarters derived from annual and year-to-date figures). Ratios use our pooled 24/7 price.
Financial statements
| Metric | TTM | Q4 FY2026 2026-06-30 | Q3 FY2026 2026-03-31 | Q2 FY2026 2025-12-31 | Q1 FY2026 2025-09-30 | Q4 FY2025 2025-06-30 | Q3 FY2025 2025-03-31 | Q2 FY2025 2024-12-31 | Q1 FY2025 2024-09-30 |
|---|---|---|---|---|---|---|---|---|---|
| Revenue | $13.58B | $3.66Bd +15% | $3.42B +11% | $3.30B +7% | $3.21B +13% | $3.17Bd +24% | $3.06B +30% | $3.08B +24% | $2.84B +19% |
| Gross profit | $8.32B | $2.24Bd +14% | $2.09Bd +11% | $2.03Bd +9% | $1.97Bd +16% | $1.97Bd +26% | $1.89Bd +38% | $1.86Bd +23% | $1.69Bd +17% |
| Net income | $4.83B | $1.36Bd +13% | $1.20B +10% | $1.15B +39% | $1.12B +19% | $1.20Bd +44% | $1.09B +81% | $824.5M +42% | $945.9M +28% |
| EPS (diluted) | $3.67 | $-22.60d | $9.12 +12% | $8.68 +41% | $8.47 +21% | $-18.28d | $8.16 +84% | $6.16 +44% | $7.01 +30% |
| Operating cash flow | $4.14B | $906.4Md -22% | $707.5Md -34% | $1.37Bd +61% | $1.16B +17% | $1.16Bd +31% | $1.07Bd +18% | $849.5Md +37% | $995.2M +13% |
| Capital expenditure | $375.9M | $89.3Md -11% | $85.2Md +4% | $105.6Md +14% | $95.9M +59% | $100.4Md +65% | $82.1Md +14% | $92.3Md +20% | $60.4M -11% |
| Share buybacks | $2.29B | $571.0Md +34% | $626.0Md +24% | $547.8Md -16% | $545.1M -4% | $425.7Md -9% | $506.7Md +36% | $650.1Md +48% | $567.4M +25% |
| Cash & equivalents | $1.65B | $1.65B | $1.79B | $2.45B | $1.95B | $2.08B | $1.86B | $1.84B | $1.98B |
| Total debt | $5.89B | $5.89B | $5.89B | $5.89B | $5.89B | $5.88B | $5.88B | $5.88B | $5.88B |
| Shares outstanding | 1.31B | 1.31B | 130.6M | 131.1M | 131.4M | 1.32B | 132.2M | 132.9M | 133.8M |
| Metric | FY2026 2026-06-30 | FY2025 2025-06-30 | FY2024 2024-06-30 | FY2023 2023-06-30 | FY2022 2022-06-30 |
|---|---|---|---|---|---|
| Revenue | $13.58B +12% | $12.16B +24% | $9.81B -7% | $10.50B +14% | $9.21B |
| Cost of revenue | $5.26B +11% | $4.75B +21% | $3.93B -7% | $4.22B +17% | $3.59B |
| Gross profit | $8.32Bd +12% | $7.40Bd +26% | $5.88Bd -6% | $6.28Bd +12% | $5.62Bd |
| Research & development | $1.53B +13% | $1.36B +6% | $1.28B -1% | $1.30B +17% | $1.11B |
| Depreciation & amortization | $394.0M -0% | $394.1M -2% | $401.7M -3% | $415.1M +14% | $363.3M |
| Interest expense | $284.4M -6% | $302.2M -3% | $311.3M +5% | $296.9M +85% | $160.3M |
| Income tax | $775.2M +33% | $582.8M +36% | $428.1M +7% | $401.8M +140% | $167.2M |
| Net income | $4.83B +19% | $4.06B +47% | $2.76B -18% | $3.39B +2% | $3.32B |
| EPS (diluted) | $3.66 +20% | $3.04 +50% | $2.03 -92% | $24.15 +10% | $21.92 |
| Dividends per share | $0.80 +19% | $0.68 +19% | $0.56 -89% | $5.20 +24% | $4.20 |
| Diluted shares (weighted) | 1.32B | 1.34B | 1.36B | 140.2M | 151.6M |
| Operating cash flow | $4.14B +1% | $4.08B +23% | $3.31B -10% | $3.67B +11% | $3.31B |
| Capital expenditure | $375.9M +12% | $335.3M +21% | $277.4M -19% | $341.6M +11% | $307.3M |
| Share buybacks | $2.29B +7% | $2.15B +24% | $1.74B +32% | $1.31B -67% | $3.97B |
| Dividends paid | $1.06B +17% | $904.6M +17% | $773.0M +6% | $732.6M +15% | $638.5M |
| Cash & equivalents | $1.65B | $2.08B | $1.98B | $1.93B | $1.58B |
| Long-term debt (incl. current portion) | $5.89B | $5.88B | $5.88B | $5.89B | $6.66B |
| Total debt | $5.89B | $5.88B | $5.88B | $5.89Bd | $6.66Bd |
| Total assets | $17.95B | $16.07B | $15.43B | $14.07B | $12.60B |
| Total liabilities | $11.60B | $11.38B | $12.07B | $11.15B | $11.20B |
| Shareholders' equity | $6.35B | $4.69B | $3.37B | $2.92B | $1.40B |
| Shares outstanding | 1.31B | 1.32B | 134.4M | 136.8M | 141.8M |
From XBRL data in SEC filings. Small figures under each value: change vs the same period a year earlier. d = derived (e.g. Q4 = full year − first nine months).
NewsFull archive →
KLA sets October 28 release for first-quarter fiscal 2027 results
On October 1, 2026 KLA announced that it will publish first-quarter fiscal 2027 results on Wednesday, October 28, 2026, after the market close, with a webcast call at 2 p.m.
US Affiliates Rule suspension ends in November, widening export-license checks
A law-firm alert dated August 31, 2026 says the Commerce Department's Affiliates Rule returns when its one-year suspension ends in November 2026.
KLA schedules webcasts at Citi and Goldman Sachs September tech conferences
On August 20, 2026 KLA said it would webcast its presentations at Citi's 2026 Global TMT Conference on Wednesday, September 9, at 9:30 a.m.
KLA declares $0.23 quarterly dividend payable September 1
KLA's board declared a quarterly cash dividend of $0.23 per share on August 6, 2026.
KLA urges holders to reject $285 mini-tender offer from Tutanota LLC
On August 5, 2026 KLA recommended that stockholders reject an unsolicited mini-tender offer from Tutanota LLC for up to 500,000 shares at $285.00 in cash.
KLA shares fall about 10% premarket after cautious September-quarter outlook
KLA shares fell roughly 10% in premarket trading on July 29, 2026, a day after a fiscal fourth-quarter beat.
KLA reports fiscal Q4 2026 results: revenue $3.66B, up 15% from a year earlier
KLA filed a Form 8-K with the SEC on Jul 28, 2026, 4:08 PM ET, reporting an event dated Jul 28, 2026.
PCB and component inspection revenue jumps to $241.1M in June quarter
KLA's PCB and component inspection segment booked $241.1 million of revenue in the June 2026 quarter, up from $154.1 million a year earlier and $167.6 million in the March quarter.
KLA schedules fiscal Q4 2026 results for July 28 after the close
On July 1, 2026 KLA announced that it would release fourth-quarter and full-year fiscal 2026 results on Tuesday, July 28, 2026, after the market closed, with a 2 p.m.
KLAC starts split-adjusted trading after 10-for-1 split
KLA completed its 10-for-1 stock split after the close on June 11, 2026.
KLA announces 10-for-1 stock split alongside $2.30 dividend
KLA announced a ten-for-one forward stock split.
KLA fiscal Q3 revenue rises to $3.42B; June-quarter guide $3.575B
KLA reported fiscal Q3 2026 revenue of $3.415 billion, up from $3.30 billion in the prior quarter, and non-GAAP diluted EPS of $9.40, above the $9.08 midpoint it had guided.
KLA sees 2026 advanced-packaging sales near $1B and WFE above $140B
On the fiscal Q3 call, KLA said its advanced-packaging process-control revenue should rise from about $635 million in 2025 to about $1 billion in 2026.
US orders chip-tool shipments to Hua Hong halted; KLA among firms believed notified
Reuters reported on April 28, 2026 that the U.S.
KLA investor day adds $7B buyback and lifts dividend 21% to $2.30
At its March 12, 2026 investor day KLA authorized up to $7 billion of new share repurchases, in addition to the $3.944 billion left under the existing program at December 31, 2025.
KLA declares $1.90 quarterly dividend payable March 3
KLA's board declared a regular quarterly cash dividend of $1.90 per share on February 5, 2026.
KLA beats fiscal Q2 with $3.30B revenue and guides Q3 to $3.35B
KLA reported fiscal Q2 2026 revenue of $3.30 billion for the quarter ended December 31, 2025, above the midpoint of its $3.225 billion guidance range.
KLA reports fiscal Q1 2026 results: revenue $3.21B, up 13% from a year earlier
KLA filed a Form 8-K with the SEC on Oct 29, 2025, 4:11 PM ET, reporting an event dated Oct 29, 2025.
SEC filings
| Sep 22, 26 | ARS | ARS: Annual report to shareholders | sec.gov ↗ |
| Sep 22, 26 | DEFA14A | DEFA14A: Additional proxy materials | sec.gov ↗ |
| Sep 22, 26 | DEF 14A | DEF 14A: Definitive proxy statement | sec.gov ↗ |
| Sep 16, 26 | 4 | Form 4: WALLACE RICHARD P (President and CEO) — open-market sale 72,019 sh | sec.gov ↗ |
| Sep 15, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 14, 26 | 4 | Form 4: Lorig Brian (EVP, KLA Global Services) — open-market sale 59,586 sh | sec.gov ↗ |
| Aug 13, 26 | 4 | Form 4: Higgins Bren D. (EVP & Chief Financial Officer) — open-market sale 31,500 sh | sec.gov ↗ |
| Aug 13, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 12, 26 | 4 | Form 4: Khan Ahmad A. (President, Semi. Prod. & Cust.) — open-market sale 33,180 sh | sec.gov ↗ |
| Aug 12, 26 | 4 | Form 4: WALLACE RICHARD P (President and CEO) — open-market sale 87,568 sh | sec.gov ↗ |
| Aug 12, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 11, 26 | 4 | Form 4: Kirloskar Virendra A (SVP & Chief Accounting Officer) — open-market sale 529 sh | sec.gov ↗ |
| Aug 11, 26 | 4 | Form 4: Wilkinson Mary Beth (EVP, CLO and Secretary) — open-market sale 1,661 sh | sec.gov ↗ |
| Aug 11, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 11, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 10, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 10, 26 | 4 | Form 4: WALLACE RICHARD P (President and CEO) — tax withholding 12,762 sh | sec.gov ↗ |
| Aug 10, 26 | 4 | Form 4: Lorig Brian (EVP, KLA Global Services) — tax withholding 2,876 sh | sec.gov ↗ |
| Aug 10, 26 | 4 | Form 4: Wilkinson Mary Beth (EVP, CLO and Secretary) — tax withholding 1,208 sh, open-market sale 21,831 sh | sec.gov ↗ |
| Aug 10, 26 | 4 | Form 4: Khan Ahmad A. (President, Semi. Prod. & Cust.) — tax withholding 4,532 sh | sec.gov ↗ |
| Aug 10, 26 | 4 | Form 4: Higgins Bren D. (EVP & Chief Financial Officer) — tax withholding 4,532 sh | sec.gov ↗ |
| Aug 10, 26 | 4 | Form 4: Kirloskar Virendra A (SVP & Chief Accounting Officer) — tax withholding 521 sh, open-market sale 2,405 sh | sec.gov ↗ |
| Aug 10, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 7, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
| Aug 7, 26 | 144 | Form 144: Notice of proposed insider sale | sec.gov ↗ |
Insider trades, 12 months
| Date | Insider | Type | Shares | Price | Value |
|---|---|---|---|---|---|
| 2026-09-15 | WALLACE RICHARD P President and CEO | Sale 10b5-1 plan | 72.0K | $171.88 | $12.4M |
| 2026-08-13 | Lorig Brian EVP, KLA Global Services | Sale 10b5-1 plan | 59.6K | $208.13 | $12.4M |
| 2026-08-12 | Higgins Bren D. EVP & Chief Financial Officer | Sale 10b5-1 plan | 31.5K | $209.87 | $6.6M |
| 2026-08-11 | WALLACE RICHARD P President and CEO | Sale 10b5-1 plan | 87.6K | $198.95 | $17.4M |
| 2026-08-11 | Khan Ahmad A. President, Semi. Prod. & Cust. | Sale 10b5-1 plan | 33.2K | $198.95 | $6.6M |
| 2026-08-10 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 1.7K | $204.56 | $339.8K |
| 2026-08-10 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 529 | $204.56 | $108.2K |
| 2026-08-07 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 2.4K | $197.57 | $475.2K |
| 2026-08-07 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 21.8K | $197.57 | $4.3M |
| 2026-08-05 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 4.5K | $195.50 | $880.5K |
| 2026-08-05 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 13.8K | $195.50 | $2.7M |
| 2026-08-04 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 4.3K | $191.59 | $822.9K |
| 2026-08-04 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 1.6K | $191.59 | $299.8K |
| 2026-07-02 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale 10b5-1 plan | 196 | $265.69 | $52.1K |
| 2026-07-02 | Higgins Bren D. EVP & Chief Financial Officer | Sale 10b5-1 plan | 27.7K | $265.69 | $7.4M |
| 2026-07-01 | Wilkinson Mary Beth EVP, CLO and Secretary | Sale 10b5-1 plan | 14.4K | $285.30 | $4.1M |
| 2026-06-11 | WALLACE RICHARD P President and CEO | Sale 10b5-1 plan | 4.5K | $2213.37 | $10.0M |
| 2026-05-12 | WALLACE RICHARD P President and CEO | Sale 10b5-1 plan | 4.5K | $1794.00 | $8.1M |
| 2026-05-11 | Hanley Jeneanne Michelle Director | Sale | 550 | $1874.71 | $1.0M |
| 2026-05-11 | Kirloskar Virendra A SVP & Chief Accounting Officer | Sale | 297 | $1879.02 | $558.1K |