Process control, inspection and metrology. TickerStar monitors official filings, investor releases, earnings, and call updates for KLA. Subscribe to KLAC alerts to receive concise, source-linked alerts when TickerStar detects a meaningful company update.
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KLAC filed its 10-Q; the most relevant disclosure change is expanded Stock repurchase program: The Board of Directors authorized an additional $7.00 billion for share repurchases in Q3 FY2026, leaving $10.31 billion remaining under the repurchase program. Customer concentration: Customer A represented 19% of revenue; Customer B represented 11% of revenue.
Subscribe to read moreKLAC beat prior Q3 FY2026 Total revenues guidance by +$65.0M. Year-over-year, revenue grew 11.5% from $3.063 billion in Q3 FY2025. The company also approved a 17th consecutive annual dividend increase to $2.30 per share and authorized an additional $7 billion for share repurchases.
Subscribe to read moreKLAC filed its 10-Q; the most relevant disclosure change is added DRAM chip supply and costs: A few large suppliers have discontinued manufacturing certain DRAM chips incorporated in a number of the company's products, and the resulting shortage has caused a dramatic increase in prices to acquire these chips; the company estimates additional costs to p. Customer concentration: Two customers represented 17% and 11% of revenue; Two customers represented 16% and 11% of revenue.
Subscribe to read moreKLAC beat prior Q2 FY2026 Non-GAAP diluted EPS guidance by +$0.15. The company also issued Q3 FY2026 guidance with non-GAAP diluted EPS expected in the range of $8.30 to $9.86 and revenues expected in the range of $3.20 billion to $3.50 billion.
Subscribe to read moreKLAC filed its 10-Q; the most relevant disclosure change is changed Customer concentration: Three customers accounted for approximately 15%, 11%, and 10% of total revenues each in Q1 FY2026. Customer concentration: Three customers (unnamed) represented 15%, 11%, and 10% of revenue.
Subscribe to read moreKLAC beat prior Q1 FY2026 Total revenues guidance by +$60.0M. Revenue grew 13% year-over-year while GAAP diluted EPS increased 21% YoY. The company guided Q2 FY2026 revenues of $3.225 billion plus or minus $150 million and non-GAAP diluted EPS of $8.70 plus or minus $0.78.
Subscribe to read moreKLAC filed its 10-K; the most relevant disclosure change is expanded Customer concentration: One customer accounted for approximately 19% of total revenues in FY2025, compared to 13% in FY2024 and two customers at approximately 18% and 15% in FY2023. Customer concentration: One customer (largest customer) represented 19% of revenue; One customer (largest customer) represented 13% of revenue.
Subscribe to read moreKLAC beat prior Q4 FY2025 GAAP diluted EPS guidance by +$0.78. Total revenues of $3.175 billion came towards the upper end of guidance. For the full fiscal year ended June 30, 2025, KLA reported GAAP net income of $4.06 billion and GAAP diluted EPS of $30.37 on total revenues of $12.16 billion.
Subscribe to read moreKLA Corporation entered into a new $1.5 billion unsecured five-year revolving credit facility with JPMorgan Chase Bank, N.A. as Administrative Agent, replacing the company's prior credit facility dated June 8, 2022. The new facility matures on July 3, 2030, with two one-year extension options available. The credit agreement includes a sustainability-linked pricing component tied to GHG emissions and renewable electricity usage targets, with potential interest rate and fee adjustments of up to 50 basis points.
Subscribe to read moreKLAC filed its 10-Q; the most relevant disclosure change is expanded Revenue concentration: Taiwan 32% of Q3 FY25 revenue, up from 18% in Q3 FY24; China 26% of Q3 FY25 revenue, down from 42% in Q3 FY24. Customer concentration: Customer A represented 23% of revenue; Taiwan represented 32% of revenue.
Subscribe to read moreKLAC filed its 10-Q; the most relevant disclosure change is expanded Goodwill and purchased intangible assets impairment: The company recorded total goodwill and purchased intangible assets impairment of $239.1 million in Q2 FY25 related to the PCB reporting unit within the PCB and Component Inspection reportable segment. The impairment resulted from continued deterioration of th. Customer concentration: One customer represented 23% of revenue; One customer represented 18% of revenue.
Subscribe to read moreKLA Corporation reported Q2 FY2025 total revenues of $3.08 billion and non-GAAP diluted EPS of $8.20, both beating the company's guidance midpoints of $2.95 billion and $8.20 respectively, despite business impacts from new U.S. government export controls released late in the quarter. GAAP diluted EPS was $6.16, impacted by a $239.1 million impairment charge for goodwill and purchased intangible assets related to the PCB business. Revenue grew 23.7% year-over-year from $2.49 billion in Q2 FY2024.
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