KLA
Supplies inspection and metrology systems that help chipmakers detect defects and improve yields.
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Profile
Sells inspection, metrology, process-control software and services that chipmakers use to detect defects and improve manufacturing yields, plus specialty deposition and etch tools and PCB inspection systems. Semiconductor process control dominates the business, while installed-base service adds a recurring layer and demand follows chipmakers' capital-spending cycles.
Supplies inspection, metrology, chemistry process-control systems, software and services that help chip, wafer and reticle manufacturers detect defects, measure process variation and improve yields. Semiconductor Process Control is the dominant segment, spanning wafer and reticle inspection, metrology and analysis software from research through volume production.
Specialty Semiconductor Process adds deposition, etch and plasma-dicing tools for MEMS, radio-frequency and power devices. PCB and Component Inspection provides imaging, inspection, test and measurement systems for circuit boards, IC substrates and packaged chips. Installed-base service supports uptime, productivity and tool life across all three segments.
Sells mainly outside the United States and maintains manufacturing, research and customer support across major semiconductor regions. Demand follows chipmakers' cyclical capital spending, while sales and service to certain customers in China depend on evolving US export controls.
Company facts
Key statistics
Year to date +37.7% · Average volume (30d) 10.5M
Analysts
Ratings
Target range
Latest analyst notes
| Date | Firm | Action | Rating | Prior target | Target |
|---|---|---|---|---|---|
| Jul 29, 2026 | RBC Capital | Reiterate | Sector Perform | $1,700 | $180 |
| Jul 29, 2026 | Susquehanna | Reiterate | Neutral | $275 | $215 |
| Jul 29, 2026 | Stifel Nicolaus | Target | $270 | $250 | |
| Jul 29, 2026 | Wells Fargo | Reiterate | Overweight | $305 | $245 |
| Jul 29, 2026 | Bernstein | Reiterate | Outperform | $1,875 | $225 |
Earnings
EPS
Revenue
History
| Report date | EPS est | EPS | Surprise | Revenue est | Revenue | Surprise | Next session |
|---|---|---|---|---|---|---|---|
| Jul 28, 2026Q4 FY26 | $1.00 | $1.05 | +5.0% | $3.61B | $3.66B | +1.4% | −10.80% |
| Apr 29, 2026Q3 FY26 | $0.92 | $0.94 | +2.5% | $3.37B | $3.42B | +1.2% | −3.62% |
| Jan 29, 2026Q2 FY26 | $0.88 | $0.89 | +1.1% | $3.25B | $3.30B | +1.5% | −15.24% |
| Oct 29, 2025Q1 FY26 | $0.86 | $0.88 | +2.3% | $3.17B | $3.21B | +1.2% | −1.69% |
Financial highlights
| 12 quarters | Q3 FY25 | Q4 FY25 | Q1 FY26 | Q2 FY26 | Q3 FY26 | Q4 FY26 | |
|---|---|---|---|---|---|---|---|
| Revenue | $3.06B | $3.17B | $3.21B | $3.30B | $3.42B | $3.66B | |
| Gross profit | $1.89B | $1.97B | $1.97B | $2.03B | $2.09B | $2.24B | |
| Operating income | $1.30B | $1.35B | $1.34B | $1.36B | $1.41B | $1.55B | |
| Net income | $1.09B | $1.20B | $1.12B | $1.15B | $1.20B | $1.36B | |
| Diluted EPS | $0.82 | $0.91 | $0.85 | $0.87 | $0.91 | $1.04 | |
| Gross margin | 61.6% | 62.0% | 61.3% | 61.4% | 61.1% | 61.4% | |
| Operating margin | 42.5% | 42.6% | 41.7% | 41.3% | 41.2% | 42.5% |
Fiscal years (4-quarter sums)FY22 $9.21B · FY23 $10.50B · FY24 $9.81B · FY25 $12.16B · FY26 $13.58B
Revenue by product · Q4 FY26
Revenue by geography · Q4 FY26
Balance sheet, Jun 30, 2026Cash & short-term investments $4.90B · Total debt $6.15B · Total assets $17.95B · Shareholders' equity $6.35B
Dividends
Raised for 19 straight years — most recently to $2.30 from $1.90 in May 2026. To collect a payout, hold shares through the close before the ex-date.
History
| Ex-date | Record | Paid | Amount | Note |
|---|---|---|---|---|
| Aug 17, 2026 | Aug 17 | Sep 1 | $0.23 | |
| May 18, 2026 | May 18 | Jun 2 | $2.30 | raised from $1.90 |
| Feb 17, 2026 | Feb 17 | Mar 3 | $1.90 | |
| Nov 17, 2025 | Nov 17 | Dec 2 | $1.90 | |
| Aug 18, 2025 | Aug 18 | Sep 3 | $1.90 | |
| May 19, 2025 | May 19 | Jun 3 | $1.90 | raised from $1.70 |
| Feb 24, 2025 | Feb 24 | Mar 4 | $1.70 | |
| Nov 18, 2024 | Nov 18 | Dec 3 | $1.70 | raised from $1.45 |
Ownership
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 1.31B · Float 1.30B · 99.8% free float
A split settled inside the quarter being compared, so quarter-on-quarter change is not shown.
Top shareholders13F · 13D/G · Form 4
| Holder | Shares | % outstanding | Form | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 126.20M | 9.66% | 13F | Aug 7, 2026 |
| Vanguard Capital Management LLC | 85.32M | 6.53% | 13F | Aug 13, 2026 |
| State Street Corp | 62.89M | 4.81% | 13F | Aug 7, 2026 |
| Capital World Investors | 45.32M | 3.47% | 13F | Aug 12, 2026 |
| Invesco Ltd. | 44.85M | 3.43% | 13F | Aug 14, 2026 |
Insider tradesForm 4
| Date | Insider | Role | Shares | Avg price |
|---|---|---|---|---|
| Aug 13, 2026 | Brian Lorig | officer: EVP, KLA Global Services | −59,586 | $208.13 |
| Aug 12, 2026 | Bren D. Higgins | officer: EVP & Chief Financial Officer | −31,500 | $209.87 |
| Aug 11, 2026 | Richard P. Wallace | officer: President and CEO | −87,568 | $198.95 |
| Aug 11, 2026 | Ahmad A. Khan | officer: President, Semi. Prod. & Cust. | −33,180 | $198.95 |
| Aug 10, 2026 | Mary Beth Wilkinson | officer: EVP, CLO and Secretary | −1,661 | $204.56 |
Peers
- Applied Materials
Largest WFE vendor; PDC division competes in e-beam review and wafer inspection.
- ASML (ADR)
EUV monopolist with HMI e-beam inspection and YieldStar overlay metrology.
- Onto Innovation
Pure-play rival in OCD metrology, thin-film measurement, and packaging inspection.
- Nova
Israeli metrology specialist in OCD, thin-film, and chemical process control.
- Camtek
Israeli packaging-inspection leader in HBM, chiplets, and hybrid bonding.
CompareAfter-hours close
| Company | Price | Change | |||||
|---|---|---|---|---|---|---|---|
| KLA | $176.16 | +0.38% | $229.30B | 47.9 | 31.8 | 16.9 | +15.2% |
| Applied Materials | $462.35 | +0.16% | $366.55B | 39.8 | 26.2 | 11.9 | +24.8% |
| ASML (ADR) | $1,704.99 | +0.49% | $653.73B | 53.1 | 29.8 | 16.3 | +18.4% |
| Onto Innovation | $272.00 | +0.48% | $13.47B | 101.8 | 26.4 | 12.0 | +35.3% |
| Nova | $353.89 | +1.33% | $11.09B | 43.4 | 28.1 | 12.7 | +15.9% |
| Camtek | $136.20 | +0.58% | $6.33B | 222.2 | 29.8 | 12.4 | +8.1% |
| Median | 53.1 | 28.1 | 12.4 | +18.4% |