Acciones de KLA Corp. (KLAC) — ¿es un buen negocio?

Acciones de KLA Corp. (KLAC) — ¿es un buen negocio? — InspectStocks

Just reported

Q1 FY2027 results

From KLA's results release of 28 de octubre de 2026; its quarterly report has since been filed.

Revenue
Actual
4,14B US$
+29 % y/y
+13 % q/q
Guided
4B US$
midpoint
Above guide+3,4 %
EPS, GAAP
Actual
1,18 US$
+39 % y/y
+323 % q/q
Guided
1,14 US$
midpoint
Above guide+3,5 %

Company outlook

Q2 FY2027

Revenue4,7B US$+43 % y/y First given
EPS, adjusted1,44 US$First given
EPS, GAAP1,41 US$+62 % y/y First given

Set against the company's own guidance and the same quarter a year earlier, not analysts' estimates, which we do not hold. Adjusted figures are the company's own non-GAAP measures, as stated in the release.

The full earnings report →

Cómo gana dinero

Semiconductor Process Control90 %
PCB and Component Inspection5 %
Specialty Semiconductor Process5 %

Los porcentajes de ingresos son estimaciones para quarter ended 2026-03-31, no cifras de un informe oficial.

Compite con

AMATApplied Materials, Inc.
C
Tamaño
302,5B US$
Margen
32,7 %
ASMLASML Holding N.V.
A
Tamaño
577B US$
Margen
34,1 %
6501Hitachi High-Tech Corporation (a Hitachi, Ltd. subsidiary)
6920Lasertec, Inc.
ONTOOnto Innovation Inc.
C
Tamaño
10,3B US$
Margen
11,5 %

Qué vende6

Wafer and mask inspection systems
Machines such as Surfscan and Teron inspect silicon wafers and chip-making masks to find and examine defects.
Wafer measurement systems
Machines such as Archer and SpectraShape measure features including pattern dimensions, film thickness and alignment between layers on a wafer.
Process-control software and sensors
Klarity software analyzes manufacturing data to help identify defects and adjust processes; SensArray sensors collect information about conditions inside chip-making equipment.

Mostrar 3 más

Chemical process-control equipment
Equipment such as QualiSurf checks chemicals used in manufacturing and monitors their condition and use.
Specialty wafer-processing equipment
SPTS and Primaxx equipment uses processes such as etching and deposition to make specialized semiconductor devices.
Circuit-board and packaged-chip inspection equipment
Orbotech equipment inspects and measures printed circuit boards and chip packages, and can help create circuit patterns on boards and substrates.

Quién se lo compra4

Taiwan Semiconductor Manufacturing Company Limited is identified as a customer that accounted for more than 10% of KLA revenue in each of fiscal 2024, fiscal 2025 and fiscal 2026 (each fiscal year, high); KLA sells mainly through its direct sales force.
Semiconductor manufacturers, including foundry and logic chipmakers and memory-chip makers, buy inspection, measurement and related equipment and services.
Wafer, reticle or chip-making-mask, and chemical or materials manufacturers buy equipment to check quality during production.
Printed circuit board, chip-substrate and packaged-chip manufacturers buy inspection, measurement and circuit-patterning equipment.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1KLA depends on chipmakers and other electronics manufacturers investing in factory equipment; those purchases vary with industry conditions, end-market demand and customer spending cycles.
2A majority of revenue comes from outside the United States; international revenue was approximately 87% (fiscal year ended 2026-06-30, high).
3Some parts and materials are available only from one supplier or a limited group of suppliers, which can affect production and delivery.
4KLA depends on being able to sell and support equipment in major semiconductor manufacturing regions, including China, where trade rules and export controls can limit sales.

Qué podría salir mal

1Changes in semiconductor-industry investment, factory spending or demand for chips can lead customers to delay, change or cancel equipment orders.
2Export controls, tariffs and other trade restrictions can limit KLA's ability to sell or support products for customers, particularly in China.
3KLA identifies Taiwan Semiconductor Manufacturing Company Limited as a customer exceeding 10% of revenue in each of fiscal 2024, fiscal 2025 and fiscal 2026 (each fiscal year, high); disruption to that relationship could affect sales. Delays or shortages from sole-source and limited-source suppliers could also disrupt customer deliveries.

Estados financieros completos →

Sobre KLA Corp.

KLA sells machines that inspect and measure silicon wafers, chip-making masks, packaged chips and circuit boards during manufacturing. Its software analyzes information from those machines to help customers identify defects and adjust production. KLA also sells chip-processing equipment and services that maintain and support its machines at customer sites.

Sede: Milpitas, California, United States
Fundada en: 1997
Empleados: Approximately 17,000 regular full-time employees (June 30, 2026, high)
Cotiza en: NASDAQ
Cierre del ejercicio: June 30

Construido a partir de los propios informes de KLA Corp. ante la Comisión de Bolsa y Valores de EE. UU. (SEC). Las cifras son las declaradas, con el historial por acción reexpresado a la base de acciones de hoy. Esto describe un negocio: no es asesoramiento de inversión ni una recomendación de compra o venta.

Just reported

Q1 FY2027 results

From KLA's results release of 28 de octubre de 2026; its quarterly report has since been filed.

Revenue
Actual
4,14B US$
+29 % y/y
+13 % q/q
Guided
4B US$
midpoint
Above guide+3,4 %
EPS, GAAP
Actual
1,18 US$
+39 % y/y
+323 % q/q
Guided
1,14 US$
midpoint
Above guide+3,5 %

Company outlook

Q2 FY2027

Revenue4,7B US$+43 % y/y First given
EPS, adjusted1,44 US$First given
EPS, GAAP1,41 US$+62 % y/y First given

The full earnings report →

Keep exploring

The themes KLA is part of, the highest-graded companies in its industry, and the companies in its sector whose grade rose recently.

The theme it is part of

Highest-graded in Semiconductor Equipment and Materials

Graded A or B and worth $2B or more: A first, then the largest.

Grade rose recently in Technology

Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.

Cómo gana dinero

Semiconductor Process Control90 %
PCB and Component Inspection5 %
Specialty Semiconductor Process5 %

Los porcentajes de ingresos son estimaciones para quarter ended 2026-03-31, no cifras de un informe oficial.

Compite con

AMATApplied Materials, Inc.
C
Tamaño
302,5B US$
Margen
32,7 %
ASMLASML Holding N.V.
A
Tamaño
577B US$
Margen
34,1 %
6501Hitachi High-Tech Corporation (a Hitachi, Ltd. subsidiary)
6920Lasertec, Inc.
ONTOOnto Innovation Inc.
C
Tamaño
10,3B US$
Margen
11,5 %

Qué vende6

Wafer and mask inspection systems
Machines such as Surfscan and Teron inspect silicon wafers and chip-making masks to find and examine defects.
Wafer measurement systems
Machines such as Archer and SpectraShape measure features including pattern dimensions, film thickness and alignment between layers on a wafer.
Process-control software and sensors
Klarity software analyzes manufacturing data to help identify defects and adjust processes; SensArray sensors collect information about conditions inside chip-making equipment.

Mostrar 3 más

Chemical process-control equipment
Equipment such as QualiSurf checks chemicals used in manufacturing and monitors their condition and use.
Specialty wafer-processing equipment
SPTS and Primaxx equipment uses processes such as etching and deposition to make specialized semiconductor devices.
Circuit-board and packaged-chip inspection equipment
Orbotech equipment inspects and measures printed circuit boards and chip packages, and can help create circuit patterns on boards and substrates.

Quién se lo compra4

Taiwan Semiconductor Manufacturing Company Limited is identified as a customer that accounted for more than 10% of KLA revenue in each of fiscal 2024, fiscal 2025 and fiscal 2026 (each fiscal year, high); KLA sells mainly through its direct sales force.
Semiconductor manufacturers, including foundry and logic chipmakers and memory-chip makers, buy inspection, measurement and related equipment and services.
Wafer, reticle or chip-making-mask, and chemical or materials manufacturers buy equipment to check quality during production.
Printed circuit board, chip-substrate and packaged-chip manufacturers buy inspection, measurement and circuit-patterning equipment.

En qué se apoya y qué podría romperlo

De qué depende el negocio

1KLA depends on chipmakers and other electronics manufacturers investing in factory equipment; those purchases vary with industry conditions, end-market demand and customer spending cycles.
2A majority of revenue comes from outside the United States; international revenue was approximately 87% (fiscal year ended 2026-06-30, high).
3Some parts and materials are available only from one supplier or a limited group of suppliers, which can affect production and delivery.
4KLA depends on being able to sell and support equipment in major semiconductor manufacturing regions, including China, where trade rules and export controls can limit sales.

Qué podría salir mal

1Changes in semiconductor-industry investment, factory spending or demand for chips can lead customers to delay, change or cancel equipment orders.
2Export controls, tariffs and other trade restrictions can limit KLA's ability to sell or support products for customers, particularly in China.
3KLA identifies Taiwan Semiconductor Manufacturing Company Limited as a customer exceeding 10% of revenue in each of fiscal 2024, fiscal 2025 and fiscal 2026 (each fiscal year, high); disruption to that relationship could affect sales. Delays or shortages from sole-source and limited-source suppliers could also disrupt customer deliveries.

Estados financieros completos →

Sobre KLA Corp.

Sede: Milpitas, California, United States
Fundada en: 1997
Empleados: Approximately 17,000 regular full-time employees (June 30, 2026, high)
Cotiza en: NASDAQ
Cierre del ejercicio: June 30

Q1 FY2027 results

Revenue

EPS, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre KLA Corp.

Q1 FY2027 results

Revenue

EPS, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductor Equipment and Materials

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre KLA Corp.

Keep exploring

The theme it is part of

Highest-graded in Semiconductor Equipment and Materials

Grade rose recently in Technology

KLA Corp.

Chip-making equipment

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo

Q1 FY2027 results

Revenue

EPS, GAAP

Company outlook

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre KLA Corp.

Q1 FY2027 results

Revenue

EPS, GAAP

Company outlook

Keep exploring

The theme it is part of

Highest-graded in Semiconductor Equipment and Materials

Grade rose recently in Technology

Cómo gana dinero

Compite con

Qué vende6

Quién se lo compra4

En qué se apoya y qué podría romperlo

De qué depende el negocio

Qué podría salir mal

Sobre KLA Corp.

Keep exploring

The theme it is part of

Highest-graded in Semiconductor Equipment and Materials

Grade rose recently in Technology

KLA Corp.

Rentabilidad pasada

Chip-making equipment

Crecimiento y caja — 5 de 5

Tendencia del negocio

Precio de la acción y calificación a lo largo del tiempo