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Just reported
Q1 FY2027 results
From KLA's results release of 2026年10月28日; its quarterly report has since been filed.
Revenue
Actual
$4.14B
+29% y/y
+13% q/qGuided
$4B
midpoint
Above guide+3.4%EPS, GAAP
Actual
$1.18
+39% y/y
+323% q/qGuided
$1.14
midpoint
Above guide+3.5%
Company outlook
Q2 FY2027
- Revenue$4.7B+43% y/y First given
- EPS, adjusted$1.44First given
- EPS, GAAP$1.41+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 →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 themes 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.
ASMLASML Holding NV$576.3BA+
LRCXLAM Research Corporation$282.4BA+
TERTeradyne, Inc.$39BA+
NVMINova Ltd.$9.3BA+
FORMFormFactor, Inc.$6.9BA+
Grade rose recently in Technology
Rose to A or B on a filing in the last 90 days, worth $2B or more: largest first.
- LRCXLAM Research Corporation2026年10月22日BAGraded B, now A
IBMInternational Business Machines Corporation2026年10月21日BAGraded B, now A
CDNSCadence Design Systems, Inc.2026年10月28日BAGraded B, now A
NXPINXP Semiconductors N.V.2026年10月27日BAGraded B, now A
UIUbiquiti Inc.2026年11月6日BAGraded B, now A
どうやって稼いでいるか
- Semiconductor Process Control90%
- PCB and Component Inspection5%
- Specialty Semiconductor Process5%
売上構成比はquarter ended 2026-03-31の推計であり、提出された報告書の数字ではありません。
競合
- AMATApplied Materials, Inc.C
- 規模
- $294B
- 利益率
- 32.7%
- ASMLASML Holding N.V.A
- 規模
- $576.3B
- 利益率
- 34.1%
- 6501Hitachi High-Tech Corporation (a Hitachi, Ltd. subsidiary)
- 6920Lasertec, Inc.
- ONTOOnto Innovation Inc.C
- 規模
- $10B
- 利益率
- 11.5%
何を売っているか6
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.
さらに3件を表示
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.
誰が買っているか4
- 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.
何に支えられ、何に崩されうるか
事業が頼っているもの
- 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.
うまくいかなくなる可能性
- 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.
KLA Corp.について
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.
- 本社
- Milpitas, California, United States
- 設立
- 1997
- 従業員数
- Approximately 17,000 regular full-time employees (June 30, 2026, high)
- 上場市場
- NASDAQ
- 決算期
- June 30
KLA Corp. 自身が米国証券取引委員会（SEC）に提出した書類にもとづきます。数字は報告されたままで、1 株当たりの履歴は今日の株数基準に修正済みです。 これは事業の説明です——投資助言ではなく、売買を勧めるものでもありません。