기업 정보 불러오는 중
Just reported
Q1 FY2027 results
From KLA's results release of 2026년 10월 28일; its quarterly report has since been filed.
Revenue
Actual
US$4.14B
+29% y/y
+13% q/qGuided
US$4B
midpoint
Above guide+3.4%EPS, GAAP
Actual
US$1.18
+39% y/y
+323% q/qGuided
US$1.14
midpoint
Above guide+3.5%
Company outlook
Q2 FY2027
- RevenueUS$4.7B+43% y/y First given
- EPS, adjustedUS$1.44First given
- EPS, GAAPUS$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 NVUS$577BA+
LRCXLAM Research CorporationUS$292BA+
TERTeradyne, Inc.US$41.2BA+
NVMINova Ltd.US$9.6BA+
FORMFormFactor, Inc.US$7.2BA+
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 Corporation2026년 10월 22일BAGraded B, now A
IBMInternational Business Machines Corporation2026년 10월 21일BAGraded B, now A
CDNSCadence Design Systems, Inc.2026년 10월 28일BAGraded B, now A
NXPINXP Semiconductors N.V.2026년 10월 27일BAGraded B, now A
UIUbiquiti Inc.2026년 11월 6일BAGraded B, now A
어떻게 돈을 버는가
- Semiconductor Process Control90%
- PCB and Component Inspection5%
- Specialty Semiconductor Process5%
매출 비중은 quarter ended 2026-03-31 기준 추정치이며, 제출된 보고서의 수치가 아닙니다.
경쟁 상대
- AMATApplied Materials, Inc.C
- 규모
- US$302.5B
- 이익률
- 32.7%
- ASMLASML Holding N.V.A
- 규모
- US$577B
- 이익률
- 34.1%
- 6501Hitachi High-Tech Corporation (a Hitachi, Ltd. subsidiary)
- 6920Lasertec, Inc.
- ONTOOnto Innovation Inc.C
- 규모
- US$10.3B
- 이익률
- 11.5%
무엇을 파는가6
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.
3개 더 보기
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.
누가 사는가4
- 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.
무엇에 기대고 있고, 무엇이 무너뜨릴 수 있는가
사업이 기대고 있는 것
- 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.
잘못될 수 있는 일
- 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. 소개
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.
- 본사
- Milpitas, California, United States
- 설립
- 1997
- 임직원 수
- Approximately 17,000 regular full-time employees (June 30, 2026, high)
- 상장 시장
- NASDAQ
- 회계연도 종료
- June 30
KLA Corp.이(가) 미국 증권거래위원회(SEC)에 직접 제출한 공시로 만들었습니다. 수치는 보고된 그대로이며, 주당 이력은 오늘의 주식 수 기준으로 재계산했습니다. 이것은 사업을 설명하는 자료입니다. 투자 자문이 아니며 어떤 매수나 매도도 권유하지 않습니다.