Загрузка компании
Just reported
Q1 FY2027 results
From KLA's results release of 28 октября 2026 г.; 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
- Revenue4,7B $+43 % y/y First given
- EPS, adjusted1,44 $First given
- EPS, GAAP1,41 $+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 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.
ASMLASML Holding NV576,3B $A+
LRCXLAM Research Corporation282,4B $A+
TERTeradyne, Inc.39B $A+
NVMINova Ltd.9,3B $A+
FORMFormFactor, Inc.6,9B $A+
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 Corporation22 окт. 2026 г.BAGraded B, now A
IBMInternational Business Machines Corporation21 окт. 2026 г.BAGraded B, now A
CDNSCadence Design Systems, Inc.28 окт. 2026 г.BAGraded B, now A
NXPINXP Semiconductors N.V.27 окт. 2026 г.BAGraded B, now A
UIUbiquiti Inc.6 нояб. 2026 г.BAGraded B, now A
На чём зарабатывает
- Semiconductor Process Control90 %
- PCB and Component Inspection5 %
- Specialty Semiconductor Process5 %
Доли выручки — это оценки за quarter ended 2026-03-31, а не цифры из поданной отчётности.
Конкурирует с
- AMATApplied Materials, Inc.C
- Размер
- 294B $
- Маржа
- 32,7 %
- ASMLASML Holding N.V.A
- Размер
- 576,3B $
- Маржа
- 34,1 %
- 6501Hitachi High-Tech Corporation (a Hitachi, Ltd. subsidiary)
- 6920Lasertec, Inc.
- ONTOOnto Innovation Inc.C
- Размер
- 10B $
- Маржа
- 11,5 %
Что продаёт6
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.
Показать ещё 3
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.
Кто покупает4
- 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.
На чём держится и что может это сломать
От чего зависит бизнес
- 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.
Что может пойти не так
- 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.
Полная финансовая отчётность →
О компании 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.
- Штаб-квартира
- Milpitas, California, United States
- Год основания
- 1997
- Сотрудников
- Approximately 17,000 regular full-time employees (June 30, 2026, high)
- Торгуется на
- NASDAQ
- Конец финансового года
- June 30
Построено по собственной отчётности KLA Corp., поданной в Комиссию по ценным бумагам и биржам США (SEC). Цифры — как отчиталась компания, история на акцию пересчитана на сегодняшнюю базу. Это описание бизнеса — не инвестиционная рекомендация и не совет что-либо покупать или продавать.