View ValuationKLA 향후 성장Future 기준 점검 5/6KLA (는) 각각 연간 20% 및 14.6% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 18.2% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 68.1% 로 예상됩니다.핵심 정보20.0%이익 성장률18.18%EPS 성장률Semiconductor 이익 성장23.2%매출 성장률14.6%향후 자기자본이익률68.11%애널리스트 커버리지Good마지막 업데이트10 Jul 2026최근 향후 성장 업데이트공시 • May 02Kla Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending in June 30, 2026KLA Corporation provided earnings guidance for the fourth quarter of fiscal year ending in June 30, 2026. For the period, the company total revenues are expected to be in a range of $3.575 billion +/- $200 million and GAAP diluted EPS is expected to be in a range of $9.66+/- $1.00.공시 • Jan 30KLA Corporation Provides Earnings Guidance for the Third Quarter Ending March 31, 2026KLA Corporation provided earnings guidance for the third quarter ending March 31, 2026. For the quarter, the company total revenues are expected to be in a range of $3.35 billion +/- $150 million; GAAP net income per diluted share of $8.07 to $9.63.공시 • Oct 30KLA Corporation Provides Earnings Guidance for Second Quarter Ending December 31, 2025KLA Corporation provided earnings guidance for second quarter ending December 31, 2025. For the period Total revenues are expected to be in a range of $3.225 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.46 +/- $0.78.공시 • Aug 01KLA Corporation Provides Earnings Guidance for the First Quarter of Fiscal Year 2026KLA Corporation provided earnings guidance for the first quarter of fiscal year 2026. Total revenues are expected to be in a range of $3.15 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.28 +/- $0.77. GAAP net income per diluted share to be in the range of $7.51 to $9.05.공시 • Jan 31KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Ending March 2025KLA Corporation provided earnings guidance for the third quarter of fiscal ending March 2025. The company expects total revenues is expected to be in a range of $3.0 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.77 +/- $0.60.공시 • Nov 02KLA Corporation Provides Earnings Guidance for the Second Quarter Ending December 2024KLA Corporation provided earnings guidance for the second quarter ending December 2024. The company expects total revenues is expected to be in a range of $2.95 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.45 +/- $0.60.모든 업데이트 보기Recent updatesRecent Insider Transactions • Jul 03Executive VP recently sold €3.6m worth of stockOn the 1st of July, Mary Wilkinson sold around 14k shares on-market at roughly €250 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.9m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.공시 • Jul 03KLA Corporation to Report Q4, 2026 Results on Jul 28, 2026KLA Corporation announced that they will report Q4, 2026 results After-Market on Jul 28, 2026Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €258, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 494% over the past three years.Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €216, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 40x in the Semiconductor industry in Europe. Total returns to shareholders of 415% over the past three years.New Risk • May 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.0% average weekly change). Minor Risk Significant insider selling over the past 3 months (€8.3m sold).Board Change • May 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Recent Insider Transactions • May 19President recently sold €6.9m worth of stockOn the 12th of May, Richard Wallace sold around 5k shares on-market at roughly €1,530 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.공시 • May 09KLA Corporation announces Quarterly dividend, payable on June 02, 2026KLA Corporation announced Quarterly dividend of USD 2.3000 per share payable on June 02, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.공시 • May 02Kla Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending in June 30, 2026KLA Corporation provided earnings guidance for the fourth quarter of fiscal year ending in June 30, 2026. For the period, the company total revenues are expected to be in a range of $3.575 billion +/- $200 million and GAAP diluted EPS is expected to be in a range of $9.66+/- $1.00.Reported Earnings • Apr 30Third quarter 2026 earnings released: EPS: US$9.17 (vs US$8.21 in 3Q 2025)Third quarter 2026 results: EPS: US$9.17 (up from US$8.21 in 3Q 2025). Revenue: US$3.42b (up 12% from 3Q 2025). Net income: US$1.20b (up 10% from 3Q 2025). Profit margin: 35% (in line with 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1,513, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 27x in the Semiconductor industry in Europe. Total returns to shareholders of 359% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €739 per share.공시 • Mar 12KLA Corporation Announces an Increase in the Quarterly DividendKLA Corporation announced an increase in the quarterly dividend level to $2.30 per share from $1.90 per share, the 17th consecutive annual increase in the quarterly dividend for KLA. The declaration and payment of future dividends is subject to the Board's discretion and will depend on financial and legal requirements and other considerations.Declared Dividend • Feb 16Second quarter dividend of US$1.90 announcedShareholders will receive a dividend of US$1.90. Ex-date: 17th February 2026 Payment date: 3rd March 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 23%.Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €1,125, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €679 per share.공시 • Feb 06KLA Corporation Declares Regular Quarterly Cash Dividend, Payable on March 3, 2026The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on March 3, 2026 to KLA shareholders of record as of the close of business on February 17, 2026.Reported Earnings • Jan 30Second quarter 2026 earnings released: EPS: US$8.73 (vs US$6.18 in 2Q 2025)Second quarter 2026 results: EPS: US$8.73 (up from US$6.18 in 2Q 2025). Revenue: US$3.30b (up 7.2% from 2Q 2025). Net income: US$1.15b (up 39% from 2Q 2025). Profit margin: 35% (up from 27% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 30KLA Corporation Provides Earnings Guidance for the Third Quarter Ending March 31, 2026KLA Corporation provided earnings guidance for the third quarter ending March 31, 2026. For the quarter, the company total revenues are expected to be in a range of $3.35 billion +/- $150 million; GAAP net income per diluted share of $8.07 to $9.63.Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1,348, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total returns to shareholders of 271% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €584 per share.공시 • Jan 08KLA Corporation to Report Q2, 2026 Results on Jan 29, 2026KLA Corporation announced that they will report Q2, 2026 results After-Market on Jan 29, 2026Board Change • Jan 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.공시 • Nov 08KLA Corporation Appoints Michael McMullen Chair of the Compensation and Talent CommitteeKLA Corporation announced that on November 5, 2025, Michael McMullen was appointed Chair of the Compensation and Talent Committee, replacing Gary Moore.공시 • Nov 07KLA Corporation Declares Regular Cash Dividend, Payable on December 2, 2025The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on Dec. 2, 2025 to KLA shareholders of record as of the close of business on Nov. 17, 2025.Reported Earnings • Oct 30First quarter 2026 earnings released: EPS: US$8.51 (vs US$7.05 in 1Q 2025)First quarter 2026 results: EPS: US$8.51 (up from US$7.05 in 1Q 2025). Revenue: US$3.21b (up 13% from 1Q 2025). Net income: US$1.12b (up 19% from 1Q 2025). Profit margin: 35% (up from 33% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 30KLA Corporation Provides Earnings Guidance for Second Quarter Ending December 31, 2025KLA Corporation provided earnings guidance for second quarter ending December 31, 2025. For the period Total revenues are expected to be in a range of $3.225 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.46 +/- $0.78.New Risk • Oct 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.공시 • Oct 04KLA Corporation to Report Q1, 2026 Results on Oct 29, 2025KLA Corporation announced that they will report Q1, 2026 results After-Market on Oct 29, 2025공시 • Sep 24KLA Corporation, Annual General Meeting, Nov 05, 2025KLA Corporation, Annual General Meeting, Nov 05, 2025. Location: one technology drive, milpitas, california 95035, United StatesDeclared Dividend • Aug 13Fourth quarter dividend of US$1.90 announcedShareholders will receive a dividend of US$1.90. Ex-date: 18th August 2025 Payment date: 3rd September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.공시 • Aug 08+ 1 more updateKLA Corporation Declares Quarterly Cash Dividend, Payable on September 3, 2025The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on September 3, 2025 to KLA shareholders of record as of the close of business on August 18, 2025.Reported Earnings • Aug 01Full year 2025 earnings released: EPS: US$30.53 (vs US$20.41 in FY 2024)Full year 2025 results: EPS: US$30.53 (up from US$20.41 in FY 2024). Revenue: US$12.2b (up 24% from FY 2024). Net income: US$4.06b (up 47% from FY 2024). Profit margin: 33% (up from 28% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.공시 • Aug 01KLA Corporation Provides Earnings Guidance for the First Quarter of Fiscal Year 2026KLA Corporation provided earnings guidance for the first quarter of fiscal year 2026. Total revenues are expected to be in a range of $3.15 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.28 +/- $0.77. GAAP net income per diluted share to be in the range of $7.51 to $9.05.공시 • Jul 10KLA Corporation to Report Q4, 2025 Results on Jul 31, 2025KLA Corporation announced that they will report Q4, 2025 results After-Market on Jul 31, 2025New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk High level of debt (46% net debt to equity).Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €707, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €511 per share.Buy Or Sell Opportunity • May 08Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to €623. The fair value is estimated to be €513, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.공시 • May 02KLA Corporation Appoints Jamie E. Samath to its Board and Audit Committee, Effective April 30, 2025KLA Corporation announced on April 30, 2025, the Board of Directors of the company appointed Jamie E. Samath to the Board, effective immediately. Mr. Samath has served as Executive Vice President, Chief Financial Officer and Head of Business Technology, since January 1, 2025, at Intuitive Surgical Inc. In his over 12 years with Intuitive, Mr. Samath’s scope and responsibilities have expanded across Intuitive’s financial and business functions. Mr. Samath assumed the role of Intuitive’s Chief Financial Officer in 2022 and became Head of Business Technology in 2024, which includes oversight of information technology, real estate and workplace services, and purchasing. The Board also appointed Mr. Samath to the Audit Committee of the Board, effective immediately.Reported Earnings • May 02Third quarter 2025 earnings released: EPS: US$8.21 (vs US$4.46 in 3Q 2024)Third quarter 2025 results: EPS: US$8.21 (up from US$4.46 in 3Q 2024). Revenue: US$3.06b (up 30% from 3Q 2024). Net income: US$1.09b (up 81% from 3Q 2024). Profit margin: 36% (up from 26% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.공시 • May 01+ 2 more updatesKLA Corporation (NasdaqGS:KLAC) announces an Equity Buyback for $5,000 million worth of its shares.KLA Corporation (NasdaqGS:KLAC) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its common stock.공시 • Apr 11KLA Corporation to Report Q3, 2025 Results on Apr 30, 2025KLA Corporation announced that they will report Q3, 2025 results After-Market on Apr 30, 2025공시 • Feb 14KLA Corporation Declares Regular Quarterly Cash Dividend, Payable on March 4, 2025The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.70 per share on its common stock, payable on March 4, 2025 to KLA shareholders of record as of the close of business on Feb. 24, 2025.Board Change • Feb 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mike McMullen was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.Reported Earnings • Jan 31Second quarter 2025 earnings released: EPS: US$6.18 (vs US$4.30 in 2Q 2024)Second quarter 2025 results: EPS: US$6.18 (up from US$4.30 in 2Q 2024). Revenue: US$3.08b (up 24% from 2Q 2024). Net income: US$824.5m (up 42% from 2Q 2024). Profit margin: 27% (up from 23% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 31KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Ending March 2025KLA Corporation provided earnings guidance for the third quarter of fiscal ending March 2025. The company expects total revenues is expected to be in a range of $3.0 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.77 +/- $0.60.공시 • Nov 16KLA Corporation Announces Transition of Oreste Donzella to the Role of Part-Time Senior Advisor to the Company Beginning on April 14, 2025On November 15, 2024, KLA Corporation and Oreste Donzella, Executive Vice President and Chief Strategy Officer, agreed that Mr. Donzella will transition to the role of part-time senior advisor to the Company beginning on April 14, 2025 (the “Effective Date”) and ending on August 16, 2026 (the “Advisor Period”). Mr. Donzella will remain as the Company’s Chief Strategy Officer until April 13, 2025, during which time, Mr. Donzella will assist the Company with transitioning his current duties and responsibilities. Prior to the Effective Date, there will be no changes to Mr. Donzella’s employment terms, including his compensation or other benefits.공시 • Nov 08KLA Corporation Declares Regular Quarterly Cash Dividend, Payable on December 3, 2024The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.70 per share on its common stock, payable on December 3, 2024 to KLA shareholders of record as of the close of business on November 18, 2024.공시 • Nov 02KLA Corporation Provides Earnings Guidance for the Second Quarter Ending December 2024KLA Corporation provided earnings guidance for the second quarter ending December 2024. The company expects total revenues is expected to be in a range of $2.95 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.45 +/- $0.60.Reported Earnings • Nov 01First quarter 2025 earnings released: EPS: US$7.05 (vs US$5.44 in 1Q 2024)First quarter 2025 results: EPS: US$7.05 (up from US$5.44 in 1Q 2024). Revenue: US$2.84b (up 19% from 1Q 2024). Net income: US$945.9m (up 28% from 1Q 2024). Profit margin: 33% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.Valuation Update With 7 Day Price Move • Oct 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €627, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Semiconductor industry in Europe. Total returns to shareholders of 117% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €622 per share.Buy Or Sell Opportunity • Oct 14Now 22% overvaluedOver the last 90 days, the stock has fallen 4.8% to €754. The fair value is estimated to be €617, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공시 • Oct 10KLA Corporation to Report Q1, 2025 Results on Oct 30, 2024KLA Corporation announced that they will report Q1, 2025 results After-Market on Oct 30, 2024공시 • Sep 25KLA Corporation, Annual General Meeting, Nov 06, 2024KLA Corporation, Annual General Meeting, Nov 06, 2024. Location: plus building,milpitas headquarters, located at one technology drive, california 95035, milpitas United StatesBuy Or Sell Opportunity • Sep 12Now 21% overvaluedOver the last 90 days, the stock has fallen 15% to €650. The fair value is estimated to be €539, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.공시 • Sep 04KLA Corporation Announces Increase in Quarterly DividendKLA Corporation announced a 17% increase in the quarterly dividend level to $1.70 per share from $1.45 per share beginning with the quarterly dividend expected to be declared in November 2024, the fifteenth consecutive annual increase in the quarterly dividend level for KLA. The declaration and payment of future dividends is subject to the Board's discretion and will depend on financial and legal requirements and other considerations.New Risk • Aug 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (5.9% average weekly change). Minor Risk High level of debt (63% net debt to equity).Buy Or Sell Opportunity • Aug 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to €688. The fair value is estimated to be €566, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.Declared Dividend • Aug 12Fourth quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th August 2024 Payment date: 3rd September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 26%.공시 • Aug 02KLA Corporation Declares Regular Cash Dividend, Payable on Sept. 3, 2024The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.45 per share on its common stock, payable on Sept. 3, 2024 to KLA shareholders of record as of the close of business on Aug. 15, 2024.Reported Earnings • Jul 25Full year 2024 earnings released: EPS: US$20.41 (vs US$24.29 in FY 2023)Full year 2024 results: EPS: US$20.41 (down from US$24.29 in FY 2023). Revenue: US$9.81b (down 6.5% from FY 2023). Net income: US$2.76b (down 19% from FY 2023). Profit margin: 28% (down from 32% in FY 2023). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jul 25KLA Corporation Provides Earnings Guidance for the First Quarter Ending September 30, 2024KLA Corporation provided earnings guidance for the first quarter ending September 30, 2024. The company’s total revenues is expected to be in a range of $2.75 billion +/- $150 million and GAAP net income per diluted share to be in a range of $6.09 to $7.29.공시 • Jul 04KLA Corporation to Report Q4, 2024 Results on Jul 24, 2024KLA Corporation announced that they will report Q4, 2024 results After-Market on Jul 24, 2024Declared Dividend • May 13Third quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 14th May 2024 Payment date: 31st May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 25%.공시 • May 03The KLA Corporation Declares Quarterly Cash Dividend, Payable on May 31, 2024The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.45 per share on its common stock, payable on May 31, 2024 to the company shareholders of record as of the close of business on May 15, 2024.공시 • Apr 27+ 1 more updateKLA Corporation Reports Consolidated Impairment Charges for the Third Quarter Ended March 31, 2024KLA Corporation reported consolidated impairment charges for the third quarter ended March 31, 2024. For the period, the company reported Impairment of goodwill was $70,474,000.Reported Earnings • Apr 26Third quarter 2024 earnings released: EPS: US$4.46 (vs US$5.06 in 3Q 2023)Third quarter 2024 results: EPS: US$4.46 (down from US$5.06 in 3Q 2023). Revenue: US$2.36b (down 3.0% from 3Q 2023). Net income: US$601.5m (down 14% from 3Q 2023). Profit margin: 26% (down from 29% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.Buy Or Sell Opportunity • Apr 24Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €606. The fair value is estimated to be €495, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.공시 • Apr 05KLA Corporation to Report Q3, 2024 Results on Apr 25, 2024KLA Corporation announced that they will report Q3, 2024 results After-Market on Apr 25, 2024Declared Dividend • Feb 12Second quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th February 2024 Payment date: 1st March 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 25%.공시 • Feb 08KLA Corporation Declares Quarterly Regular Cash Dividend, Payable on March 1, 2024The KLA Corporation Board of Directors of KLA Corporation announced that its Board of Directors announced a quarterly cash dividend of $1.45 per share on its common stock, payable on March 1, 2024, to KLA shareholders of record as of the close of business on February 19, 2024.Buy Or Sell Opportunity • Feb 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €558. The fair value is estimated to be €462, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.New Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (84% net debt to equity). Share price has been volatile over the past 3 months (4.0% average weekly change).Reported Earnings • Jan 26Second quarter 2024 earnings released: EPS: US$4.30 (vs US$6.93 in 2Q 2023)Second quarter 2024 results: EPS: US$4.30 (down from US$6.93 in 2Q 2023). Revenue: US$2.49b (down 17% from 2Q 2023). Net income: US$582.5m (down 41% from 2Q 2023). Profit margin: 23% (down from 33% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.공시 • Jan 26KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal 2024KLA Corporation provided earnings guidance for the third quarter of fiscal 2024 ending in March. For the quarter, company expects total revenues is expected to be in a range of $2.30 billion +/- $125 million. GAAP gross margin is expected to be in a range of 59.4% +/- 1.0%. GAAP diluted EPS is expected to be in a range of $4.93 +/- $0.60.공시 • Jan 05KLA Corporation to Report Q2, 2024 Results on Jan 25, 2024KLA Corporation announced that they will report Q2, 2024 results After-Market on Jan 25, 2024공시 • Nov 03The KLS Corporation Declares Quarterly Cash Dividend, Payable on Dec. 1, 2023The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.45 per share on its common stock, payable on Dec. 1, 2023, to KLA shareholders of record as of the close of business on Nov. 15, 2023.Reported Earnings • Oct 27First quarter 2024 earnings released: EPS: US$5.44 (vs US$7.23 in 1Q 2023)First quarter 2024 results: EPS: US$5.44 (down from US$7.23 in 1Q 2023). Revenue: US$2.40b (down 12% from 1Q 2023). Net income: US$741.4m (down 28% from 1Q 2023). Profit margin: 31% (down from 38% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.공시 • Oct 26KLA Corporation Provides Earnings Guidance for the Second Quarter of Fiscal 2024KLA Corporation provided earnings guidance for the second quarter of fiscal 2024. For the year, total revenues is expected to be in a range of $2.45 billion +/- $125 million. GAAP gross margin is expected to be in a range of 59.6% +/- 1.0% and GAAP diluted EPS is expected to be in a range of $5.54 +/- $0.60.New Risk • Oct 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 4.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (4.7% average weekly change). Minor Risk High level of debt (91% net debt to equity).공시 • Oct 05KLA Corporation to Report Q1, 2024 Results on Oct 25, 2023KLA Corporation announced that they will report Q1, 2024 results After-Market on Oct 25, 2023공시 • Sep 22KLA Corporation, Annual General Meeting, Nov 01, 2023KLA Corporation, Annual General Meeting, Nov 01, 2023, at 12:00 Pacific Standard Time. Location: Plus Building of our Milpitas headquarters, located at One Technology Drive, Milpitas,California 95035 Milpitas California United States Agenda: To elect the ten candidates nominated by our Board of Directors to serve as directors for one-year terms, each until his or her successor is duly elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending June 30, 2024; to approve on a non-binding, advisory basis our named executive officer compensation; to approve on a non-binding, advisory basis the recommended frequency of future stockholder votes to approve our named executive officer compensation; to approve our 2023 Incentive Award Plan; and to consider other matters if any.공시 • Sep 06KLA Corporation Announces Increase in Quarterly Dividend LevelKLA Corporation is announcing an increase in the quarterly dividend level to $1.45 per share from $1.30 per share, the fourteenth consecutive annual increase in the quarterly dividend level for KLA. The declaration and payment of future dividends is subject to the Board's discretion and will depend on financial and legal requirements and other considerations.공시 • Aug 04KLA Corporation Declares Quarterly Cash Dividend, Payable on September 1, 2023The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.30 per share on its common stock, payable on September 1, 2023, to KLA shareholders of record as of the close of business on August 15, 2023.공시 • Jul 28Kla Corporation Provides Earnings Guidance for the Year 2024KLA Corporation provided earnings guidance for the year 2024. For the period, the company expects Total revenues is expected to be in a range of $2.35 billion +/- $125 million. GAAP diluted EPS is expected to be in a range of $5.02 +/- $0.60.Reported Earnings • Jul 28Full year 2023 earnings released: EPS: US$24.29 (vs US$22.07 in FY 2022)Full year 2023 results: EPS: US$24.29 (up from US$22.07 in FY 2022). Revenue: US$10.5b (up 14% from FY 2022). Net income: US$3.39b (up 2.0% from FY 2022). Profit margin: 32% (down from 36% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 39% per year.공시 • Jul 25KLA Corporation Elected Michael McMullen to the Board, Effective ImmediatelyOn July 24, 2023, the Board of Directors (the “Board”) of KLA Corporation (the “Company”) elected Michael McMullen to the Board, effective immediately. Mr. McMullen has served as the President, since 2014, and Chief Executive Officer, since 2015, of Agilent Technologies Inc. (“Agilent”), a global leader in life sciences, diagnostics and applied chemical markets, providing application focused solutions that include instruments, software, services and consumables for the entire laboratory workflow. In his thirty-year career at Agilent, Mr. McMullen held various leadership positions. The Board also appointed Mr. McMullen to the Compensation and Talent Committee of the Board, effective immediately. Mr. McMullen will receive a prorated grant of restricted stock units pursuant to the Company’s 2004 Equity Incentive Plan for his service on the Board through the next annual meeting of stockholders and will be entitled to receive a prorated portion of the annual cash retainer paid by the Company to independent members of the Board and members of the Compensation and Talent Committee for their service pursuant to the Company’s current outside director compensation program.공시 • Jun 29KLA Corporation to Report Q4, 2023 Results on Jul 27, 2023KLA Corporation announced that they will report Q4, 2023 results After-Market on Jul 27, 2023공시 • May 06KLA Corporation Declares Regular Cash Dividend, Payable on June 1, 2023The KLA Corporation board of directors declared a quarterly cash dividend of $1.30 per share on its common stock, payable on June 1, 2023, to KLA shareholders of record as of the close of business on May 15, 2023.Reported Earnings • Apr 28Third quarter 2023 earnings released: EPS: US$5.06 (vs US$4.87 in 3Q 2022)Third quarter 2023 results: EPS: US$5.06. Revenue: US$2.43b (up 6.3% from 3Q 2022). Net income: US$697.8m (down 4.5% from 3Q 2022). Profit margin: 29% (down from 32% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director Marie Myers was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.공시 • Feb 03KLA Corporation Declares Quarterly Cash Dividend, payable on March 1, 2023KLA Corporation board of directors declared a quarterly cash dividend of $1.30 per share on its common stock, payable on March 1, 2023, to KLA shareholders of record as of the close of business on February 13, 2023.Reported Earnings • Jan 27Second quarter 2023 earnings released: EPS: US$6.93 (vs US$4.74 in 2Q 2022)Second quarter 2023 results: EPS: US$6.93 (up from US$4.74 in 2Q 2022). Revenue: US$2.98b (up 27% from 2Q 2022). Net income: US$978.8m (up 36% from 2Q 2022). Profit margin: 33% (up from 31% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.공시 • Jan 27KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Year 2023KLA Corporation provided earnings guidance for the third quarter of fiscal year 2023. For the quarter, the company’s total revenues between $2,200 million to $2,500 million and GAAP diluted EPS attributable to the company is expected to be in a range of $4.06 to $5.46.공시 • Jan 06KLA Corporation to Report Q2, 2023 Results on Jan 26, 2023KLA Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 26, 2023Recent Insider Transactions • Dec 18Independent Director recently sold €191k worth of stockOn the 13th of December, Jeneanne Hanley sold around 500 shares on-market at roughly €382 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.0m. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.공시 • Dec 07KLA Corporation Launches Revolutionary X-Ray Metrology SystemKLA Corporation announced the launch of the revolutionary Axion® T2000 X-ray metrology system for advanced memory chip manufacturers. Fabrication of 3D NAND and DRAM chips involves precise formation of extremely tall structures with deep, narrow holes and trenches, and other intricate architectural shapes – all requiring control at the nanoscale level. The Axion T2000 features patented technologies that power its ability to measure high aspect ratio device features with an unprecedented combination of resolution, accuracy, precision and speed. By discovering the small shape anomalies that can impact memory chip performance, the Axion T2000 helps ensure successful production of the memory chips used in applications such as 5G, artificial intelligence (AI), data centers and edge computing. The Axion T2000 is a CD-SAXS (critical-dimension small angle X-ray scattering) system, leveraging industry-unique X-ray technologies to produce high-resolution measurements of critical dimensions and 3D shapes of memory device features. A high flux source provides X-rays that transmit through the entire vertical memory structure, regardless of how tall it is today or will be in the future, enabling measurement of complex device shapes. A stage with dynamic range helps to obtain diffraction images at multiple angles to render rich 3D geometrical information. Novel AcuShape® algorithms facilitate measurement of many critical device parameters and extraction of subtle variations that can affect final memory chip functionality. With these innovations, the Axion T2000 non-destructively produces the dimensional metrology data needed to help memory manufacturers optimize, monitor and control key process steps inline.이익 및 매출 성장 예측WBAG:KLAC - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202921,7009,0347,4788,12056/30/202820,0537,8506,6937,218176/30/202717,1266,4315,8125,944266/30/202613,5184,7144,6634,814273/31/202613,0974,6714,0104,402N/A12/31/202512,7454,5584,3774,766N/A9/30/202512,5244,2373,8734,248N/A6/30/202512,1564,0623,7424,082N/A3/31/202511,5503,6953,5143,810N/A12/31/202410,8473,2083,3623,647N/A9/30/202410,2572,9663,1503,420N/A6/30/20249,8122,7623,0313,309N/A3/31/20249,5992,6103,0803,375N/A12/31/20239,6712,7063,1683,476N/A9/30/202310,1693,1033,2173,542N/A6/30/202310,4963,3873,3283,670N/A3/31/202310,6283,5083,1943,530N/A12/31/202210,4843,5412,9863,338N/A9/30/20229,8523,2793,1383,460N/A6/30/20229,2123,3223,0053,313N/A3/31/20228,6513,1492,6702,959N/A12/31/20218,1662,9862,5362,786N/A9/30/20217,4642,7262,2922,537N/A6/30/20216,9192,0781,9532,185N/A3/31/20216,4531,8571,9542,172N/A12/31/20206,0731,3681,7681,968N/A9/30/20205,9321,2911,6191,795N/A6/30/20205,8061,2171,6261,779N/A3/31/20205,6051,0231,4851,651N/A12/31/20195,2791,138N/A1,373N/A9/30/20194,8891,126N/A1,267N/A6/30/20194,5691,176N/A1,153N/A3/31/20194,3801,307N/A1,201N/A12/31/20184,3041,421N/A1,390N/A9/30/20184,160917N/A1,237N/A6/30/20184,037802N/A1,229N/A3/31/20183,905710N/A1,318N/A12/31/20173,798656N/A1,190N/A9/30/20173,6991,029N/A1,284N/A6/30/20173,480926N/A1,080N/A3/31/20173,461941N/A971N/A12/31/20163,259864N/A858N/A9/30/20163,093778N/A736N/A6/30/20162,984704N/A760N/A3/31/20162,822575N/A723N/A12/31/20152,848531N/A854N/A9/30/20152,814399N/A765N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: KLAC 의 연간 예상 수익 증가율(20%)이 saving rate(2.3%)보다 높습니다.수익 vs 시장: KLAC 의 연간 수익(20%)이 Austrian 시장(11.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: KLAC 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: KLAC 의 수익(연간 14.6%)이 Austrian 시장(연간 4.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: KLAC 의 수익(연간 14.6%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: KLAC의 자본 수익률은 3년 후 68.1%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/07/12 00:33종가2026/07/10 00:00수익2026/03/31연간 수익2025/06/30데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델에 대한 세부 정보는 당사의 Github 페이지에서 확인하실 수 있으며, 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스KLA Corporation는 46명의 분석가가 다루고 있습니다. 이 중 26명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James KelleherArgus Research CompanyThomas O'MalleyBarclaysChristopher MuseBarclays43명의 분석가 더 보기
공시 • May 02Kla Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending in June 30, 2026KLA Corporation provided earnings guidance for the fourth quarter of fiscal year ending in June 30, 2026. For the period, the company total revenues are expected to be in a range of $3.575 billion +/- $200 million and GAAP diluted EPS is expected to be in a range of $9.66+/- $1.00.
공시 • Jan 30KLA Corporation Provides Earnings Guidance for the Third Quarter Ending March 31, 2026KLA Corporation provided earnings guidance for the third quarter ending March 31, 2026. For the quarter, the company total revenues are expected to be in a range of $3.35 billion +/- $150 million; GAAP net income per diluted share of $8.07 to $9.63.
공시 • Oct 30KLA Corporation Provides Earnings Guidance for Second Quarter Ending December 31, 2025KLA Corporation provided earnings guidance for second quarter ending December 31, 2025. For the period Total revenues are expected to be in a range of $3.225 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.46 +/- $0.78.
공시 • Aug 01KLA Corporation Provides Earnings Guidance for the First Quarter of Fiscal Year 2026KLA Corporation provided earnings guidance for the first quarter of fiscal year 2026. Total revenues are expected to be in a range of $3.15 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.28 +/- $0.77. GAAP net income per diluted share to be in the range of $7.51 to $9.05.
공시 • Jan 31KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Ending March 2025KLA Corporation provided earnings guidance for the third quarter of fiscal ending March 2025. The company expects total revenues is expected to be in a range of $3.0 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.77 +/- $0.60.
공시 • Nov 02KLA Corporation Provides Earnings Guidance for the Second Quarter Ending December 2024KLA Corporation provided earnings guidance for the second quarter ending December 2024. The company expects total revenues is expected to be in a range of $2.95 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.45 +/- $0.60.
Recent Insider Transactions • Jul 03Executive VP recently sold €3.6m worth of stockOn the 1st of July, Mary Wilkinson sold around 14k shares on-market at roughly €250 per share. This transaction amounted to 100% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €6.9m. Insiders have been net sellers, collectively disposing of €12m more than they bought in the last 12 months.
공시 • Jul 03KLA Corporation to Report Q4, 2026 Results on Jul 28, 2026KLA Corporation announced that they will report Q4, 2026 results After-Market on Jul 28, 2026
Valuation Update With 7 Day Price Move • Jun 30Investor sentiment improves as stock rises 21%After last week's 21% share price gain to €258, the stock trades at a forward P/E ratio of 60x. Average forward P/E is 39x in the Semiconductor industry in Europe. Total returns to shareholders of 494% over the past three years.
Valuation Update With 7 Day Price Move • Jun 12Investor sentiment improves as stock rises 24%After last week's 24% share price gain to €216, the stock trades at a forward P/E ratio of 53x. Average forward P/E is 40x in the Semiconductor industry in Europe. Total returns to shareholders of 415% over the past three years.
New Risk • May 20New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.0% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.0% average weekly change). Minor Risk Significant insider selling over the past 3 months (€8.3m sold).
Board Change • May 19High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Recent Insider Transactions • May 19President recently sold €6.9m worth of stockOn the 12th of May, Richard Wallace sold around 5k shares on-market at roughly €1,530 per share. This transaction amounted to 20% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.
공시 • May 09KLA Corporation announces Quarterly dividend, payable on June 02, 2026KLA Corporation announced Quarterly dividend of USD 2.3000 per share payable on June 02, 2026, ex-date on May 18, 2026 and record date on May 18, 2026.
공시 • May 02Kla Corporation Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending in June 30, 2026KLA Corporation provided earnings guidance for the fourth quarter of fiscal year ending in June 30, 2026. For the period, the company total revenues are expected to be in a range of $3.575 billion +/- $200 million and GAAP diluted EPS is expected to be in a range of $9.66+/- $1.00.
Reported Earnings • Apr 30Third quarter 2026 earnings released: EPS: US$9.17 (vs US$8.21 in 3Q 2025)Third quarter 2026 results: EPS: US$9.17 (up from US$8.21 in 3Q 2025). Revenue: US$3.42b (up 12% from 3Q 2025). Net income: US$1.20b (up 10% from 3Q 2025). Profit margin: 35% (in line with 3Q 2025). Revenue is forecast to grow 14% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 18% per year but the company’s share price has increased by 64% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Apr 14Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €1,513, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 27x in the Semiconductor industry in Europe. Total returns to shareholders of 359% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €739 per share.
공시 • Mar 12KLA Corporation Announces an Increase in the Quarterly DividendKLA Corporation announced an increase in the quarterly dividend level to $2.30 per share from $1.90 per share, the 17th consecutive annual increase in the quarterly dividend for KLA. The declaration and payment of future dividends is subject to the Board's discretion and will depend on financial and legal requirements and other considerations.
Declared Dividend • Feb 16Second quarter dividend of US$1.90 announcedShareholders will receive a dividend of US$1.90. Ex-date: 17th February 2026 Payment date: 3rd March 2026 Dividend yield will be 0.6%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 23%.
Valuation Update With 7 Day Price Move • Feb 06Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €1,125, the stock trades at a forward P/E ratio of 33x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €679 per share.
공시 • Feb 06KLA Corporation Declares Regular Quarterly Cash Dividend, Payable on March 3, 2026The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on March 3, 2026 to KLA shareholders of record as of the close of business on February 17, 2026.
Reported Earnings • Jan 30Second quarter 2026 earnings released: EPS: US$8.73 (vs US$6.18 in 2Q 2025)Second quarter 2026 results: EPS: US$8.73 (up from US$6.18 in 2Q 2025). Revenue: US$3.30b (up 7.2% from 2Q 2025). Net income: US$1.15b (up 39% from 2Q 2025). Profit margin: 35% (up from 27% in 2Q 2025). The increase in margin was primarily driven by higher revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 47% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 30KLA Corporation Provides Earnings Guidance for the Third Quarter Ending March 31, 2026KLA Corporation provided earnings guidance for the third quarter ending March 31, 2026. For the quarter, the company total revenues are expected to be in a range of $3.35 billion +/- $150 million; GAAP net income per diluted share of $8.07 to $9.63.
Valuation Update With 7 Day Price Move • Jan 15Investor sentiment improves as stock rises 19%After last week's 19% share price gain to €1,348, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 24x in the Semiconductor industry in Europe. Total returns to shareholders of 271% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €584 per share.
공시 • Jan 08KLA Corporation to Report Q2, 2026 Results on Jan 29, 2026KLA Corporation announced that they will report Q2, 2026 results After-Market on Jan 29, 2026
Board Change • Jan 06High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 10High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
Board Change • Dec 01High number of new directorsThere are 5 new directors who have joined the board in the last 3 years. Independent Director Tracy Embree was the last director to join the board, commencing their role in 2025. The company’s lack of board continuity is considered a risk according to the Simply Wall St Risk Model.
공시 • Nov 08KLA Corporation Appoints Michael McMullen Chair of the Compensation and Talent CommitteeKLA Corporation announced that on November 5, 2025, Michael McMullen was appointed Chair of the Compensation and Talent Committee, replacing Gary Moore.
공시 • Nov 07KLA Corporation Declares Regular Cash Dividend, Payable on December 2, 2025The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on Dec. 2, 2025 to KLA shareholders of record as of the close of business on Nov. 17, 2025.
Reported Earnings • Oct 30First quarter 2026 earnings released: EPS: US$8.51 (vs US$7.05 in 1Q 2025)First quarter 2026 results: EPS: US$8.51 (up from US$7.05 in 1Q 2025). Revenue: US$3.21b (up 13% from 1Q 2025). Net income: US$1.12b (up 19% from 1Q 2025). Profit margin: 35% (up from 33% in 1Q 2025). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.6% p.a. on average during the next 3 years, compared to a 9.1% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 9% per year but the company’s share price has increased by 48% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 30KLA Corporation Provides Earnings Guidance for Second Quarter Ending December 31, 2025KLA Corporation provided earnings guidance for second quarter ending December 31, 2025. For the period Total revenues are expected to be in a range of $3.225 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.46 +/- $0.78.
New Risk • Oct 08New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. This is currently the only risk that has been identified for the company.
공시 • Oct 04KLA Corporation to Report Q1, 2026 Results on Oct 29, 2025KLA Corporation announced that they will report Q1, 2026 results After-Market on Oct 29, 2025
공시 • Sep 24KLA Corporation, Annual General Meeting, Nov 05, 2025KLA Corporation, Annual General Meeting, Nov 05, 2025. Location: one technology drive, milpitas, california 95035, United States
Declared Dividend • Aug 13Fourth quarter dividend of US$1.90 announcedShareholders will receive a dividend of US$1.90. Ex-date: 18th August 2025 Payment date: 3rd September 2025 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.
공시 • Aug 08+ 1 more updateKLA Corporation Declares Quarterly Cash Dividend, Payable on September 3, 2025The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.90 per share on its common stock, payable on September 3, 2025 to KLA shareholders of record as of the close of business on August 18, 2025.
Reported Earnings • Aug 01Full year 2025 earnings released: EPS: US$30.53 (vs US$20.41 in FY 2024)Full year 2025 results: EPS: US$30.53 (up from US$20.41 in FY 2024). Revenue: US$12.2b (up 24% from FY 2024). Net income: US$4.06b (up 47% from FY 2024). Profit margin: 33% (up from 28% in FY 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.5% p.a. on average during the next 3 years, compared to a 8.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 5% per year but the company’s share price has increased by 26% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Aug 01KLA Corporation Provides Earnings Guidance for the First Quarter of Fiscal Year 2026KLA Corporation provided earnings guidance for the first quarter of fiscal year 2026. Total revenues are expected to be in a range of $3.15 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $8.28 +/- $0.77. GAAP net income per diluted share to be in the range of $7.51 to $9.05.
공시 • Jul 10KLA Corporation to Report Q4, 2025 Results on Jul 31, 2025KLA Corporation announced that they will report Q4, 2025 results After-Market on Jul 31, 2025
New Risk • May 27New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 7.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (7.7% average weekly change). Minor Risk High level of debt (46% net debt to equity).
Valuation Update With 7 Day Price Move • May 13Investor sentiment improves as stock rises 17%After last week's 17% share price gain to €707, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 16x in the Semiconductor industry in Europe. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €511 per share.
Buy Or Sell Opportunity • May 08Now 21% overvaluedOver the last 90 days, the stock has fallen 14% to €623. The fair value is estimated to be €513, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 4.8% over the last 3 years, while earnings per share has been flat. For the next 3 years, revenue is forecast to grow by 6.0% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
공시 • May 02KLA Corporation Appoints Jamie E. Samath to its Board and Audit Committee, Effective April 30, 2025KLA Corporation announced on April 30, 2025, the Board of Directors of the company appointed Jamie E. Samath to the Board, effective immediately. Mr. Samath has served as Executive Vice President, Chief Financial Officer and Head of Business Technology, since January 1, 2025, at Intuitive Surgical Inc. In his over 12 years with Intuitive, Mr. Samath’s scope and responsibilities have expanded across Intuitive’s financial and business functions. Mr. Samath assumed the role of Intuitive’s Chief Financial Officer in 2022 and became Head of Business Technology in 2024, which includes oversight of information technology, real estate and workplace services, and purchasing. The Board also appointed Mr. Samath to the Audit Committee of the Board, effective immediately.
Reported Earnings • May 02Third quarter 2025 earnings released: EPS: US$8.21 (vs US$4.46 in 3Q 2024)Third quarter 2025 results: EPS: US$8.21 (up from US$4.46 in 3Q 2024). Revenue: US$3.06b (up 30% from 3Q 2024). Net income: US$1.09b (up 81% from 3Q 2024). Profit margin: 36% (up from 26% in 3Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 6.1% p.a. on average during the next 3 years, compared to a 9.4% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 24% per year, which means it is tracking significantly ahead of earnings growth.
공시 • May 01+ 2 more updatesKLA Corporation (NasdaqGS:KLAC) announces an Equity Buyback for $5,000 million worth of its shares.KLA Corporation (NasdaqGS:KLAC) announces a share repurchase program. Under the program, the company will repurchase up to $5,000 million worth of its common stock.
공시 • Apr 11KLA Corporation to Report Q3, 2025 Results on Apr 30, 2025KLA Corporation announced that they will report Q3, 2025 results After-Market on Apr 30, 2025
공시 • Feb 14KLA Corporation Declares Regular Quarterly Cash Dividend, Payable on March 4, 2025The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.70 per share on its common stock, payable on March 4, 2025 to KLA shareholders of record as of the close of business on Feb. 24, 2025.
Board Change • Feb 06Insufficient new directorsThere is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 2 experienced directors. 6 highly experienced directors. Independent Director Mike McMullen was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model.
Reported Earnings • Jan 31Second quarter 2025 earnings released: EPS: US$6.18 (vs US$4.30 in 2Q 2024)Second quarter 2025 results: EPS: US$6.18 (up from US$4.30 in 2Q 2024). Revenue: US$3.08b (up 24% from 2Q 2024). Net income: US$824.5m (up 42% from 2Q 2024). Profit margin: 27% (up from 23% in 2Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 7.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 1% per year but the company’s share price has increased by 31% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 31KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Ending March 2025KLA Corporation provided earnings guidance for the third quarter of fiscal ending March 2025. The company expects total revenues is expected to be in a range of $3.0 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.77 +/- $0.60.
공시 • Nov 16KLA Corporation Announces Transition of Oreste Donzella to the Role of Part-Time Senior Advisor to the Company Beginning on April 14, 2025On November 15, 2024, KLA Corporation and Oreste Donzella, Executive Vice President and Chief Strategy Officer, agreed that Mr. Donzella will transition to the role of part-time senior advisor to the Company beginning on April 14, 2025 (the “Effective Date”) and ending on August 16, 2026 (the “Advisor Period”). Mr. Donzella will remain as the Company’s Chief Strategy Officer until April 13, 2025, during which time, Mr. Donzella will assist the Company with transitioning his current duties and responsibilities. Prior to the Effective Date, there will be no changes to Mr. Donzella’s employment terms, including his compensation or other benefits.
공시 • Nov 08KLA Corporation Declares Regular Quarterly Cash Dividend, Payable on December 3, 2024The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.70 per share on its common stock, payable on December 3, 2024 to KLA shareholders of record as of the close of business on November 18, 2024.
공시 • Nov 02KLA Corporation Provides Earnings Guidance for the Second Quarter Ending December 2024KLA Corporation provided earnings guidance for the second quarter ending December 2024. The company expects total revenues is expected to be in a range of $2.95 billion +/- $150 million. GAAP diluted EPS is expected to be in a range of $7.45 +/- $0.60.
Reported Earnings • Nov 01First quarter 2025 earnings released: EPS: US$7.05 (vs US$5.44 in 1Q 2024)First quarter 2025 results: EPS: US$7.05 (up from US$5.44 in 1Q 2024). Revenue: US$2.84b (up 19% from 1Q 2024). Net income: US$945.9m (up 28% from 1Q 2024). Profit margin: 33% (up from 31% in 1Q 2024). The increase in margin was driven by higher revenue. Revenue is forecast to grow 8.9% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 2% per year but the company’s share price has increased by 20% per year, which means it is tracking significantly ahead of earnings growth.
Valuation Update With 7 Day Price Move • Oct 21Investor sentiment deteriorates as stock falls 17%After last week's 17% share price decline to €627, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Semiconductor industry in Europe. Total returns to shareholders of 117% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €622 per share.
Buy Or Sell Opportunity • Oct 14Now 22% overvaluedOver the last 90 days, the stock has fallen 4.8% to €754. The fair value is estimated to be €617, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 9.3% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공시 • Oct 10KLA Corporation to Report Q1, 2025 Results on Oct 30, 2024KLA Corporation announced that they will report Q1, 2025 results After-Market on Oct 30, 2024
공시 • Sep 25KLA Corporation, Annual General Meeting, Nov 06, 2024KLA Corporation, Annual General Meeting, Nov 06, 2024. Location: plus building,milpitas headquarters, located at one technology drive, california 95035, milpitas United States
Buy Or Sell Opportunity • Sep 12Now 21% overvaluedOver the last 90 days, the stock has fallen 15% to €650. The fair value is estimated to be €539, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
공시 • Sep 04KLA Corporation Announces Increase in Quarterly DividendKLA Corporation announced a 17% increase in the quarterly dividend level to $1.70 per share from $1.45 per share beginning with the quarterly dividend expected to be declared in November 2024, the fifteenth consecutive annual increase in the quarterly dividend level for KLA. The declaration and payment of future dividends is subject to the Board's discretion and will depend on financial and legal requirements and other considerations.
New Risk • Aug 25New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 5.9% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (5.9% average weekly change). Minor Risk High level of debt (63% net debt to equity).
Buy Or Sell Opportunity • Aug 12Now 22% overvalued after recent price riseOver the last 90 days, the stock has risen 2.7% to €688. The fair value is estimated to be €566, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 9.9% over the last 3 years. Earnings per share has grown by 6.5%. For the next 3 years, revenue is forecast to grow by 9.6% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
Declared Dividend • Aug 12Fourth quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th August 2024 Payment date: 3rd September 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 26%.
공시 • Aug 02KLA Corporation Declares Regular Cash Dividend, Payable on Sept. 3, 2024The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.45 per share on its common stock, payable on Sept. 3, 2024 to KLA shareholders of record as of the close of business on Aug. 15, 2024.
Reported Earnings • Jul 25Full year 2024 earnings released: EPS: US$20.41 (vs US$24.29 in FY 2023)Full year 2024 results: EPS: US$20.41 (down from US$24.29 in FY 2023). Revenue: US$9.81b (down 6.5% from FY 2023). Net income: US$2.76b (down 19% from FY 2023). Profit margin: 28% (down from 32% in FY 2023). Revenue is forecast to grow 9.6% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 6% per year but the company’s share price has increased by 39% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jul 25KLA Corporation Provides Earnings Guidance for the First Quarter Ending September 30, 2024KLA Corporation provided earnings guidance for the first quarter ending September 30, 2024. The company’s total revenues is expected to be in a range of $2.75 billion +/- $150 million and GAAP net income per diluted share to be in a range of $6.09 to $7.29.
공시 • Jul 04KLA Corporation to Report Q4, 2024 Results on Jul 24, 2024KLA Corporation announced that they will report Q4, 2024 results After-Market on Jul 24, 2024
Declared Dividend • May 13Third quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 14th May 2024 Payment date: 31st May 2024 Dividend yield will be 0.8%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 25%.
공시 • May 03The KLA Corporation Declares Quarterly Cash Dividend, Payable on May 31, 2024The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.45 per share on its common stock, payable on May 31, 2024 to the company shareholders of record as of the close of business on May 15, 2024.
공시 • Apr 27+ 1 more updateKLA Corporation Reports Consolidated Impairment Charges for the Third Quarter Ended March 31, 2024KLA Corporation reported consolidated impairment charges for the third quarter ended March 31, 2024. For the period, the company reported Impairment of goodwill was $70,474,000.
Reported Earnings • Apr 26Third quarter 2024 earnings released: EPS: US$4.46 (vs US$5.06 in 3Q 2023)Third quarter 2024 results: EPS: US$4.46 (down from US$5.06 in 3Q 2023). Revenue: US$2.36b (down 3.0% from 3Q 2023). Net income: US$601.5m (down 14% from 3Q 2023). Profit margin: 26% (down from 29% in 3Q 2023). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 13% per year but the company’s share price has increased by 33% per year, which means it is tracking significantly ahead of earnings growth.
Buy Or Sell Opportunity • Apr 24Now 22% overvaluedThe stock has been flat over the last 90 days, currently trading at €606. The fair value is estimated to be €495, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.9% per annum. Earnings are also forecast to grow by 15% per annum over the same time period.
공시 • Apr 05KLA Corporation to Report Q3, 2024 Results on Apr 25, 2024KLA Corporation announced that they will report Q3, 2024 results After-Market on Apr 25, 2024
Declared Dividend • Feb 12Second quarter dividend of US$1.45 announcedShareholders will receive a dividend of US$1.45. Ex-date: 15th February 2024 Payment date: 1st March 2024 Dividend yield will be 0.9%, which is lower than the industry average of 1.2%. Payout Ratios Payout ratio: 27%. Cash payout ratio: 25%.
공시 • Feb 08KLA Corporation Declares Quarterly Regular Cash Dividend, Payable on March 1, 2024The KLA Corporation Board of Directors of KLA Corporation announced that its Board of Directors announced a quarterly cash dividend of $1.45 per share on its common stock, payable on March 1, 2024, to KLA shareholders of record as of the close of business on February 19, 2024.
Buy Or Sell Opportunity • Feb 03Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 20% to €558. The fair value is estimated to be €462, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 17% over the last 3 years. Earnings per share has grown by 22%. For the next 3 years, revenue is forecast to grow by 8.4% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
New Risk • Jan 27New minor risk - Share price stabilityThe company's share price has been volatile over the past 3 months. It is more volatile than 75% of Austrian stocks, typically moving 4.0% a week. This is considered a minor risk. Share price volatility indicates the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. It also increases the risk of potential losses in the short term as the stock tends to have larger drops in price more frequently than other stocks. Currently, the following risks have been identified for the company: Minor Risks High level of debt (84% net debt to equity). Share price has been volatile over the past 3 months (4.0% average weekly change).
Reported Earnings • Jan 26Second quarter 2024 earnings released: EPS: US$4.30 (vs US$6.93 in 2Q 2023)Second quarter 2024 results: EPS: US$4.30 (down from US$6.93 in 2Q 2023). Revenue: US$2.49b (down 17% from 2Q 2023). Net income: US$582.5m (down 41% from 2Q 2023). Profit margin: 23% (down from 33% in 2Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 8.3% p.a. on average during the next 3 years, compared to a 10% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 22% per year but the company’s share price has increased by 34% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Jan 26KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal 2024KLA Corporation provided earnings guidance for the third quarter of fiscal 2024 ending in March. For the quarter, company expects total revenues is expected to be in a range of $2.30 billion +/- $125 million. GAAP gross margin is expected to be in a range of 59.4% +/- 1.0%. GAAP diluted EPS is expected to be in a range of $4.93 +/- $0.60.
공시 • Jan 05KLA Corporation to Report Q2, 2024 Results on Jan 25, 2024KLA Corporation announced that they will report Q2, 2024 results After-Market on Jan 25, 2024
공시 • Nov 03The KLS Corporation Declares Quarterly Cash Dividend, Payable on Dec. 1, 2023The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.45 per share on its common stock, payable on Dec. 1, 2023, to KLA shareholders of record as of the close of business on Nov. 15, 2023.
Reported Earnings • Oct 27First quarter 2024 earnings released: EPS: US$5.44 (vs US$7.23 in 1Q 2023)First quarter 2024 results: EPS: US$5.44 (down from US$7.23 in 1Q 2023). Revenue: US$2.40b (down 12% from 1Q 2023). Net income: US$741.4m (down 28% from 1Q 2023). Profit margin: 31% (down from 38% in 1Q 2023). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 5.4% p.a. on average during the next 3 years, compared to a 9.3% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 31% per year but the company’s share price has increased by 37% per year, which means it is tracking significantly ahead of earnings growth.
공시 • Oct 26KLA Corporation Provides Earnings Guidance for the Second Quarter of Fiscal 2024KLA Corporation provided earnings guidance for the second quarter of fiscal 2024. For the year, total revenues is expected to be in a range of $2.45 billion +/- $125 million. GAAP gross margin is expected to be in a range of 59.6% +/- 1.0% and GAAP diluted EPS is expected to be in a range of $5.54 +/- $0.60.
New Risk • Oct 22New major risk - Share price stabilityThe company's share price has been highly volatile over the past 3 months. It is more volatile than 90% of Austrian stocks, typically moving 4.7% a week. This is considered a major risk. Share price volatility increases the risk of potential losses in the short-term as the stock tends to have larger drops in price more frequently than other stocks. It may also indicate the stock is highly sensitive to market conditions or economic conditions rather than being sensitive to its own business performance, which may also be inconsistent. Currently, the following risks have been identified for the company: Major Risk Share price has been highly volatile over the past 3 months (4.7% average weekly change). Minor Risk High level of debt (91% net debt to equity).
공시 • Oct 05KLA Corporation to Report Q1, 2024 Results on Oct 25, 2023KLA Corporation announced that they will report Q1, 2024 results After-Market on Oct 25, 2023
공시 • Sep 22KLA Corporation, Annual General Meeting, Nov 01, 2023KLA Corporation, Annual General Meeting, Nov 01, 2023, at 12:00 Pacific Standard Time. Location: Plus Building of our Milpitas headquarters, located at One Technology Drive, Milpitas,California 95035 Milpitas California United States Agenda: To elect the ten candidates nominated by our Board of Directors to serve as directors for one-year terms, each until his or her successor is duly elected and qualified; to ratify the appointment of PricewaterhouseCoopers LLP as our independent registered public accounting firm for the fiscal year ending June 30, 2024; to approve on a non-binding, advisory basis our named executive officer compensation; to approve on a non-binding, advisory basis the recommended frequency of future stockholder votes to approve our named executive officer compensation; to approve our 2023 Incentive Award Plan; and to consider other matters if any.
공시 • Sep 06KLA Corporation Announces Increase in Quarterly Dividend LevelKLA Corporation is announcing an increase in the quarterly dividend level to $1.45 per share from $1.30 per share, the fourteenth consecutive annual increase in the quarterly dividend level for KLA. The declaration and payment of future dividends is subject to the Board's discretion and will depend on financial and legal requirements and other considerations.
공시 • Aug 04KLA Corporation Declares Quarterly Cash Dividend, Payable on September 1, 2023The KLA Corporation Board of Directors declared a quarterly cash dividend of $1.30 per share on its common stock, payable on September 1, 2023, to KLA shareholders of record as of the close of business on August 15, 2023.
공시 • Jul 28Kla Corporation Provides Earnings Guidance for the Year 2024KLA Corporation provided earnings guidance for the year 2024. For the period, the company expects Total revenues is expected to be in a range of $2.35 billion +/- $125 million. GAAP diluted EPS is expected to be in a range of $5.02 +/- $0.60.
Reported Earnings • Jul 28Full year 2023 earnings released: EPS: US$24.29 (vs US$22.07 in FY 2022)Full year 2023 results: EPS: US$24.29 (up from US$22.07 in FY 2022). Revenue: US$10.5b (up 14% from FY 2022). Net income: US$3.39b (up 2.0% from FY 2022). Profit margin: 32% (down from 36% in FY 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 3.4% p.a. on average during the next 3 years, compared to a 10.0% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 37% per year whereas the company’s share price has increased by 39% per year.
공시 • Jul 25KLA Corporation Elected Michael McMullen to the Board, Effective ImmediatelyOn July 24, 2023, the Board of Directors (the “Board”) of KLA Corporation (the “Company”) elected Michael McMullen to the Board, effective immediately. Mr. McMullen has served as the President, since 2014, and Chief Executive Officer, since 2015, of Agilent Technologies Inc. (“Agilent”), a global leader in life sciences, diagnostics and applied chemical markets, providing application focused solutions that include instruments, software, services and consumables for the entire laboratory workflow. In his thirty-year career at Agilent, Mr. McMullen held various leadership positions. The Board also appointed Mr. McMullen to the Compensation and Talent Committee of the Board, effective immediately. Mr. McMullen will receive a prorated grant of restricted stock units pursuant to the Company’s 2004 Equity Incentive Plan for his service on the Board through the next annual meeting of stockholders and will be entitled to receive a prorated portion of the annual cash retainer paid by the Company to independent members of the Board and members of the Compensation and Talent Committee for their service pursuant to the Company’s current outside director compensation program.
공시 • Jun 29KLA Corporation to Report Q4, 2023 Results on Jul 27, 2023KLA Corporation announced that they will report Q4, 2023 results After-Market on Jul 27, 2023
공시 • May 06KLA Corporation Declares Regular Cash Dividend, Payable on June 1, 2023The KLA Corporation board of directors declared a quarterly cash dividend of $1.30 per share on its common stock, payable on June 1, 2023, to KLA shareholders of record as of the close of business on May 15, 2023.
Reported Earnings • Apr 28Third quarter 2023 earnings released: EPS: US$5.06 (vs US$4.87 in 3Q 2022)Third quarter 2023 results: EPS: US$5.06. Revenue: US$2.43b (up 6.3% from 3Q 2022). Net income: US$697.8m (down 4.5% from 3Q 2022). Profit margin: 29% (down from 32% in 3Q 2022). The decrease in margin was driven by higher expenses. Revenue is forecast to grow 2.5% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.
Board Change • Mar 01Insufficient new directorsNo new directors have joined the board in the last 3 years. The company's board is composed of: No new directors. 3 experienced directors. 8 highly experienced directors. Independent Director Marie Myers was the last director to join the board, commencing their role in 2020. The following issues are considered to be risks according to the Simply Wall St Risk Model: Insufficient board refreshment.
공시 • Feb 03KLA Corporation Declares Quarterly Cash Dividend, payable on March 1, 2023KLA Corporation board of directors declared a quarterly cash dividend of $1.30 per share on its common stock, payable on March 1, 2023, to KLA shareholders of record as of the close of business on February 13, 2023.
Reported Earnings • Jan 27Second quarter 2023 earnings released: EPS: US$6.93 (vs US$4.74 in 2Q 2022)Second quarter 2023 results: EPS: US$6.93 (up from US$4.74 in 2Q 2022). Revenue: US$2.98b (up 27% from 2Q 2022). Net income: US$978.8m (up 36% from 2Q 2022). Profit margin: 33% (up from 31% in 2Q 2022). The increase in margin was driven by higher revenue. Revenue is forecast to grow 2.8% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe. Over the last 3 years on average, earnings per share has increased by 45% per year but the company’s share price has only increased by 35% per year, which means it is significantly lagging earnings growth.
공시 • Jan 27KLA Corporation Provides Earnings Guidance for the Third Quarter of Fiscal Year 2023KLA Corporation provided earnings guidance for the third quarter of fiscal year 2023. For the quarter, the company’s total revenues between $2,200 million to $2,500 million and GAAP diluted EPS attributable to the company is expected to be in a range of $4.06 to $5.46.
공시 • Jan 06KLA Corporation to Report Q2, 2023 Results on Jan 26, 2023KLA Corporation announced that they will report Q2, 2023 results at 4:00 PM, US Eastern Standard Time on Jan 26, 2023
Recent Insider Transactions • Dec 18Independent Director recently sold €191k worth of stockOn the 13th of December, Jeneanne Hanley sold around 500 shares on-market at roughly €382 per share. This transaction amounted to 15% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth €1.0m. Insiders have been net sellers, collectively disposing of €1.2m more than they bought in the last 12 months.
공시 • Dec 07KLA Corporation Launches Revolutionary X-Ray Metrology SystemKLA Corporation announced the launch of the revolutionary Axion® T2000 X-ray metrology system for advanced memory chip manufacturers. Fabrication of 3D NAND and DRAM chips involves precise formation of extremely tall structures with deep, narrow holes and trenches, and other intricate architectural shapes – all requiring control at the nanoscale level. The Axion T2000 features patented technologies that power its ability to measure high aspect ratio device features with an unprecedented combination of resolution, accuracy, precision and speed. By discovering the small shape anomalies that can impact memory chip performance, the Axion T2000 helps ensure successful production of the memory chips used in applications such as 5G, artificial intelligence (AI), data centers and edge computing. The Axion T2000 is a CD-SAXS (critical-dimension small angle X-ray scattering) system, leveraging industry-unique X-ray technologies to produce high-resolution measurements of critical dimensions and 3D shapes of memory device features. A high flux source provides X-rays that transmit through the entire vertical memory structure, regardless of how tall it is today or will be in the future, enabling measurement of complex device shapes. A stage with dynamic range helps to obtain diffraction images at multiple angles to render rich 3D geometrical information. Novel AcuShape® algorithms facilitate measurement of many critical device parameters and extraction of subtle variations that can affect final memory chip functionality. With these innovations, the Axion T2000 non-destructively produces the dimensional metrology data needed to help memory manufacturers optimize, monitor and control key process steps inline.