View ValuationKLA 향후 성장Future 기준 점검 4/6KLA (는) 각각 연간 18.5% 및 14.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 75.1% 로 예상됩니다.핵심 정보18.5%이익 성장률18.95%EPS 성장률Semiconductor 이익 성장30.4%매출 성장률14.8%향후 자기자본이익률75.14%애널리스트 커버리지Good마지막 업데이트21 May 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 • May 14President 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 9.8% growth forecast for the Semiconductor industry in Germany. 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 €1,514, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 359% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €767 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 1.1%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 23%.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 8.7% growth forecast for the Semiconductor industry in Germany. 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 49% 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 €1,345, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 26x in the Semiconductor industry in Germany. Total returns to shareholders of 258% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €642 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 • 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 8.2% growth forecast for the Semiconductor industry in Germany. 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.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 StatesValuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €912, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €576 per share.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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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 8.2% growth forecast for the Semiconductor industry in Germany. 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, 2025Valuation 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 25x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €547 per share.Buy Or Sell Opportunity • May 09Now 20% overvaluedOver the last 90 days, the stock has fallen 14% to €624. The fair value is estimated to be €518, 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 8.0% growth forecast for the Semiconductor industry in Germany. 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 25% 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, 2025Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €527, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €530 per share.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 6.7% growth forecast for the Semiconductor industry in Germany. 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 7.7% growth forecast for the Semiconductor industry in Germany. 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 19% 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 €626, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 117% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €633 per share.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 19Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to €691. 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 9.4% 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.Buy Or Sell Opportunity • Aug 15Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to €754. The fair value is estimated to be €600, 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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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 8.3% growth forecast for the Semiconductor industry in Germany. 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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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 8.1% growth forecast for the Semiconductor industry in Germany. 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 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €605. The fair value is estimated to be €504, 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, 2024Buy Or Sell Opportunity • Feb 23Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €632. The fair value is estimated to be €509, 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 8.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €625. The fair value is estimated to be €518, 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 8.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.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.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 7.9% growth forecast for the Semiconductor industry in Germany. 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 37% 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.Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to €554. The fair value is estimated to be €459, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.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 26First 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 7.5% growth forecast for the Semiconductor industry in Germany. 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 38% 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.이익 및 매출 성장 예측XTRA:KLA - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202819,2437,4006,6417,123166/30/202716,9526,3555,7105,820276/30/202613,5054,7464,6254,810283/31/202613,0974,6714,0104,402N/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/A6/30/20152,814366N/A606N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: KLA 의 연간 예상 수익 증가율(18.5%)이 saving rate(1.9%)보다 높습니다.수익 vs 시장: KLA 의 연간 수익(18.5%)이 German 시장(17.1%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: KLA 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: KLA 의 수익(연간 14.8%)이 German 시장(연간 6.8%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: KLA 의 수익(연간 14.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: KLA의 자본 수익률은 3년 후 75.1%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2026/05/22 23:40종가2026/05/22 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 자세한 내용은 당사의 Github 페이지에서 확인하실 수 있습니다. 또한 보고서 활용 방법에 대한 가이드와 YouTube 튜토리얼도 제공합니다.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 48명의 분석가가 다루고 있습니다. 이 중 28명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James KelleherArgus Research CompanyThomas O'MalleyBarclaysChristopher MuseBarclays45명의 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 • May 14President 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 9.8% growth forecast for the Semiconductor industry in Germany. 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 €1,514, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 30x in the Semiconductor industry in Germany. Total returns to shareholders of 359% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €767 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 1.1%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 23%.
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 8.7% growth forecast for the Semiconductor industry in Germany. 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 49% 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 €1,345, the stock trades at a forward P/E ratio of 40x. Average forward P/E is 26x in the Semiconductor industry in Germany. Total returns to shareholders of 258% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €642 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 • 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 8.2% growth forecast for the Semiconductor industry in Germany. 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.
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
Valuation Update With 7 Day Price Move • Sep 18Investor sentiment improves as stock rises 15%After last week's 15% share price gain to €912, the stock trades at a forward P/E ratio of 29x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 193% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €576 per share.
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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (22% earnings payout ratio) and cash flows (27% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 33% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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 8.2% growth forecast for the Semiconductor industry in Germany. 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
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 25x. Average forward P/E is 16x in the Semiconductor industry in Germany. Total returns to shareholders of 122% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €547 per share.
Buy Or Sell Opportunity • May 09Now 20% overvaluedOver the last 90 days, the stock has fallen 14% to €624. The fair value is estimated to be €518, 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 8.0% growth forecast for the Semiconductor industry in Germany. 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 25% 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
Valuation Update With 7 Day Price Move • Apr 04Investor sentiment deteriorates as stock falls 15%After last week's 15% share price decline to €527, the stock trades at a forward P/E ratio of 21x. Average forward P/E is 12x in the Semiconductor industry in Germany. Total returns to shareholders of 71% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €530 per share.
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 6.7% growth forecast for the Semiconductor industry in Germany. 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 7.7% growth forecast for the Semiconductor industry in Germany. 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 19% 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 €626, the stock trades at a forward P/E ratio of 24x. Average forward P/E is 13x in the Semiconductor industry in Germany. Total returns to shareholders of 117% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at €633 per share.
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 19Now 22% overvaluedOver the last 90 days, the stock has fallen 10% to €691. 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 9.4% 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.
Buy Or Sell Opportunity • Aug 15Now 26% overvalued after recent price riseOver the last 90 days, the stock has risen 7.6% to €754. The fair value is estimated to be €600, 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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (28% earnings payout ratio) and cash flows (26% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 56% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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 8.3% growth forecast for the Semiconductor industry in Germany. 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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (29% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 12% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 69% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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 8.1% growth forecast for the Semiconductor industry in Germany. 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 20% overvalued after recent price riseOver the last 90 days, the stock has risen 2.8% to €605. The fair value is estimated to be €504, 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
Buy Or Sell Opportunity • Feb 23Now 24% overvalued after recent price riseOver the last 90 days, the stock has risen 24% to €632. The fair value is estimated to be €509, 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 8.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
Buy Or Sell Opportunity • Feb 17Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 25% to €625. The fair value is estimated to be €518, 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 8.6% per annum. Earnings are also forecast to grow by 14% per annum over the same time period.
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 1.1%. Sustainability & Growth Dividend is well covered by both earnings (27% earnings payout ratio) and cash flows (25% cash payout ratio). The dividend has increased by an average of 14% per year over the past 10 years and has been stable with no material reductions to payments, indicating a long track record of dividend growth and stability. EPS is expected to grow by 57% over the next 3 years, which should provide support to the dividend and adequate earnings cover.
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.
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 7.9% growth forecast for the Semiconductor industry in Germany. 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 37% 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.
Buy Or Sell Opportunity • Jan 19Now 21% overvalued after recent price riseOver the last 90 days, the stock has risen 26% to €554. The fair value is estimated to be €459, however this is not to be taken as a sell recommendation but rather should be used as a guide only. Revenue has grown by 21% over the last 3 years. Earnings per share has grown by 31%. For the next 3 years, revenue is forecast to grow by 5.6% per annum. Earnings are also forecast to grow by 8.6% per annum over the same time period.
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 26First 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 7.5% growth forecast for the Semiconductor industry in Germany. 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 38% 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.