View ValuationKLA 향후 성장Future 기준 점검 4/6KLA (는) 각각 연간 18.3% 및 14.8% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 19% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 75.1% 로 예상됩니다.핵심 정보18.3%이익 성장률18.95%EPS 성장률Semiconductor 이익 성장0%매출 성장률14.8%향후 자기자본이익률75.14%애널리스트 커버리지Good마지막 업데이트08 May 2026최근 향후 성장 업데이트공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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 updates공지 • 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.공지 • 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.공지 • 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 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 23%.공지 • 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 21% growth forecast for the Global Semiconductor industry. 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.공지 • 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.공지 • 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 24High 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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, 2025Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$19,640, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Semiconductor industry globally. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,956 per share.공지 • 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 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.Reported Earnings • Aug 12Full 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 16% growth forecast for the Global Semiconductor industry. 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 29% per year, which means it is tracking significantly ahead of earnings growth.공지 • 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 02Full 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 16% growth forecast for the Global Semiconductor industry. 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 29% per year, which means it is tracking significantly ahead of earnings growth.공지 • 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.공지 • 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, 2025공지 • 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 16% growth forecast for the Global Semiconductor industry. 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 26% per year, which means it is tracking significantly ahead of earnings growth.공지 • 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.Board Change • Apr 30Insufficient 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.Board Change • Apr 11Insufficient 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.공지 • 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, 2025공지 • 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 18% growth forecast for the Global Semiconductor industry. 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 24% per year, which means it is tracking significantly ahead of earnings growth.공지 • 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.공지 • 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.공지 • 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.공지 • 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 02First 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 18% growth forecast for the Global Semiconductor industry. 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 17% per year, which means it is tracking significantly ahead of earnings growth.공지 • 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, 2024공지 • 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 States공지 • 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.Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$15,663, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Semiconductor industry globally. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$9,260 per share.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 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 26%.공지 • 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 9.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry. 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 37% per year, which means it is tracking significantly ahead of earnings growth.공지 • 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.공지 • 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, 2024Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$14,053, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 22x in the Semiconductor industry globally. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,096 per share.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 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 25%.공지 • 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.공지 • 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 27Third 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 16% growth forecast for the Global Semiconductor industry. 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 22% per year, which means it is tracking significantly ahead of earnings growth.공지 • 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, 2024공지 • 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 16% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.공지 • 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.공지 • 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, 2024공지 • 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.공지 • 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.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 15% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 29% per year.공지 • 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, 2023공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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.공지 • 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, 2023Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$8,099, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Semiconductor industry globally. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,327 per share.Board Change • May 30Insufficient 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.Board Change • May 11Insufficient 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.공지 • 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.공지 • 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 11% growth forecast for the Global Semiconductor industry. 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 34% per year, which means it is significantly lagging earnings growth.공지 • 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.공지 • 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 Mex$4.0m worth of stockOn the 13th of December, Jeneanne Hanley sold around 500 shares on-market at roughly Mex$7,988 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 Mex$20m. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 23% share price gain to Mex$7,484, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Semiconductor industry globally. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,553 per share.Reported Earnings • Oct 27First quarter 2023 earnings released: EPS: US$7.23 (vs US$7.01 in 1Q 2022)First quarter 2023 results: EPS: US$7.23. Revenue: US$2.72b (up 31% from 1Q 2022). Net income: US$1.03b (down 4.0% from 1Q 2022). Profit margin: 38% (down from 51% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Semiconductor industry are expected to grow by 12%.Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$6,742, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry globally. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,791 per share.Reported Earnings • Jul 29Full year 2022 earnings released: EPS: US$22.07 (vs US$13.49 in FY 2021)Full year 2022 results: EPS: US$22.07 (up from US$13.49 in FY 2021). Revenue: US$9.21b (up 33% from FY 2021). Net income: US$3.32b (up 60% from FY 2021). Profit margin: 36% (up from 30% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 23% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$7,382, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Semiconductor industry globally. Total returns to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$7,490 per share.Reported Earnings • Apr 29Third quarter 2022 earnings released: EPS: US$4.87 (vs US$3.69 in 3Q 2021)Third quarter 2022 results: EPS: US$4.87 (up from US$3.69 in 3Q 2021). Revenue: US$2.29b (up 27% from 3Q 2021). Net income: US$730.6m (up 29% from 3Q 2021). Profit margin: 32% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the industry in Mexico.Reported Earnings • Jan 29Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: US$4.74 (up from US$2.96 in 2Q 2021). Revenue: US$2.35b (up 43% from 2Q 2021). Net income: US$717.4m (up 57% from 2Q 2021). Profit margin: 31% (up from 28% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the industry in Mexico.Reported Earnings • Oct 29First quarter 2022 earnings released: EPS US$7.01 (vs US$2.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$2.08b (up 35% from 1Q 2021). Net income: US$1.07b (up 154% from 1Q 2021). Profit margin: 51% (up from 27% in 1Q 2021). The increase in margin was primarily driven by higher revenue.Reported Earnings • Jul 31Full year 2021 earnings released: EPS US$13.49 (vs US$7.76 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$6.92b (up 19% from FY 2020). Net income: US$2.08b (up 71% from FY 2020). Profit margin: 30% (up from 21% in FY 2020). The increase in margin was driven by higher revenue.Recent Insider Transactions • May 14Independent Director recently bought Mex$2.3m worth of stockOn the 11th of May, Gary Moore bought around 377 shares on-market at roughly Mex$5,976 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$48m more in shares than they bought in the last 12 months.Reported Earnings • May 01Third quarter 2021 earnings released: EPS US$3.69 (vs US$0.50 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.80b (up 27% from 3Q 2020). Net income: US$567.5m (up US$489.0m from 3Q 2020). Profit margin: 32% (up from 5.5% in 3Q 2020). The increase in margin was primarily driven by higher revenue.Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$6,975, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Semiconductor industry globally. Total returns to shareholders of 107% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,040 per share.Recent Insider Transactions • Feb 25Executive Vice President - Electronics recently sold Mex$1.8m worth of stockOn the 19th of February, Oreste Donzella sold around 274 shares on-market at roughly Mex$6,705 per share. In the last 3 months, they made an even bigger sale worth Mex$7.8m. Insiders have been net sellers, collectively disposing of Mex$51m more than they bought in the last 12 months.Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$6,800, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 32.1x. This compares to an average P/E of 35x in the Semiconductor industry. Total returns to shareholders over the past year are 120%.Recent Insider Transactions • Feb 13Executive Vice President - Electronics recently sold Mex$7.8m worth of stockOn the 8th of February, Oreste Donzella sold around 1k shares on-market at roughly Mex$6,053 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$58m more than they bought in the last 12 months.Reported Earnings • Feb 06Second quarter 2021 earnings released: EPS US$2.96 (vs US$2.42 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.65b (up 9.4% from 2Q 2020). Net income: US$457.3m (up 20% from 2Q 2020). Profit margin: 28% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue.Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 13%, compared to a 19% growth forecast for the Semiconductor industry in Mexico.Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 16% share price gain to US$4,800, the stock is trading at a trailing P/E ratio of 28.1x, up from the previous P/E ratio of 24.2x. This compares to an average P/E of 29x in the Semiconductor industry.Reported Earnings • Oct 29First quarter earnings releasedOver the last 12 months the company has reported total profits of US$1.29b, up 15% from the prior year. Total revenue was US$5.93b over the last 12 months, up 21% from the prior year.Analyst Estimate Surprise Post Earnings • Oct 29First-quarter earnings released: Revenue beats expectationsFirst-quarter revenue exceeded analyst estimates by 3.4% at US$1.54b. Revenue is forecast to grow 7.3% over the next year, compared to a 17% growth forecast for the Semiconductor industry in Mexico.이익 및 매출 성장 예측BMV:KLAC * - 애널리스트 향후 추정치 및 과거 재무 데이터 (USD Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수6/30/202818,9997,3556,5817,059166/30/202716,9156,3455,7085,818276/30/202613,4994,7464,6254,810283/31/202613,0974,6714,0104,402N/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: KLAC * 의 연간 예상 수익 증가율(18.3%)이 saving rate(9%)보다 높습니다.수익 vs 시장: KLAC * 의 연간 수익(18.3%)이 MX 시장(8.4%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: KLAC * 의 수입은 증가할 것으로 예상되지만 상당히 증가하지는 않을 것입니다.수익 대 시장: KLAC * 의 수익(연간 14.8%)이 MX 시장(연간 5.9%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: KLAC * 의 수익(연간 14.8%)은 연간 20%보다 느리게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: KLAC *의 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 분석2026/05/11 22:55종가2026/05/08 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 47명의 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 MuseBarclays44명의 분석가 더 보기
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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 0.4%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 21%. Cash payout ratio: 23%.
공지 • 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 21% growth forecast for the Global Semiconductor industry. 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.
공지 • 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.
공지 • 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 24High 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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
Valuation Update With 7 Day Price Move • Sep 24Investor sentiment improves as stock rises 22%After last week's 22% share price gain to Mex$19,640, the stock trades at a forward P/E ratio of 32x. Average forward P/E is 27x in the Semiconductor industry globally. Total returns to shareholders of 205% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,956 per share.
공지 • 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 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 22%. Cash payout ratio: 27%.
Reported Earnings • Aug 12Full 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 16% growth forecast for the Global Semiconductor industry. 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 29% per year, which means it is tracking significantly ahead of earnings growth.
공지 • 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 02Full 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 16% growth forecast for the Global Semiconductor industry. 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 29% per year, which means it is tracking significantly ahead of earnings growth.
공지 • 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.
공지 • 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
공지 • 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 16% growth forecast for the Global Semiconductor industry. 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 26% per year, which means it is tracking significantly ahead of earnings growth.
공지 • 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.
Board Change • Apr 30Insufficient 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.
Board Change • Apr 11Insufficient 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.
공지 • 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
공지 • 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 18% growth forecast for the Global Semiconductor industry. 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 24% per year, which means it is tracking significantly ahead of earnings growth.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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 02First 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 18% growth forecast for the Global Semiconductor industry. 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 17% per year, which means it is tracking significantly ahead of earnings growth.
공지 • 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
공지 • 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
공지 • 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.
Valuation Update With 7 Day Price Move • Aug 22Investor sentiment improves as stock rises 15%After last week's 15% share price gain to Mex$15,663, the stock trades at a forward P/E ratio of 28x. Average forward P/E is 21x in the Semiconductor industry globally. Total returns to shareholders of 149% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$9,260 per share.
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 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 28%. Cash payout ratio: 26%.
공지 • 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 9.9% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Global Semiconductor industry. 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 37% per year, which means it is tracking significantly ahead of earnings growth.
공지 • 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.
공지 • 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
Valuation Update With 7 Day Price Move • Jun 11Investor sentiment improves as stock rises 16%After last week's 16% share price gain to Mex$14,053, the stock trades at a forward P/E ratio of 31x. Average forward P/E is 22x in the Semiconductor industry globally. Total returns to shareholders of 131% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$8,096 per share.
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 0.6%, which is lower than the industry average of 3.1%. Payout Ratios Payout ratio: 29%. Cash payout ratio: 25%.
공지 • 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.
공지 • 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 27Third 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 16% growth forecast for the Global Semiconductor industry. 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 22% per year, which means it is tracking significantly ahead of earnings growth.
공지 • 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
공지 • 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 16% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 22% per year and the company’s share price has also increased by 22% per year.
공지 • 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.
공지 • 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
공지 • 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.
공지 • 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.
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 15% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has increased by 31% per year whereas the company’s share price has increased by 29% per year.
공지 • 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
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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.
공지 • 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
Valuation Update With 7 Day Price Move • May 31Investor sentiment improves as stock rises 19%After last week's 19% share price gain to Mex$8,099, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Semiconductor industry globally. Total returns to shareholders of 108% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$5,327 per share.
Board Change • May 30Insufficient 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.
Board Change • May 11Insufficient 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.
공지 • 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.
공지 • 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 11% growth forecast for the Global Semiconductor industry. 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 34% per year, which means it is significantly lagging earnings growth.
공지 • 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.
공지 • 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 Mex$4.0m worth of stockOn the 13th of December, Jeneanne Hanley sold around 500 shares on-market at roughly Mex$7,988 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 Mex$20m. Insiders have been net sellers, collectively disposing of Mex$24m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Dec 02Investor sentiment improved over the past weekAfter last week's 23% share price gain to Mex$7,484, the stock trades at a forward P/E ratio of 18x. Average forward P/E is 18x in the Semiconductor industry globally. Total returns to shareholders of 150% over the past three years. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,553 per share.
Reported Earnings • Oct 27First quarter 2023 earnings released: EPS: US$7.23 (vs US$7.01 in 1Q 2022)First quarter 2023 results: EPS: US$7.23. Revenue: US$2.72b (up 31% from 1Q 2022). Net income: US$1.03b (down 4.0% from 1Q 2022). Profit margin: 38% (down from 51% in 1Q 2022). The decrease in margin was driven by higher expenses. Revenue is expected to decline by 1.9% p.a. on average during the next 3 years, while revenues in the Global Semiconductor industry are expected to grow by 12%.
Valuation Update With 7 Day Price Move • Sep 06Investor sentiment deteriorated over the past weekAfter last week's 16% share price decline to Mex$6,742, the stock trades at a forward P/E ratio of 14x. Average forward P/E is 16x in the Semiconductor industry globally. Negligible returns to shareholders over past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$6,791 per share.
Reported Earnings • Jul 29Full year 2022 earnings released: EPS: US$22.07 (vs US$13.49 in FY 2021)Full year 2022 results: EPS: US$22.07 (up from US$13.49 in FY 2021). Revenue: US$9.21b (up 33% from FY 2021). Net income: US$3.32b (up 60% from FY 2021). Profit margin: 36% (up from 30% in FY 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 10%, compared to a 23% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Jul 21Investor sentiment improved over the past weekAfter last week's 16% share price gain to Mex$7,382, the stock trades at a forward P/E ratio of 16x. Average forward P/E is 17x in the Semiconductor industry globally. Total returns to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$7,490 per share.
Reported Earnings • Apr 29Third quarter 2022 earnings released: EPS: US$4.87 (vs US$3.69 in 3Q 2021)Third quarter 2022 results: EPS: US$4.87 (up from US$3.69 in 3Q 2021). Revenue: US$2.29b (up 27% from 3Q 2021). Net income: US$730.6m (up 29% from 3Q 2021). Profit margin: 32% (in line with 3Q 2021). Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the industry in Mexico.
Reported Earnings • Jan 29Second quarter 2022 earnings: Revenues and EPS in line with analyst expectationsSecond quarter 2022 results: EPS: US$4.74 (up from US$2.96 in 2Q 2021). Revenue: US$2.35b (up 43% from 2Q 2021). Net income: US$717.4m (up 57% from 2Q 2021). Profit margin: 31% (up from 28% in 2Q 2021). The increase in margin was driven by higher revenue. Revenue was in line with analyst estimates. Over the next year, revenue is forecast to grow 14%, compared to a 25% growth forecast for the industry in Mexico.
Reported Earnings • Oct 29First quarter 2022 earnings released: EPS US$7.01 (vs US$2.71 in 1Q 2021)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2022 results: Revenue: US$2.08b (up 35% from 1Q 2021). Net income: US$1.07b (up 154% from 1Q 2021). Profit margin: 51% (up from 27% in 1Q 2021). The increase in margin was primarily driven by higher revenue.
Reported Earnings • Jul 31Full year 2021 earnings released: EPS US$13.49 (vs US$7.76 in FY 2020)The company reported a strong full year result with improved earnings, revenues and profit margins. Full year 2021 results: Revenue: US$6.92b (up 19% from FY 2020). Net income: US$2.08b (up 71% from FY 2020). Profit margin: 30% (up from 21% in FY 2020). The increase in margin was driven by higher revenue.
Recent Insider Transactions • May 14Independent Director recently bought Mex$2.3m worth of stockOn the 11th of May, Gary Moore bought around 377 shares on-market at roughly Mex$5,976 per share. This was the largest purchase by an insider in the last 3 months. Despite this recent purchase, insiders have collectively sold Mex$48m more in shares than they bought in the last 12 months.
Reported Earnings • May 01Third quarter 2021 earnings released: EPS US$3.69 (vs US$0.50 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: US$1.80b (up 27% from 3Q 2020). Net income: US$567.5m (up US$489.0m from 3Q 2020). Profit margin: 32% (up from 5.5% in 3Q 2020). The increase in margin was primarily driven by higher revenue.
Valuation Update With 7 Day Price Move • Apr 07Investor sentiment improved over the past weekAfter last week's 16% share price gain to US$6,975, the stock trades at a forward P/E ratio of 26x. Average forward P/E is 25x in the Semiconductor industry globally. Total returns to shareholders of 107% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$4,040 per share.
Recent Insider Transactions • Feb 25Executive Vice President - Electronics recently sold Mex$1.8m worth of stockOn the 19th of February, Oreste Donzella sold around 274 shares on-market at roughly Mex$6,705 per share. In the last 3 months, they made an even bigger sale worth Mex$7.8m. Insiders have been net sellers, collectively disposing of Mex$51m more than they bought in the last 12 months.
Valuation Update With 7 Day Price Move • Feb 17Investor sentiment improved over the past weekAfter last week's 17% share price gain to US$6,800, the stock is trading at a trailing P/E ratio of 37.7x, up from the previous P/E ratio of 32.1x. This compares to an average P/E of 35x in the Semiconductor industry. Total returns to shareholders over the past year are 120%.
Recent Insider Transactions • Feb 13Executive Vice President - Electronics recently sold Mex$7.8m worth of stockOn the 8th of February, Oreste Donzella sold around 1k shares on-market at roughly Mex$6,053 per share. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of Mex$58m more than they bought in the last 12 months.
Reported Earnings • Feb 06Second quarter 2021 earnings released: EPS US$2.96 (vs US$2.42 in 2Q 2020)The company reported a strong second quarter result with improved earnings, revenues and profit margins. Second quarter 2021 results: Revenue: US$1.65b (up 9.4% from 2Q 2020). Net income: US$457.3m (up 20% from 2Q 2020). Profit margin: 28% (up from 25% in 2Q 2020). The increase in margin was driven by higher revenue.
Analyst Estimate Surprise Post Earnings • Feb 06Revenue beats expectationsRevenue exceeded analyst estimates by 2.9%. Over the next year, revenue is forecast to grow 13%, compared to a 19% growth forecast for the Semiconductor industry in Mexico.
Valuation Update With 7 Day Price Move • Nov 10Market bids up stock over the past weekAfter last week's 16% share price gain to US$4,800, the stock is trading at a trailing P/E ratio of 28.1x, up from the previous P/E ratio of 24.2x. This compares to an average P/E of 29x in the Semiconductor industry.
Reported Earnings • Oct 29First quarter earnings releasedOver the last 12 months the company has reported total profits of US$1.29b, up 15% from the prior year. Total revenue was US$5.93b over the last 12 months, up 21% from the prior year.
Analyst Estimate Surprise Post Earnings • Oct 29First-quarter earnings released: Revenue beats expectationsFirst-quarter revenue exceeded analyst estimates by 3.4% at US$1.54b. Revenue is forecast to grow 7.3% over the next year, compared to a 17% growth forecast for the Semiconductor industry in Mexico.