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KLAC's fourth-quarter fiscal 2025 results benefit from strong Semiconductor Process Control revenues.
KLA Corporation (NASDAQ:KLAC ) Q4 2025 Earnings Conference Call July 31, 2025 5:00 PM ET Company Participants f - Corporate Participant a - Corporate Participant n - Corporate Participant s - Corporate Participant e - Corporate Participant Bren D. Higgins - Executive VP & CFO Kevin M.
Although the revenue and EPS for KLA (KLAC) give a sense of how its business performed in the quarter ended June 2025, it might be worth considering how some key metrics compare with Wall Street estimates and the year-ago numbers.
KLA (KLAC) came out with quarterly earnings of $9.38 per share, beating the Zacks Consensus Estimate of $8.53 per share. This compares to earnings of $6.6 per share a year ago.
KLA Corp forecast first-quarter revenue above Wall Street estimates on Thursday, expecting booming demand for AI processors to drive sales of its chipmaking equipment.
For the quarter, total revenues were $3.175 billion, towards the upper end of the guidance range; GAAP diluted EPS was $9.06, at the upper end of the guidance range, and non-GAAP diluted EPS was $9.38, above the upper end of the guidance range; Cash flow from operating activities for the quarter and fiscal year was $1.16 billion and $4.08 billion, respectively, and free cash flow was $1.06 billion and $3.75 billion, respectively. Quarterly free cash flow topped $1 billion for the first time in the June quarter; and Capital returns for the quarter and fiscal year were $679.7 million and $3.05 billion, respectively.
KLA will announce fourth-quarter results on Thursday.
KLA's Q4 results are likely to reflect gains from the advanced packaging surge and AI momentum, though tariffs and taxes weigh on margins.
KLA Corporation excels in process control but current valuation already reflects much of its structural strengths and growth narrative. KLAC stock has surged 30%+ since my last article, now trading at a premium to peers with similar growth, making further upside dependent on significant positive surprises. Key watch areas: DRAM share gains, China revenue mix, 2026 growth outlook, and potential foundry share outside TSMC, especially with Intel.