•
Dec 31, 2021

KLA Q2 2022 Earnings Report

KLA's Q2 2022 performance exceeded expectations, demonstrating technology leadership and strong earnings leverage.

Key Takeaways

KLA Corporation reported Q2 fiscal year 2022 results with revenue of $2.35 billion, GAAP diluted EPS of $4.71, and non-GAAP diluted EPS of $5.59. The company's performance exceeded expectations, driven by the importance of its products and solutions and consistent execution.

Total revenues were $2.35 billion, above the midpoint of the range of guidance.

GAAP diluted EPS attributable to KLA was $4.71 and non-GAAP diluted EPS attributable to KLA was $5.59, each within the range of guidance.

Cash flow from operating activities and free cash flow were $810.8 million and $745.9 million, respectively.

Capital returns were $589.0 million with $159.1 million in dividends paid and $429.9 million in share repurchases.

Total Revenue
$2.35B
Previous year: $1.65B
+42.5%
EPS
$5.59
Previous year: $3.24
+72.5%
Gross Profit
$1.44B
Previous year: $981M
+47.2%
Cash and Equivalents
$1.66B
Previous year: $1.43B
+15.8%
Free Cash Flow
$746M
Previous year: $502M
+48.6%
Total Assets
$11.7B
Previous year: $9.81B
+19.0%

KLA

KLA

KLA Revenue by Segment

Forward Guidance

KLA provided guidance for the third quarter of fiscal year 2022, anticipating total revenues between $2.10 billion and $2.30 billion and GAAP diluted EPS between $4.09 and $4.99.

Positive Outlook

  • Total revenues between $2,100 million to $2,300 million
  • GAAP gross margin is expected to be in a range of 59.5% to 61.7%
  • Non-GAAP gross margin is expected to be in a range of 61.5% to 63.5%
  • GAAP diluted EPS attributable to KLA is expected to be in a range of $4.09 to $4.99
  • Non-GAAP diluted EPS attributable to KLA in a range of $4.35 to $5.25

Revenue & Expenses

Visualization of income flow from segment revenue to net income