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Dec 31, 2023

KLA Q2 2024 Earnings Report

KLA's Q2 2024 results exceeded expectations, driven by strong margins and free cash flow amidst a soft market.

Key Takeaways

KLA Corporation announced its financial results for the second quarter of fiscal year 2024, with total revenues of $2.49 billion, above the midpoint of the guidance range. GAAP diluted EPS was $4.28, while non-GAAP diluted EPS was $6.16, near the upper end of the guidance range. The company reported GAAP net income of $582.5 million.

Total revenues were $2.49 billion, exceeding the midpoint of the guidance range.

GAAP diluted EPS was $4.28, impacted by a $219.0 million impairment charge.

Non-GAAP diluted EPS was $6.16, near the upper end of the guidance range.

Cash flow from operating activities was $622.2 million, and free cash flow was $545.4 million.

Total Revenue
$2.49B
Previous year: $2.98B
-16.7%
EPS
$6.16
Previous year: $7.38
-16.5%
Gross Profit
$1.51B
Previous year: $1.78B
-14.9%
Cash and Equivalents
$1.67B
Previous year: $1.57B
+6.0%
Free Cash Flow
$545M
Previous year: $595M
-8.3%
Total Assets
$14.3B
Previous year: $13.7B
+4.0%

KLA

KLA

KLA Revenue by Segment

Forward Guidance

KLA anticipates total revenues to be in the range of $2.30 billion +/- $125 million for Q3 2024. GAAP diluted EPS is expected to be $4.93 +/- $0.60, and non-GAAP diluted EPS is expected to be $5.26 +/- $0.60.

Positive Outlook

  • GAAP gross margin is expected to be in a range of 59.4% +/- 1.0%.
  • Non-GAAP gross margin is expected to be in a range of 61.5% +/- 1.0%.
  • GAAP diluted EPS is expected to be in a range of $4.93 +/- $0.60.
  • Non-GAAP diluted EPS is expected to be in a range of $5.26 +/- $0.60.

Revenue & Expenses

Visualization of income flow from segment revenue to net income