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Mar 31, 2022

KLA Q3 2022 Earnings Report

KLA's Q3 2022 results demonstrated strong execution, with revenue and EPS above guidance, amidst a robust demand environment and challenging supply chain.

Key Takeaways

KLA Corporation reported strong Q3 fiscal year 2022 results, with revenue at $2.29 billion, GAAP diluted EPS at $4.83, and non-GAAP diluted EPS at $5.13. The company generated $818.9 million in cash flow from operating activities and $718.6 million in free cash flow, and returned $723.7 million to shareholders through dividends and share repurchases.

Total revenues were $2.29 billion, towards the high-end of the range of guidance.

GAAP diluted EPS attributable to KLA was $4.83 and non-GAAP diluted EPS attributable to KLA was $5.13, each above the midpoint of the ranges of guidance.

Cash flow from operating activities and free cash flow were $818.9 million and $718.6 million, respectively.

Capital returns were $723.7 million with $159.0 million in dividends paid and $564.7 million in share repurchases.

Total Revenue
$2.29B
Previous year: $1.8B
+26.9%
EPS
$5.13
Previous year: $3.85
+33.2%
Gross Profit
$1.4B
Previous year: $1.09B
+27.6%
Cash and Equivalents
$1.42B
Previous year: $1.45B
-2.5%
Free Cash Flow
$719M
Previous year: $585M
+22.8%
Total Assets
$12B
Previous year: $9.94B
+20.9%

KLA

KLA

KLA Revenue by Segment

Forward Guidance

KLA provides guidance for the fourth quarter of fiscal year 2022 ending in June, with total revenues between $2,300 million to $2,550 million and GAAP diluted EPS attributable to KLA expected to be in a range of $4.60 to $5.70.

Positive Outlook

  • Total revenues between $2,300 million to $2,550 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 $4.60 to $5.70
  • Non-GAAP diluted EPS attributable to KLA in a range of $4.93 to $6.03

Revenue & Expenses

Visualization of income flow from segment revenue to net income