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Mar 31, 2024

KLA Q3 2024 Earnings Report

KLA's Q3 2024 results exceeded expectations, driven by stable market conditions and improved customer demand.

Key Takeaways

KLA Corporation reported Q3 fiscal year 2024 results with revenue of $2.36 billion, above the midpoint of the guidance range. GAAP diluted EPS was $4.43 and non-GAAP diluted EPS was $5.26, both near the upper end of the adjusted guidance ranges. Market conditions have stabilized, and business levels are expected to improve throughout the year.

Total revenues were $2.36 billion, exceeding the midpoint of guidance.

GAAP diluted EPS was $4.43, and non-GAAP diluted EPS was $5.26, both near the high end of guidance.

Cash flow from operating activities was $910.0 million, and free cash flow was $838.2 million.

Capital returns for the quarter totaled $569.4 million.

Total Revenue
$2.36B
Previous year: $2.43B
-3.0%
EPS
$5.26
Previous year: $5.49
-4.2%
Cash Flow from Ops
$910M
Capital Returns
$569M
Gross Profit
$1.39B
Previous year: $1.43B
-2.5%
Cash and Equivalents
$1.85B
Previous year: $1.57B
+17.8%
Free Cash Flow
$838M
Previous year: $926M
-9.5%
Total Assets
$15B
Previous year: $13.7B
+9.3%

KLA

KLA

KLA Revenue by Segment

Forward Guidance

For the fourth quarter of fiscal 2024 ending in June, KLA expects total revenues to be in a range of $2.50 billion +/- $125 million and GAAP diluted EPS to be in a range of $5.66 +/- $0.60.

Positive Outlook

  • Total revenues is expected to be in a range of $2.50 billion +/- $125 million
  • GAAP gross margin is expected to be in a range of 59.5% +/- 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 $5.66 +/- $0.60
  • Non-GAAP diluted EPS is expected to be in a range of $6.07 +/- $0.60

Revenue & Expenses

Visualization of income flow from segment revenue to net income