Loading...
•
Mar 31, 2025
KLA Q3 2025 Earnings Report
KLA reported stronger-than-expected Q3 results, with earnings and revenue surpassing guidance midpoints.
Key Takeaways
KLA delivered a solid Q3 FY25, posting stronger than expected revenue and EPS. The company highlighted strong demand in semiconductor process control, significant capital returns, and announced a $5B share repurchase along with a dividend hike.
Revenue and EPS both exceeded the guidance midpoints.
Net income rose to $1.09B from $602M a year earlier.
KLA raised its quarterly dividend to $1.90/share.
The company authorized an additional $5B in share repurchases.
Revenue by Segment
Forward Guidance
KLA expects Q4 FY25 revenue and EPS to remain strong, with GAAP EPS projected between $7.50 and $9.06, reflecting confidence in ongoing semiconductor investment.
Positive Outlook
- GAAP revenue guidance midpoint at $3.075B
- GAAP EPS guidance midpoint above Q3 actuals
- Non-GAAP EPS expected up to $9.31
- Strong margin guidance (Non-GAAP gross margin up to 64.0%)
- Continued relevance in AI-driven semiconductor investments
Challenges Ahead
- Macroeconomic and global trade uncertainties persist
- No specific geographic revenue breakdown offered
- Market volatility could impact share repurchase timing
- High concentration in semiconductor segment poses risk
- Competitive pressure and innovation cycles remain intense
Historical Earnings Impact
Analyze how earnings announcements historically affect stock price performance
Avg. Return Before/After Earnings
Loading earnings performance data...
Loading earnings reaction data...