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Jun 30
KLA Q4 2025 Earnings Report
KLA reported strong fourth-quarter results with record free cash flow and earnings above guidance.
Key Takeaways
KLA delivered a solid Q4 performance with revenue and earnings near or above the high end of guidance. The company also achieved over $1 billion in free cash flow for the first time, reflecting strong demand for AI-driven semiconductor solutions.
Revenue reached $3.175 billion, near the upper end of guidance.
GAAP EPS was $9.06 and non-GAAP EPS was $9.38, both exceeding expectations.
Free cash flow topped $1 billion for the first time in a quarter.
Strong performance driven by semiconductor process control segment.
KLA
KLA
KLA Revenue by Segment
Revenue by Segment
Semiconductor Control Revenue
CapyFin.comSpecialty Semi Process Revenue
CapyFin.comPCB & Component Inspect Revenue
CapyFin.com Forward Guidance
KLA provided Q1 FY26 guidance with stable revenue and margins, expecting GAAP EPS between $7.51 and $9.05.
Positive Outlook
- Revenue guidance midpoint remains solid at $3.15 billion.
- Non-GAAP EPS expected to be as high as $9.30.
- Gross margin guidance reflects continued efficiency.
- Sustained demand for AI-related infrastructure.
- Healthy cash generation trends expected to continue.
Challenges Ahead
- Wide EPS guidance range indicates market uncertainties.
- GAAP EPS lower bound at $7.51 suggests potential volatility.
- Macroeconomic risks and customer spending patterns could impact results.
- Currency exchange fluctuations may influence reported results.
- Regulatory and geopolitical risks remain a concern.