KLA Corp.
KLAC
Market Cap$145.36B
Close$
Earnings Call Q4 2025
July 31, 2025 - AI Summary
Strong Financial Performance: KLA Corporation reported a revenue of $3.175 billion for the June quarter, a 24% year-over-year growth. The non-GAAP diluted EPS was $9.38, exceeding guidance, and quarterly free cash flow reached a record $1.065 billion. This reflects strong execution and demand for process control solutions in the semiconductor sector, particularly driven by AI infrastructure investments.
Continued Growth in Key Segments: The company has upped its forecast for advanced packaging revenue from $850 million to $925 million for calendar 2025, underlining a significant year-over-year growth of over 80%. This surge is attributed to heightened investments in high-bandwidth memory (HBM) and advanced packaging technologies, crucial for AI and new chip designs.
Customer Insights and Market Demand: Customer discussions indicate constructive expectations for growth in 2026, driven primarily by high-performance computing and advanced packaging. However, KLA cautions that investment levels from China are anticipated to decline, which may influence overall sales.
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$703.82
36.1% downside
Current Fair Value
36.1% downsideOvervalued by 36.1% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $145.36 Billion |
|---|---|
| Enterprise Value | $150.44 Billion |
| Dividend Yield | $7.60 (0.65%) |
| Earnings per Share | $30.53 |
| Beta | 1.5 |
| Outstanding Shares | 132,032,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 35.81 |
|---|---|
| PEG | 81.74 |
| Price to Sales | 11.97 |
| Price to Book Ratio | 31.47 |
| Enterprise Value to Revenue | 12.38 |
| Enterprise Value to EBIT | 31.61 |
| Enterprise Value to Net Income | 37 |
| Total Debt to Enterprise | 0.05 |
| Debt to Equity | 1.53 |
Revenue Sources
No data
Insider Trades
ESG Score
No data
About KLA Corp.
10,000 employees
CEO: Richard Wallace KLA develops industry-leading equipment and services that enable innovation throughout the electronics industry. We provide advanced process control and process-enabling solutions for manufacturing wafers and reticles, integrated circuit...