KLA Corp.
KLAC
Market Cap$112.4B
Close$
Earnings Call Q3 2025
April 30, 2025 - AI Summary
Strong Financial Performance: KLA reported revenue of $3.06 billion for the March quarter, exceeding guidance and showing a 30% year-over-year increase. Non-GAAP diluted EPS was $8.41, close to the high end of guidance, demonstrating strong profitability and operational execution.
Positive Growth Outlook Despite Macroeconomic Uncertainty: The company maintains a mid-single-digit growth forecast for the Wafer Fabrication Equipment (WFE) market in 2025. KLA expects to outperform this growth due to rising investments in leading-edge logic, high bandwidth memory, and advanced packaging, which are crucial for AI infrastructure.
Operational Challenges from Global Trade Dynamics: KLA is navigating significant global trade uncertainty, including tariff impacts expected to reduce gross margins by approximately 100 basis points. The firm has postponed its Investor Day to early to mid-2026 to reassess long-term strategies amidst these uncertainties.
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$545.40
38.7% downside
Current Fair Value
38.7% downsideOvervalued by 38.7% based on the discounted cash flow analysis.
Share Statistics
| Market cap | $112.40 Billion |
|---|---|
| Enterprise Value | $117.30 Billion |
| Dividend Yield | $7.6 (0.7941176470588229%) |
| Earnings per Share | $20.41 |
| Beta | 1.39 |
| Outstanding Shares | 132,607,000 |
Return
| Return on Equity | - |
|---|---|
| Return on Assets | - |
| Return on Invested Capital | - |
Valuation & Multiples
| P/E Ratio | 30.5 |
|---|---|
| PEG | 37.69 |
| Price to Sales | 10.22 |
| Price to Book Ratio | 29.63 |
| Enterprise Value to Revenue | 10.16 |
| Enterprise Value to EBIT | 26.29 |
| Enterprise Value to Net Income | 31 |
| Total Debt to Enterprise | 0.06 |
| Debt to Equity | 1.69 |
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...