Added to YB: 2026-02-12
Pitch date: 2026-02-09
KLAC [neutral]
KLA Corporation
+3.35%
current return
Author Info
No bio for this author
Company Info
KLA Corporation, together with its subsidiaries, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide.
Market Cap
$194.0B
Pitch Price
$1.4K
Price Target
N/A
Dividend
0.51%
EV/EBITDA
33.63
P/E
43.07
EV/Sales
15.30
Sector
Semiconductors and Semiconductor Equipment
Category
growth
JRo’s Notes: KLA Corporation Q2:F2026 Earnings
KLAC (earnings): Q2 rev +7%, non-GAAP EPS +8% YoY, 101% ROE, 38% FCF margin. CY2025: rev +17%, EPS +29%, FCF +30% to $4.4B. 16% rev CAGR since 2020. Supply constraints slow H1 2026, but mgmt sees acceleration in H2 & 'remarkable' 2027 setup. High-margin services +15%, targeting 63%+ gross margins. Advanced packaging emerging as new growth driver
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