Added to YB: 2026-02-12
Pitch date: 2026-02-09
KLAC [neutral]
KLA Corporation
+22.99%
current return
Author Info
No bio for this author
Company Info
KLA Corporation, together with its subsidiaries, provides process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (ICs), packaged ICs, and printed circuit boards.
Market Cap
$231.2B
Pitch Price
$141.84
Price Target
N/A
Dividend
0.52%
EV/EBITDA
38.01
P/E
48.36
EV/Sales
17.12
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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