The earnings call highlighted strong financial performance with record-breaking revenue and cash flow, significant growth in advanced packaging and service segments, and positive shareholder returns. However, concerns regarding the impact of tariffs on gross margins and reduced demand from China were noted. Overall, the positive aspects significantly outweighed the negative, indicating a strong performance and optimistic outlook.

Company Guidance

During the June quarter of 2025, KLA Corporation exceeded the high end of its guidance ranges, reporting a revenue of $3.175 billion and a non-GAAP diluted EPS of $9.38. The company achieved a record free cash flow of over $1 billion, concluding the quarter with $1.065 billion in free cash flow. KLA experienced a 24% year-over-year increase in revenue, driven by strong investments in advanced packaging, high bandwidth memory (HBM), and leading-edge logic. This growth was reflected in the rise of advanced packaging systems-related revenue, which is now expected to exceed $925 million in calendar 2025, up from $850 million previously estimated. The service business also grew to $703 million, marking a 5% sequential increase and a 14% year-over-year rise. For the September quarter, KLA anticipates total revenue of $3.15 billion, with a gross margin forecast of 62%, influenced by tariff impacts. The company maintains a positive outlook for 2025, anticipating outperforming the overall wafer fab equipment (WFE) market growth rate, driven by increasing investments in AI and premium mobile demand.

Record Revenue and Cash Flow

KLA reported revenue of $3.175 billion for the June quarter, at the high end of guidance, with record free cash flow exceeding $1 billion for the first time.

Significant Year-over-Year Growth

KLA achieved a 24% year-over-year revenue growth in the June quarter, driven by strong investment in leading-edge foundry, logic, and high bandwidth memory (HBM).

Advanced Packaging Momentum

Advanced packaging systems revenue is expected to exceed $925 million in 2025, up from $850 million previously estimated and over $500 million last year.

Service Business Growth

Service business grew to $703 million in the June quarter, up 5% sequentially and 14% year-over-year.

Shareholder Returns

Total capital return in the June quarter was $680 million, including $426 million in share repurchases and $254 million in dividends.

KLA (KLAC) Earnings, Revenues Date & History

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KLAC Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 22, 2025	2026 (Q1)	8.59 / -	7.33	―	―	―
Jul 31, 2025	2025 (Q4)	8.56 / 9.38	6.6	42.12% (+2.78)
Apr 30, 2025	2025 (Q3)	8.09 / 8.41	5.26	59.89% (+3.15)
Jan 30, 2025	2025 (Q2)	7.75 / 8.20	6.16	33.12% (+2.04)
Oct 30, 2024	2025 (Q1)	7.04 / 7.33	5.74	27.70% (+1.59)
Jul 24, 2024	2024 (Q4)	6.15 / 6.60	5.4	22.22% (+1.20)
Apr 25, 2024	2024 (Q3)	4.97 / 5.26	5.49	-4.19% (-0.23)
Jan 25, 2024	2024 (Q2)	5.91 / 6.16	7.38	-16.53% (-1.22)
Oct 25, 2023	2024 (Q1)	5.37 / 5.74	7.06	-18.70% (-1.32)
Jul 27, 2023	2023 (Q4)	4.86 / 5.40	5.81	-7.06% (-0.41)

The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.

Beat

Missed

KLAC Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
Jul 31, 2025	$877.12	$884.71	+0.87%
Apr 30, 2025	$699.48	$673.22	-3.75%
Jan 30, 2025	$737.37	$733.21	-0.56%
Oct 30, 2024	$685.19	$659.86	-3.70%

Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.