Financial PerformanceKLA delivered strong results above consensus expectations, reflecting continued strength in leading-edge foundry/logic and HBM, combined with accelerating momentum in advanced packaging.
Growth ProspectsKLAC is on track to outperform with management reaffirming that the future could also be a growth year, contrasting with more cautious tones from peers.
Market PerformanceThe company has diversified end-market exposure through acquisitions, which should enable it to outgrow the overall market and drive an EPS CAGR of 15-20% over the next three years.