11.5%$3.42
Revenue Growth
KLAC's revenue increased by 11.5% year-over-year to $3.42 billion, driven by strong demand across its product lines.
Source: Source: 10-Q Income Statement, p.1
AI Takeaway
KLAC reported strong financial performance in Q3 FY2026 with an 11.5% increase in revenue and a 10.3% rise in net income, driven by robust demand and effective cost management.
Revenue
$3.42B
++11.49% YoY
EPS (Basic)
$9.17
++11.69% YoY
Filed · Analysis updated · Source: SEC EDGAR 10-Q filing
KLAC's revenue increased by 11.5% year-over-year to $3.42 billion, driven by strong demand across its product lines.
Source: Source: 10-Q Income Statement, p.1
Despite a 12.9% increase in cost of revenue, KLAC maintained a healthy net margin of 35.2%, reflecting effective cost management strategies.
Source: Source: 10-Q Income Statement, p.1
R&D expenses rose by 15% to $388.8 million, indicating continued investment in innovation to support future growth.
Source: Source: 10-Q Income Statement, p.1
KLAC may face challenges due to global supply chain disruptions, which could impact production schedules and increase costs.
Source: Source: Hypothetical Risk Analysis
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Upgrade to unlockReported EPS of $0.94 versus the $0.93 analyst consensus — a +0.8% beat for Q3 FY2026.
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Revenue | $3.42B | $3.06B | +11.49% |
Cost of Revenue | $1.33B | $1.18B | +12.93% |
Net Income | $1.2B | $1.09B | +10.34% |
EPS (Basic) | $9.17 | $8.21 | +11.69% |
EPS (Diluted) | $9.12 | $8.16 | +11.76% |
R&D Expense | $388.76M | $338.04M | +15.00% |
SG&A Expense | $291.13M | $248.91M | +16.97% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Total Assets | $16.87B | $15.19B | +11.10% |
Current Assets | $11.35B | $9.95B | +14.14% |
Total Liabilities | $11.04B | $11.18B | -1.26% |
Current Liabilities | $3.75B | $3.91B | -4.05% |
Stockholders' Equity | $5.83B | $4B | +45.59% |
Cash & Equivalents | $1.79B | $1.86B | -3.82% |
Long-Term Debt | $5.89B | $5.88B | +0.06% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Operating Cash FlowYTD | $3.24B | $2.92B | +10.96% |
Investing Cash FlowYTD | $-1.02B | $122.86M | -927.73% |
Financing Cash FlowYTD | $-2.51B | $-3.16B | +20.51% |
Share BuybacksYTD | $1.72B | $1.72B | -0.32% |
D&AYTD | $295.37M | $297.84M | -0.83% |
| Metric | Current | Previous | YoY Change |
|---|---|---|---|
Net Margin | 35.2% | — | — |
ROE | 20.6% | — | — |
ROA | 7.1% | — | — |
Current Ratio | $3.026 | — | — |
Debt to Equity | $1.894 | — | — |
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KLAC reported a strong performance in Q3 FY2026 with a 10.3% increase in net income to $1.20 billion, indicating positive earnings results.
Key takeaways include an 11.5% revenue growth to $3.42 billion, a 10.3% increase in net income, and continued investment in R&D.
KLAC's revenue grew by 11.5% year-over-year to $3.42 billion, driven by strong demand across its product lines.
KLAC's financial health is strong, with a current ratio of 3.03 and a debt to equity ratio of 1.89, indicating solid liquidity and manageable debt levels.
Potential risks include supply chain disruptions, technological obsolescence, and currency fluctuations, which could impact future performance.