KLA : Earnings Infographic Q3 2025

KLAC

Published on 04/30/2025 at 16:13, updated on 04/30/2025 at 16:11

March 2025 Quarter Income Statement Highlights

Growth

Profitability

EPS

â3.06B

+30%

§3.0%

44.2%

â8.41

â8.16

Revenue

Y/Y

Non-GAAP

Non-GAAP

Non-GAAP

GAAP

Gross Margin

Op. Margin

Diluted EPS

Diluted EPS

Free Cash Flow & Capital Returns

March 2025 Quarter

â99OM

Free Cash Flow

Latest Twelve Months

32%

FCF Margin

â507M

Share Buyback

â226M

Dividends Paid

â2.19B

Share Buyback

â848M

Dividends Paid

Breakdown of Revenue

Q3-FY25: Semi Process Control End Market System Revenue

Q3-FY25

Y/Y Growth

Q/q Growth

Rev. %

Semiconductor Process Control

$2,739 M

+31%

-1%

89%

Specialty Semiconductor Process

$156M

+20%

-2%

5%

PCB and Component Inspection

$168M

+26%

+5%

6%

Summary of Revenues by Major Product Categories

Q3-FY25 Y/Y Growth Q/Q Growth Rev. %

Wafer Inspection

$1,496M

+51%

-4%

49%

Patterning

$636M

6 +18%

6

+20%

21%

Specialty Semi Process

$138M

6 +19%

6

-3%

4%

PCB and Component Inspection

$104M

+53%

+12%

3%

Services

$669M

6 +13%

6

+0.3%

22%

Other*

$19M

6 -67%

6

-76%

1%

Total Revenue

$3,063M

6 +30%

6

-0.4%

Q3-FY25 Revenue by Region

way

Guidance for Q4 FY2025 - June 2025 Quarter

Japan

June 2025 Quarter Guidance

Macro Assumptions

Revenue

Non-GAAP Gross Margin GAAP Diluted EPS

Non-GAAP Diluted EPS

$3.075 B / $150M

Semi PC Revenue by End Market

63% +/- 1%

$8.28 +/- $0.78

$8.53 +/- $0.78

Foundry & Logic

DRAM

Memory

NAND

Model Assumptions

Non-GAAP Operating Expenses

Other Income & Expense (OIE), Net

-$595M Effective Tax Rate

-$35 M Diluted Share Count

-13.5%

-132.5M

* Included in Semiconductor Process Control Segment

Reported on Apr 30, 2025 | Quarter Ended March 31, 2025

Keep Looking Ahead

£}3 Fiscal 2025

(Quarter Ended 03/31/2025)

Disclaimer

KLA Corporation published this content on April 30, 2025, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on April 30, 2025 at 20:11 UTC.