KLACIndustrials & materialskla.com
| Metric | Dec 2024 | Mar 2025 | Jun 2025* | Sep 2025 | Dec 2025 | Mar 2026 | Jun 2026* | Sep 2026 | YoY |
|---|---|---|---|---|---|---|---|---|---|
| Operations | |||||||||
| Revenue | $3.08B | $3.06B | $3.17B | $3.21B | $3.30B | $3.42B | $3.66B | $4.14B | ▲ +28.9% |
| Gross profit | $1.86B | $1.89B | $1.97B | $1.97B | $2.03B | $2.09B | $2.24B | $2.56B | ▲ +30.1% |
| Operating income | — | — | — | — | — | — | — | — | — |
| Net income | $824.53M | $1.09B | $1.20B | $1.12B | $1.15B | $1.20B | $1.36B | $1.55B | ▲ +38.1% |
| R&D | $346.16M | $338.04M | $352.99M | $360.46M | $383.87M | $388.76M | $399.02M | $395.10M | ▲ +9.6% |
| EPS (diluted) | 6.16 $ | 8.16 $ | — | 0.85 $ | 8.68 $ | 9.12 $ | — | 1.18 $ | ▲ +38.8% |
| Margins (% of revenue) | |||||||||
| Gross | 60.3 % | 61.6 % | 62.0 % | 61.3 % | 61.4 % | 61.1 % | 61.4 % | 61.9 % | ▲ +0.6 pt |
| Operating | — | — | — | — | — | — | — | — | — |
| Net | 26.8 % | 35.5 % | 37.9 % | 34.9 % | 34.7 % | 35.2 % | 37.3 % | 37.4 % | ▲ +2.5 pt |
| Balance sheet | |||||||||
| Assets | $15.00B | $15.19B | $16.07B | $16.32B | $16.72B | $16.87B | $17.95B | $18.40B | ▲ +12.8% |
| Liabilities | $11.42B | $11.18B | $11.38B | $11.33B | $11.25B | $11.04B | $11.60B | $11.88B | ▲ +4.8% |
| Equity | $3.58B | $4.00B | $4.69B | $4.99B | $5.47B | $5.83B | $6.35B | $6.52B | ▲ +30.9% |
| Cash | $1.84B | $1.86B | $2.08B | $1.95B | $2.45B | $1.79B | $1.65B | $1.53B | ▼ -21.3% |
| Capital | |||||||||
| Shares outstanding | 132.89M | 132.24M | 131.96M | 131.39M | 131.08M | 130.63M | 1.31B | 1.30B | ▲ +891.7% |
| Public floatexcluding insiders | — | — | — | — | — | — | — | — | — |
* No 10-Q is filed for a fourth quarter: these amounts are the fiscal year minus the first three quarters, all filed. EPS stays blank — dilution doesn't subtract.