Q3 25 EPS
$8.41
BEAT +4.03%
Est. $8.08
Q3 25 Revenue
$3.06B
BEAT +1.77%
Est. $3.01B
vs S&P Since Q3 25
+121.6%
BEATING MARKET
KLAC +150.6% vs S&P +29.0%
Market Reaction
Did KLAC Beat Earnings? Q3 2025 Results
KLA Corporation posted a strong fiscal third quarter for 2025, beating Wall Street expectations on both the top and bottom lines as demand for semiconductor process control equipment surged. The company reported non-GAAP diluted EPS of $8.41, clearin… Read more KLA Corporation posted a strong fiscal third quarter for 2025, beating Wall Street expectations on both the top and bottom lines as demand for semiconductor process control equipment surged. The company reported non-GAAP diluted EPS of $8.41, clearing the $8.08 consensus estimate by 4.03%, while revenue climbed to $3.06 billion, a 30.0% increase year over year that edged past the $3.01 billion analyst consensus by 1.77%. The primary engine behind the outperformance was KLA's Semiconductor Process Control segment, which generated $2.74 billion in quarterly revenue compared to $2.10 billion a year ago, reflecting robust demand tied to leading-edge AI-driven chip investments. Operating cash flow reached $1.07 billion for the quarter, and the company returned $732.52 million to shareholders through buybacks and dividends, while also announcing a 12% dividend increase and a fresh $5.00 billion repurchase authorization. Looking ahead, KLA guided fiscal Q4 2025 revenue to $3.08 billion and non-GAAP EPS of $8.53, with management noting that despite broader trade uncertainty, no customers have signaled any demand changes for calendar year 2025.
Key Takeaways
- • Growing relevancy in semiconductor manufacturing
- • Leadership in process control enabling leading-edge AI investments
- • Strong product revenue growth year-over-year
- • Semiconductor Process Control segment driving majority of revenue growth
- • KLA Operating Model guiding execution and investment differentiation
KLAC YoY Financials
Q3 2025 vs Q3 2024, source: SEC Filings
KLAC Revenue by Segment
With YoY comparisons, source: SEC Filings
“KLA's March quarter results were above the midpoint of our guidance ranges and established a strong start to the calendar year. Though global trade dynamics are driving uncertainty across the global economy, to date, we have received no indications of demand changes from our customers for calendar year 2025.”
— Rick Wallace, Q3 2025 Earnings Press Release
KLAC Earnings Trends
KLAC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KLAC EPS Trend
Earnings per share: estimate vs actual
KLAC Revenue Trend
Quarterly revenue: estimate vs actual
KLAC Quarterly Results
5 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 | — | $9.40 | — | $3.42B | +1.22% |
| Q2 26 BEAT | $8.80 | $8.85 | +0.59% | $3.30B | +1.43% |
| Q1 26 BEAT | $8.62 | $8.81 | +2.24% | $3.21B | +1.25% |
| Q4 25 BEAT FY | $8.55 | $9.38 | +9.71% | $3.17B | +2.72% |
| FY Full Year | $32.56 | $33.28 | +2.20% | $12.16B | +0.70% |
| Q3 25 BEAT | $8.08 | $8.41 | +4.03% | $3.06B | +1.77% |