KLAC · 8-K · 20260728PR000024

Segment Revenue Performance

KLA CORP · 2026-07-28 · Importance 69 · Surprise 64 · In source text

Semiconductor Process Control revenue increased 11.9% year over year to $12.24 billion in fiscal 2026 and increased 13.2% to $3.26 billion in the fourth quarter. PCB and Component Inspection revenue increased 20.7% for fiscal 2026 to $750.4 million and increased 56.5% in the fourth quarter to $241.1 million. Specialty Semiconductor Process revenue declined 0.5% for fiscal 2026 to $584.1 million, despite increasing 12.6% year over year in the fourth quarter to $159.7 million. Semiconductor Process Control represented approximately 90.2% of fiscal 2026 reportable-segment revenue, while PCB and Component Inspection increased its share to approximately 5.5% from 5.1%.

Key facts

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealized—Total revenues for reportable segments for three months ended June 30, 2026 were $3,657,595.