KLAC · News · 20260812N
Revenue Performance and Mix
KLA CORP · 2026-08-12 · Importance 49 · Surprise 22 · No source text
KLA reported second-quarter revenue of $3.66 billion, up 15.2% year over year. The result exceeded analysts’ expectations for the quarter. The digest provides no segment or geographic revenue breakdown for the period.
Key facts
- KLA exceeded Q2 earnings expectations with an EPS of $1.05 and revenue of $3.66 billion, a 15.2% year-over-year increase. source
- Wedge Capital's item reports KLA exceeded Q2 earnings expectations with $1.05 EPS and $3.66 billion in revenue. source
- Butensky & Cohen Financial Security Inc. increased its stake in KLA Corporation by 600.7% in the second quarter, making it their largest holding at 2.4% of their investment portfolio valued at $9.5 million. source
- Wedge Capital Management L L P NC increased its stake in KLA Corporation by 781.5% in the second quarter, holding 359,277 shares valued at $108.4 million and making it their largest holding. source
- KLA recently increased its quarterly dividend to $0.23 per share. source
- KLA President and CEO Richard P. Wallace sold 87,568 shares of KLA common stock on August 11, 2026 at $198.95 per share under a Rule 10b5-1 plan adopted on November 19, 2025. source
- KLA executive Ahmad A. Khan sold 33,180 shares on August 11, 2026 at $198.95 per share under a Rule 10b5-1 plan established on May 11, 2026. source
- Insider share sales totaling $26.2 million occurred in the last quarter at KLA. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | +3.6% | KLA exceeded Q2 earnings expectations with an EPS of $1.05 and revenue of $3.66 billion, a 15.2% year-over-year increase. |
| net_income | positive | realized | — | KLA exceeded Q2 earnings expectations with an EPS of $1.05 and revenue of $3.66 billion, a 15.2% year-over-year increase. |