KLAC · 8-K · 20261028PR000032
Supply Chain and Inventory
KLA CORP · 2026-10-28 · Importance 42 · Surprise 40 · From source text
KLA reported inventories of $4.090 billion at September 30, 2026, compared with $3.649 billion at June 30, 2026. The balance increased by $442 million, or approximately 12.1%, quarter over quarter. The release provides no explanation of the increase or additional detail on inventory availability, lead times, or supply constraints.
Key facts
- KLA CORP inventory was $4,090.426 million as of September 30, 2026, compared with $3,648.538 million as of June 30, 2026. source
- KLA CORP inventory-related cash flow was a $433.839 million use of cash in the three months ended September 30, 2026, compared with a $212.304 million use in the three months ended June 30, 2026 and a $95.738 million use in the three months ended September 30, 2025. source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| assets | positive | realized | +2.5% | KLA CORP inventory was $4,090.426 million as of September 30, 2026, compared with $3,648.538 million as of June 30, 2026. |