KLAC · 10-K · 2026A · Full report
Revenue Performance and Mix
KLA CORP · 2026-08-06 · Importance 54 · Surprise 40 · No source text
Fiscal 2026 total revenue increased 12% to $13.58 billion from $12.16 billion in fiscal 2025, driven by higher product sales to leading-edge foundry/logic, memory and advanced-packaging customers.,Product revenue increased $980.7 million, or approximately 10%, to $10.45 billion, while service revenue increased $442.6 million, or 16%, to $3.13 billion and represented approximately 23% of total revenue.,Semiconductor Process Control revenue increased 12% to $12.24 billion, PCB and Component Inspection revenue increased 21% to $750.4 million, and Specialty Semiconductor Process revenue decreased 1% to $584.1 million.,Revenue from wafer inspection increased to $6.63 billion, patterning increased to $2.71 billion, and services increased to $3.13 billion, while other revenue declined 25% to $153.1 million.
Key facts
- Services accounted for approximately 23% of total revenues in fiscal 2026. source
- Total revenues for year ended June 30, 2026: $13,579,476 (thousands). source
- Net income for year ended June 30, 2026: $4,830,771 (thousands). source
- Product revenues for year ended June 30, 2026: $10,453,537 (thousands). source
- Service revenues for year ended June 30, 2026: $3,125,939 (thousands). source
- Semiconductor Process Control segment revenue for year ended June 30, 2026: $12,244,733 (thousands). source
- Wafer Inspection revenue for year ended June 30, 2026: $6,630,813 (thousands). source
- Patterning revenue for year ended June 30, 2026: $2,706,763 (thousands). source
Impact estimates
| metric | direction | stage | expected | basis |
|---|---|---|---|---|
| revenue | positive | realized | — | Total revenues for year ended June 30, 2026: $13,579,476 (thousands). |
| net_income | positive | realized | — | Net income for year ended June 30, 2026: $4,830,771 (thousands). |
| revenue | positive | realized | — | Product revenues for year ended June 30, 2026: $10,453,537 (thousands). |
| revenue | positive | realized | — | Service revenues for year ended June 30, 2026: $3,125,939 (thousands). |
| revenue | positive | realized | — | Semiconductor Process Control segment revenue for year ended June 30, 2026: $12,244,733 (thousands). |
| revenue | positive | realized | — | Wafer Inspection revenue for year ended June 30, 2026: $6,630,813 (thousands). |
| revenue | positive | realized | — | Patterning revenue for year ended June 30, 2026: $2,706,763 (thousands). |