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

Impact estimates

metricdirectionstageexpectedbasis
revenuepositiverealizedTotal revenues for year ended June 30, 2026: $13,579,476 (thousands).
net_incomepositiverealizedNet income for year ended June 30, 2026: $4,830,771 (thousands).
revenuepositiverealizedProduct revenues for year ended June 30, 2026: $10,453,537 (thousands).
revenuepositiverealizedService revenues for year ended June 30, 2026: $3,125,939 (thousands).
revenuepositiverealizedSemiconductor Process Control segment revenue for year ended June 30, 2026: $12,244,733 (thousands).
revenuepositiverealizedWafer Inspection revenue for year ended June 30, 2026: $6,630,813 (thousands).
revenuepositiverealizedPatterning revenue for year ended June 30, 2026: $2,706,763 (thousands).