For the quarter ended June 2026, KLA (KLAC) reported revenue of $3.66 billion, up 15.2% over the same period last year. EPS came in at $1.05, compared to $0.94 in the year-ago quarter.
The reported revenue represents a surprise of +1.32% over the Zacks Consensus Estimate of $3.61 billion. With the consensus EPS estimate being $1.00, the EPS surprise was +5%.
While investors scrutinize revenue and earnings changes year-over-year and how they compare with Wall Street expectations to determine their next move, some key metrics always offer a more accurate picture of a company's financial health.
Since these metrics play a crucial role in driving the top- and bottom-line numbers, comparing them with the year-ago numbers and what analysts estimated about them helps investors better project a stock's price performance.
Here is how KLA performed in the just reported quarter in terms of the metrics most widely monitored and projected by Wall Street analysts:- Revenues- Semiconductor Process Control: $3.26 billion versus $3.27 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +13.2% change.
- Revenues- Specialty Semiconductor Process: $159.7 million versus $159.85 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +12.6% change.
- Revenues- Service: $820.41 million versus $806.64 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +16.8% change.
- Revenues- Product: $2.84 billion versus $2.69 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.8% change.
- Revenues- PCB and Component Inspection: $159.7 million versus $175.04 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +3.6% change.
View all Key Company Metrics for KLA here>>>
Shares of KLA have returned -27% over the past month versus the Zacks S&P 500 composite's +1.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.Beyond Nvidia: AI's Second Wave Is Here
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This article originally published on Zacks Investment Research (zacks.com).
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