KLA Corporation and its majority-owned subsidiaries (“KLA” or the “Company,” and also referred to as “we,” “our,” “us” or similar references) are suppliers of industry-leading equipment and services that enable innovation throughout the electronics industry.
10-K, Aug 6, 2026
In the company’s words: first descriptive sentence of 10-K Item 1, verbatim (extractive). Item 1 · Business · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
Voices · third-party opinions, not SEC data
Not investment advice. They could be wrong or outdated. See the original source and date; the view may have changed.
Tom HancockInvestorSep 2, 2026Invests
Our summary: Hancock said there is a lot of opportunity in stocks that supply data centers, such as KLA.
Voice details · not SEC data. As stated on Sep 2, 2026; the view may have changed.
Jim CramerInvestorSep 1, 2026Invests
Our summary: In his lightning round Cramer called KLA a great company.
“I think it's a great company”
Voice details · not SEC data. As stated on Sep 1, 2026; the view may have changed.
How does KLA make money?
Empty state, nothing estimated.
What is left of every $100?
Of every $100 of revenue, FY2026.
Calculated: amount ÷ revenue × 100.
Where do customers sit?
“We provide advanced process control and process-enabling solutions for manufacturing wafers, reticles/masks, chemicals/materials, integrated circuits (“ICs” or “chips”), packaged ICs and printed circuit boards (“PCBs”), as well as comprehensive support and services across our installed base.”
“Our suite of advanced products, coupled with our unique process control software and services, allows us to deliver solutions that help our customers achieve their technology advancement and high-volume production goals by improving yields while reducing waste, risks and costs.”
“This improves our customers’ overall profitability and return on investment.”
Item 1 · Business · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
Why do people invest?
“Revenue growth also benefited from higher service revenues, which increased 16% due to growth in our installed base of tools.”
Item 7 · MD&A · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
“The strength of our competitive positions in many of our existing markets is primarily due to our leading technology, which is the result of our continuing significant investments in product R&D.”
Item 1 · Business · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
“R&D expenses during the fiscal year ended June 30, 2026 increased compared to the fiscal year ended June 30, 2025, primarily due to increases in employee-related expenses of $124.8 million as a result of increased headcount and higher compensation and benefits costs, and engineering project material costs of $36.0 million.”
Item 7 · MD&A · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
Verbatim · selection. Sentences selected by rules from the 10-K and checked word for word against it; no AI summary. Not investment advice, not a recommendation, no forecast.
3 of 3 points met the selection rules (score, subject = the metric, quoted number within ±10% of the stored value).
How fast is revenue growing?
Source & method
Did the growth reach the shareholder?
Source & method
How profitable is it?
Source & method
How much cash does it make, and where does it go?
Source & method
How strong is the balance sheet?
Source & method
How much revenue hangs on one customer?
Source & method
Only what filings state. Anonymous customers stay anonymous.
Largest customers (KLA annual report)
“In each of the fiscal years ended June 30, 2026 and 2025, one customer accounted for approximately 19% of total revenues.”
10-K · 0000319201-26-000027 · filed Aug 6, 2026 · basis: filing text, verified verbatim
Suppliers named by KLA
No supplier among the covered companies is named in the filings.
KLA holds stakes in
No stake in a covered company found in SEC filings.
Others name KLA
1 competitor mention (e.g. ASML) in covered companies’ filings. Mentions, not confirmed relationships.
What could go wrong?
“We depend on information technology for our business and are exposed to risks related to cybersecurity threats and cyber incidents affecting our, our customers’, suppliers’ and other service providers’ systems and networks.”
Item 1A · Risk Factors · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
“Recently announced and future U.S. tariffs, retaliatory trade measures and other trade restrictions, as well as uncertainty regarding tariff authority, implementation and refund processes, may have a material adverse impact on our results of operations.”
Item 1A · Risk Factors · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
“We are exposed to various risks related to the legal, regulatory and tax environments in which we perform our operations and conduct our business.”
Item 1A · Risk Factors · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
“We depend on key personnel to manage our business effectively, and if we are unable to attract, retain and motivate our key employees, our sales and product development could be harmed.”
Item 1A · Risk Factors · 10-K · 0000319201-26-000027 · filed Aug 6, 2026
Short verbatim quotes from the risk factors in Item 1A, one per theme (a partial selection). Full list: 10-K.
Who owns more than 5%?
13G · as of Mar 31, 2026 · filed Apr 30, 2026
13G/A · filed Jan 25, 2024 · older than 18 months, current position unknown
Holders above 5% from Schedule 13G/13D, SEC filings only. “(then)”: reported in a filing older than 18 months; the current position is not known from SEC 13G/13D data.
4 filings reporting a stake below 5% (e.g. after selling) not listed.
Largest institutional holders, 13F, quarter ending Jun 30, 2026
126.2M shares · 13F filed Aug 7, 2026 · share of 13F-reported
85.3M shares · 13F filed Aug 13, 2026 · share of 13F-reported
62.9M shares · 13F filed Aug 7, 2026 · share of 13F-reported
45.3M shares · 13F filed Aug 12, 2026 · share of 13F-reported
44.8M shares · 13F filed Aug 14, 2026 · share of 13F-reported
2,482 13F filers report positions. 13F covers managers with over $100M in US equities; it is not a full shareholder list, and shares are not a percentage of shares outstanding. 1 large filing with inconsistent reported value per share left out.
Insiders, last 12 months (Form 4, open market)
0 purchases · 22 sales · $112M sold
Grants, gifts and tax withholding counted separately · window Oct 13, 2025 – Oct 13, 2026
| Metric | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cost of revenue | ||||||||||
| D&A | ||||||||||
| Gross profit calc. | ||||||||||
| Income taxes | ||||||||||
| Interest expense | ||||||||||
| Net income | ||||||||||
| Research and development | ||||||||||
| Revenue | ||||||||||
| SG&A | ||||||||||
| Metric | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Cash and equivalents | ||||||||||
| Current liabilities | ||||||||||
| Current portion of long-term debt | not reported | not reported | not reported | |||||||
| Equity | ||||||||||
| Equity incl. NCI | ||||||||||
| Long-term debt | ||||||||||
| Total assets | ||||||||||
| Total debt calc. | ||||||||||
| Total liabilities & equity | ||||||||||
| Metric | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| Buybacks | ||||||||||
| Capex | ||||||||||
| Dividends | ||||||||||
| Free cash flow calc. | ||||||||||
| Interest paid | ||||||||||
| Operating cash flow | ||||||||||
| Stock-based compensation | ||||||||||
| Metric | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| EPS basic | ||||||||||
| EPS diluted | ||||||||||
| Wtd. shares basic | ||||||||||
| Wtd. shares diluted | ||||||||||
| Metric | FY2017 | FY2018 | FY2019 | FY2020 | FY2021 | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 |
|---|---|---|---|---|---|---|---|---|---|---|
| NCI income | not reported | |||||||||
| Pretax income | ||||||||||
| Short-term borrowings / commercial paper | not reported | not reported | not reported | not reported | not reported | not reported | ||||
| Total liabilities | ||||||||||
extractive: verbatim sentences selected by rules from Item 1, 1A and 7; no AI summary; every sentence matched verbatim against the filing text. Numbers: Hollsteen SEC dataset. Every value opens its SEC source · version history of all values