earnings
confidence high
sentiment positive
materiality 0.80
KLA Q2 revenue $3.08B beats guidance; non-GAAP EPS $8.20 near upper end
KLA CORP
2025-Q2 EPS
reported $13.17
vs consensus $8.73
▲ beat
(+50.9%)
- Total revenue $3.077B (upper end of $2.95B +/- $150M guidance); non-GAAP diluted EPS $8.20 (near upper end).
- GAAP diluted EPS $6.16 includes $239.1M goodwill/intangibles impairment ($1.76/share).
- Cash from ops $849.5M; free cash flow $757.2M for quarter; capital returns $876.9M.
- Q3 FY2025 guidance: revenue $3.0B +/- $150M; non-GAAP diluted EPS $8.05 +/- $0.60.
- CEO notes impact from new U.S. export controls but momentum from AI/leading-edge investments.