KLA Corp

KLAC: XNAS (USA)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
	Q^V	LOCK\|Y^	LOCK\|X>C&yM#b

KLA Earnings: Strong AI Momentum Continues and Drives Our Valuation Higher

William Kerwin

Oct 30, 2025

KLA's September-quarter results were above the midpoints of guidance, with sales rising 13% year over year to $3.21 billion. Non-GAAP operating margin rose 170 basis points year over year to 43.2%. December-quarter guidance implies roughly flat revenue and margin sequentially.

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KLA Corp

KLA Earnings: Strong AI Momentum Continues and Drives Our Valuation Higher

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