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KLA (KLAC) Q2 Earnings: Taking a Look at Key Metrics Versus Estimates

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For the quarter ended December 2025, KLA (KLAC - Free Report) reported revenue of $3.3 billion, up 7.2% over the same period last year. EPS came in at $8.85, compared to $8.20 in the year-ago quarter.

The reported revenue compares to the Zacks Consensus Estimate of $3.26 billion, representing a surprise of +1.02%. The company delivered an EPS surprise of +0.36%, with the consensus EPS estimate being $8.82.

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.

As these metrics influence top- and bottom-line performance, comparing them to the year-ago numbers and what analysts estimated helps investors project a stock's price performance more accurately.

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 billion versus the three-analyst average estimate of $2.94 billion. The reported number represents a year-over-year change of +9%.
  • Revenues- Specialty Semiconductor Process: $140.58 million versus $144.58 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a -12.4% change.
  • Revenues- Service: $786.05 million compared to the $751.55 million average estimate based on three analysts. The reported number represents a change of +17.8% year over year.
  • Revenues- Product: $2.51 billion versus the three-analyst average estimate of $2.49 billion. The reported number represents a year-over-year change of +4.2%.
  • Revenues- PCB and Component Inspection: $152.18 million versus the three-analyst average estimate of $159.69 million. The reported number represents a year-over-year change of -5.5%.

View all Key Company Metrics for KLA here>>>

Shares of KLA have returned +33.9% over the past month versus the Zacks S&P 500 composite's +0.8% change. The stock currently has a Zacks Rank #1 (Strong Buy), indicating that it could outperform the broader market in the near term.

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