For the quarter ended September 2026, KLA (KLAC Quick QuoteKLAC - Free Report) reported revenue of $4.14 billion, up 28.9% over the same period last year. EPS came in at $1.22, compared to $0.88 in the year-ago quarter.

The reported revenue represents a surprise of +2.2% over the Zacks Consensus Estimate of $4.05 billion. With the consensus EPS estimate being $1.18, the EPS surprise was +3.39%.

While investors closely watch year-over-year changes in headline numbers -- revenue and earnings -- and how they compare to Wall Street expectations to determine their next course of action, some key metrics always provide a better insight into a company's underlying performance.

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:

• Geographic Revenues- China: $1.43 billion compared to the $1 billion average estimate based on two analysts. The reported number represents a change of +12.5% year over year.
• Geographic Revenues- Taiwan: $1.02 billion compared to the $1.15 billion average estimate based on two analysts. The reported number represents a change of +28.9% year over year.
• Geographic Revenues- Korea: $497.17 million versus the two-analyst average estimate of $683.67 million. The reported number represents a year-over-year change of +66.1%.
• Geographic Revenues- Rest of Asia: $218.23 million versus the two-analyst average estimate of $140.74 million. The reported number represents a year-over-year change of +106.9%.
• Revenues- Specialty Semiconductor Process: $139.49 million versus the three-analyst average estimate of $173.38 million. The reported number represents a year-over-year change of +16.5%.
• Revenues- Service: $850.55 million versus $853.57 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +14.2% change.
• Revenues- Product: $3.29 billion versus the three-analyst average estimate of $3.16 billion. The reported number represents a year-over-year change of +33.3%.
• Revenues- Semiconductor Process Control: $3.75 billion versus $3.63 billion estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +29.5% change.
• Revenues- PCB and Component Inspection: $242.15 million versus $207.11 million estimated by three analysts on average. Compared to the year-ago quarter, this number represents a +27.8% change.
• Revenues by Major Product Categories- Services: $850.55 million versus the two-analyst average estimate of $846.95 million. The reported number represents a year-over-year change of +14.2%.
• Revenues by Major Product Categories- Patterning: $862.47 million compared to the $819.78 million average estimate based on two analysts. The reported number represents a change of +29.1% year over year.
• Revenues by Major Product Categories- Wafer Inspection: $2.11 billion versus $2.02 billion estimated by two analysts on average. Compared to the year-ago quarter, this number represents a +37.4% change.

View all Key Company Metrics for KLA here>>>

Shares of KLA have returned -16.4% over the past month versus the Zacks S&P 500 composite's +0.7% change. The stock currently has a Zacks Rank #2 (Buy), indicating that it could outperform the broader market in the near term.