Dividend And BuybackA 12% increase to the dividend and $5B for buyback capacity were positives.
Growth ProjectionsThe company has diversified end-market exposure through acquisitions, which should enable it to outgrow the overall market and drive an EPS CAGR of 15-20% over the next three years.
Market PerformanceKLAC delivered strong results above consensus expectations, reflecting continued strength in leading-edge foundry/logic and HBM, combined with accelerating momentum in advanced packaging.