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Gross Margin by Segment
Analyzes the profitability of each segment by comparing revenue to cost of goods sold, revealing efficiency and pricing power in various parts of the business.KLA's Semiconductor Process Control segment shows resilience with stable margins, while Specialty Semiconductor Process faces margin pressure. The PCB, Display and Component Inspection segment experienced volatility, notably a sharp dip in early 2024, but rebounded strongly. Despite global trade uncertainties impacting margins, KLA's earnings call highlights robust revenue growth driven by advanced packaging and services, suggesting strategic focus on high-demand areas. However, ongoing trade challenges and export controls could pressure margins further, underscoring the importance of KLA's market leadership and strategic investments.
Date | Semiconductor Process Control | Specialty Semiconductor Process | PCB, Display and Component Inspection |
|---|---|---|---|
Mar 31, 2025 | 64.45 | 53.56 | 48.12 |
Dec 31, 2024 | 63.98 | 50.57 | 34.47 |
Sep 30, 2024 | 62.78 | 50.25 | 41.70 |
Jun 30, 2024 | 64.17 | 51.99 | 44.94 |
Mar 31, 2024 | 64.10 | 53.03 | -0.71 |
Dec 31, 2023 | 64.64 | 54.16 | 39.97 |
Sep 30, 2023 | 64.93 | 54.69 | 29.27 |
Jun 30, 2023 | 63.63 | 50.80 | 29.74 |
Mar 31, 2023 | 62.99 | 50.86 | 32.87 |
Dec 31, 2022 | 63.15 | 53.16 | 31.69 |