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Revenue by Segment
Breaks down revenue by business segment, offering insight into which areas are driving growth and how the company is strategically positioned.Semiconductor Process Control is the clear growth engine—dominant and accelerating into 2025–26 as KLA captures market share and benefits from a surge in advanced packaging demand—shifting company revenue from cyclical to sustained high‑teens growth. Smaller businesses (PCB/Display and Specialty) show patchy recovery, adding incremental diversification but not material scale yet. That favorable mix lifts bookings and cash flow, but management warns DRAM-related component costs, tariffs and near‑term scaling constraints will pressure gross margins even as revenue momentum continues.
Date | Other | Semiconductor Process Control | Specialty Semiconductor Process | PCB, Display and Component Inspection | Corporate Allocations and Effects of Foreign Currency Exchange Rates |
|---|---|---|---|---|---|
Sep 30, 2026 | $0.00 | $3.75B | $139.49M | $242.15M | $123.00K |
Jun 30, 2026 | $0.00 | $3.26B | $159.70M | $241.11M | -$39.00K |
Mar 31, 2026 | $0.00 | $3.08B | $164.03M | $167.64M | -$504.00K |
Dec 31, 2025 | $0.00 | $3.00B | $140.58M | $152.18M | -$254.00K |
Sep 30, 2025 | $0.00 | $2.90B | $119.75M | $189.49M | -$1.17M |
Jun 30, 2025 | $0.00 | $2.88B | $141.87M | $154.11M | $1.12M |
Mar 31, 2025 | $0.00 | $2.74B | $156.50M | $168.55M | -$840.00K |
Dec 31, 2024 | $0.00 | $2.76B | $160.41M | $161.08M | -$379.00K |
Sep 30, 2024 | $0.00 | $2.58B | $128.33M | $137.98M | $73.00K |
Jun 30, 2024 | $0.00 | $2.31B | $121.27M | $140.02M | -$544.00K |