KLAC · Q1 FY26 · Jul 1 – Sep 30, 2025
KLA Q1 FY26: where the revenue came from and where it went
KLA Q1 FY26: revenue $3.2B (+13% year over year). Net profit $1.1B. Largest cohort Wafer Inspection $1.5B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Jul 1 – Sep 30, 2025
- Reported
- Oct 31, 2025
Tap the diagram to enlarge · figures in billions of dollars
Revenue$3.2B
+13% year over year
Gross profit$2B
61% margin
Operating profit$1.3B
42% margin
Net profit$1.1B
35% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.2 | 100% | +13% |
| Wafer Inspection | 1.5 | 47% | +12% |
| Service | 0.7 | 22% | +16% |
| Patterning | 0.7 | 22% | +16% |
| PCB and Component Inspection | 0.1 | 3% | +61% |
| Specialty Semiconductor Process | 0.1 | 3% | −11% |
| Cost of revenue | −1.2 | 38% | |
| Gross profit | 2 | 61% margin | +2pp |
| Research & development | −0.4 | 11% | +0pp |
| SG&A | −0.3 | 8% | +0pp |
| Operating profit | 1.3 | 42% margin | +0pp |
| Tax | −0.2 | ||
| Net profit | 1.1 | 35% | +2pp |
Older quarters
-
Q3 FY26 3/2026Revenue $3.4B Net margin 35%
-
Q2 FY26 12/2025Revenue $3.3B Net margin 35%
-
Q3 FY25 3/2025Revenue $3.1B Net margin 36%
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