KLA Q1 FY26: where the revenue came from and where it went
The whole income statement of KLA for this quarter, as one diagram: what earned the revenue, and what it went on.
- Period
- Jul 1 – Sep 30, 2025
- Reported
- Oct 31, 2025
Revenue$3.21B
+13% year over year
Gross profit$1.97B
61% margin
Operating profit$1.34B
42% margin
Net profit$1.12B
35% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.21 | 100% | +13% |
| Wafer inspection | 1.54 | 48% | +12% |
| Services | 0.75 | 23% | +16% |
| Patterning | 0.67 | 21% | +16% |
| PCB & component inspection | 0.12 | 4% | +61% |
| Specialty semiconductor | 0.10 | 3% | −11% |
| Other | 0.04 | 1% | −35% |
| Cost of revenue | −1.24 | 39% | |
| Gross profit | 1.97 | 61% margin | +2pp |
| R&D | −0.36 | 11% | +0pp |
| SG&A | −0.27 | 9% | +0pp |
| Operating profit | 1.34 | 42% margin | +0pp |
| Interest & other costs | −0.03 | ||
| Tax | −0.19 | ||
| Net profit | 1.12 | 35% margin | +2pp |
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