KLAC · Q2 FY26 · Oct 1 – Dec 31, 2025
KLA Q2 FY26: where the revenue came from and where it went
KLA Q2 FY26: revenue $3.3B (+7% year over year). Net profit $1.1B. Largest cohort Wafer Inspection $1.6B. The whole income statement as a sankey diagram from the SEC filing.
- Period
- Oct 1 – Dec 31, 2025
- Reported
- Jan 30, 2026
Tap the diagram to enlarge · figures in billions of dollars
Revenue$3.3B
+7% year over year
Gross profit$2B
61% margin
Operating profit$1.4B
41% margin
Net profit$1.1B
35% margin
The numbers
| Item | Value | Share of revenue | Year over year |
|---|---|---|---|
| Revenue | 3.3 | 100% | +7% |
| Wafer Inspection | 1.6 | 48% | +1% |
| Service | 0.8 | 24% | +18% |
| Patterning | 0.7 | 21% | +31% |
| Specialty Semiconductor Process | 0.1 | 3% | −15% |
| PCB and Component Inspection | 0.1 | 3% | −14% |
| Cost of revenue | −1.3 | 39% | |
| Gross profit | 2 | 61% margin | +1pp |
| Research & development | −0.4 | 12% | +0pp |
| SG&A | −0.3 | 8% | +0pp |
| Operating profit | 1.4 | 41% margin | +0pp |
| Tax | −0.3 | ||
| Net profit | 1.1 | 35% | +8pp |
Older quarters
-
Q3 FY26 3/2026Revenue $3.4B Net margin 35%
-
Q1 FY26 9/2025Revenue $3.2B Net margin 35%
-
Q3 FY25 3/2025Revenue $3.1B Net margin 36%
New results in your inbox
When a big company reports, you get the diagram before anyone has time to comment on it. No spam, one-click unsubscribe.