KLA Corporation announced record financial and operating results for its fourth quarter and full fiscal year ended June 30, 2025. For Q4 FY25, the company reported GAAP net income of $1.20 billion and GAAP diluted earnings per share (EPS) of $9.06 on total revenues of $3.175 billion. Non-GAAP diluted EPS was $9.38, exceeding analyst consensus estimates of $8.53, while revenues also surpassed Street forecasts of $3.08 billion.
For the full fiscal year 2025, KLA reported GAAP net income of $4.06 billion and GAAP diluted EPS of $30.37 on total revenues of $12.16 billion. CEO Rick Wallace highlighted strong across-the-board results, including generating record quarterly free cash flow, reflecting KLA's critical role in enabling and supporting the AI infrastructure buildout. The company's industry-leading technologies are driving semiconductor-based innovation for global customers.
KLA provided guidance for the first quarter of fiscal 2026, expecting total revenues between $3.075 billion and $3.225 billion, with non-GAAP diluted EPS ranging from $8.28 to $9.78. This outlook is underpinned by expectations of sustained strong investment in leading-edge foundry/logic and memory, particularly High Bandwidth Memory (HBM), driven by AI and premium mobile demand. The company also noted evolving opportunities in advanced semiconductor packaging.
The company's commitment to capital returns was reaffirmed, with the announcement of a new $5 billion share repurchase authorization, in addition to approximately $457 million remaining from the existing program. KLA also increased its quarterly dividend to $1.90 per share, marking its sixteenth consecutive annual increase. These actions reflect confidence in KLA's business model, strong free cash flow generation, and dedication to maximizing shareholder value.
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