KLA Corporation KLAC Business Segments
| Q3 '26 | Q2 '26 | Q1 '26 | Q4 '25 | Q3 '25 | ||
|---|---|---|---|---|---|---|
| Total segment profit by Business | ||||||
| PCB And Component Inspection | $21.33M+106% | -$2.5M+99.1% | $26.49M+211% | -$1.44M+99.7% | $10.37M+1,193% | |
| Semiconductor Process Control | $1.36B+7.5% | $1.34B+8.1% | $1.31B+14.9% | $1.36B— | $1.27B-5.6% | |
| Specialty Semiconductor Process | $23.44M-29.8% | $10.75M-63.0% | $5.99M-53.8% | $23.53M— | $33.39M-51.8% | |
| Revenue by Business | ||||||
| PCB And Component Inspection | $95.15M-8.7% | $80.35M-13.9% | $117.3M+60.9% | $85.4M+14.8% | $104.25M+52.6% | |
| Semiconductor Process Control | $3.08B+12.6% | $3B+9.0% | $2.9B+12.6% | $2.88B+24.7% | $2.74B+30.7% | |
| Specialty Semiconductor Process | $164.03M+4.8% | $140.58M-12.4% | $119.76M-6.7% | $141.87M+17.0% | $156.5M+19.8% | |
| Cost of revenue by Business | ||||||
| PCB And Component Inspection | $80.96M-7.4% | $80.43M-23.8% | $93.18M+15.8% | $85.39M-13.2% | $87.45M-11.1% | |
| Semiconductor Process Control | $1.13B+15.8% | $1.09B+9.3% | $1.06B+10.3% | $998.08M+28.6% | $973.62M+25.5% | |
| Specialty Semiconductor Process | $88.51M+21.8% | $73.69M-7.1% | $61.54M-3.6% | $67.36M+9.6% | $72.67M+18.3% | |
| Other segment items by Business | ||||||
| PCB And Component Inspection | $11.42M-30.4% | $11.98M-95.4% | $12M-32.7% | $13.72M-85.0% | $16.4M-82.0% | |
| Semiconductor Process Control | $8.81M-12.5% | $9.74M-7.6% | $9.75M-15.8% | $9.76M-30.3% | $10.06M-28.1% | |
| Specialty Semiconductor Process | $26.75M-1.6% | $27.28M0.0% | $27.28M0.0% | $27.2M+0.7% | $27.2M+0.7% | |
| Goodwill, net by Business | ||||||
| PCB And Component Inspection | $349.01M-0.4% | $349.36M-0.3% | $349.67M-39.8% | $350.45M-39.7% | $350.45M— | |
| Semiconductor Process Control | $758.43M+0.4% | $759.97M+0.9% | $759.87M+0.9% | $759.89M+0.9% | $755.22M— | |
| Specialty Semiconductor Process | $681.04M-0.1% | $681.27M-0.1% | $681.48M-0.1% | $681.86M0.0% | $681.86M— | |
| SG&A by Business | ||||||
| PCB And Component Inspection | $24.03M+0.5% | $25.27M-4.3% | $25.7M-7.1% | $24.7M-14.9% | $23.91M-17.6% | |
| Semiconductor Process Control | $240.77M+21.4% | $237.62M+10.3% | $215.04M+11.2% | $206.94M+13.6% | $198.31M+8.9% | |
| Specialty Semiconductor Process | $11.52M+10.6% | $11.95M-13.2% | $11.44M-18.0% | $10.86M-1.2% | $10.42M-5.2% | |
| Non-deductible impairment of goodwill by Business | ||||||
| PCB And Component Inspection | $70.5M0.0% | $70.5M0.0% | $70.5M0.0% | $70.5M0.0% | $70.5M— | |
| Semiconductor Process Control | $277.6M0.0% | $277.6M0.0% | $277.6M0.0% | $277.6M0.0% | $277.6M— | |
| R&D by Business | ||||||
| PCB And Component Inspection | $29.91M-1.7% | $37M+4.8% | $32.11M-10.8% | $31.74M-14.1% | $30.41M-17.7% | |
| Semiconductor Process Control | $344.3M+19.0% | $333.83M+11.5% | $311.02M+13.3% | $302.87M+12.4% | $289.22M+7.4% | |
| Specialty Semiconductor Process | $13.81M+7.6% | $16.91M+53.5% | $13.51M+31.1% | $12.91M+29.0% | $12.83M+28.1% | |
| Foreign currency adjustments by Business | ||||||
| PCB And Component Inspection | -$350K— | -$312K— | -$780K— | $0— | $0— | |
| Semiconductor Process Control | -$1.53M-169% | $94K+492% | -$12K-140% | $4.66M+93,320% | $2.24M+44,800% | |
| Specialty Semiconductor Process | -$230K— | -$207K— | -$379K— | $0— | $0— | |
| Revenue by Product | ||||||
| Other | $46.19M+142% | $40.21M-49.6% | $42.82M-35.4% | $39.32M-38.1% | $19.09M-66.8% | |
| Patterning | $615.08M-3.4% | $696.16M+31.2% | $667.43M+15.8% | $452.84M-16.5% | $636.42M+18.0% | |
| Services | $774.79M+15.8% | $786.05M+17.8% | $744.69M+15.6% | $702.56M+14.4% | $669.21M+13.3% | |
| Specialty Semiconductor Process | $144.2M+4.2% | $121.59M-15.0% | $100.22M-11.2% | $123.04M+16.4% | $138.38M+18.8% | |
| Wafer Inspection | $1.74B+16.3% | $1.57B+0.7% | $1.54B+12.3% | $1.77B+51.6% | $1.5B+51.4% | |
| Concentration risk, percentage by Product | ||||||
| Other | 1%0.0pp | 1%-1.0pp | 1%-1.0pp | —— | 1%-1.0pp | |
| Patterning | 18%-3.0pp | 21%+4.0pp | 21%+1.0pp | —— | 21%-2.0pp | |
| PCB And Component Inspection | 3%0.0pp | 2%-1.0pp | 4%+1.0pp | —— | 3%0.0pp | |
| Services | 23%+1.0pp | 24%+2.0pp | 23%0.0pp | —— | 22%-3.0pp | |
| Specialty Semiconductor Process | 4%0.0pp | 4%-1.0pp | 3%-1.0pp | —— | 4%-1.0pp | |
| Wafer Inspection | 51%+2.0pp | 48%-3.0pp | 48%0.0pp | 2%+1.0pp | 49%+7.0pp | |
| Revenue by Geography | ||||||
| China | $829.58M+4.6% | $994.89M-8.9% | $1.27B+5.7% | $958.85M-16.3% | $792.88M-20.5% | |
| Europe and Israel | $247.32M+45.4% | $161.17M+20.0% | $150.98M+4.3% | $125.06M+5.0% | $170.06M+31.5% | |
| Japan | $180.37M-46.7% | $229.05M+0.2% | $295.21M+56.6% | $377.17M+121% | $338.65M+26.8% | |
| Korea | $681.06M+79.9% | $479.31M+34.1% | $299.37M+25.4% | $478.17M+173% | $378.55M+88.1% | |
| North America | $410.24M+39.5% | $394.23M+37.8% | $297.91M-40.5% | $281.2M-9.1% | $293.98M+19.0% | |
| Rest of Asia | $197.39M+96.5% | $193.5M+100% | $105.47M-2.6% | $80.58M-35.2% | $100.44M+19.1% | |
| Taiwan | $869.11M-12.1% | $844.99M-4.1% | $793.61M+71.8% | $873.72M+66.9% | $988.47M+128% | |
| Land, property and equipment, net by Geography | ||||||
| Israel | $59.22M-17.7% | $62.41M-17.5% | $66.34M-18.1% | $68.6M-18.6% | $71.97M-19.5% | |
| Rest of Asia | $71.78M+124% | $71.26M+130% | $63.72M+96.5% | $49.11M+56.5% | $32.1M-8.2% | |
| Singapore | $178.57M+17.3% | $165.6M+12.0% | $160.42M+9.7% | $153.05M+3.0% | $152.29M+1.0% | |
| United States | $768.97M+8.2% | $764.87M+9.1% | $739.28M+7.1% | $728.16M+5.5% | $710.57M+1.3% | |
| Concentration risk, percentage by Geography | ||||||
| Europe and Israel | 7.2%+1.7pp | 4.9%+0.5pp | 4.7%-0.4pp | —— | 5.5%-0.5pp | |
| North America | 12%+2.4pp | 12%+2.7pp | 9.3%-8.3pp | —— | 9.6%-0.4pp | |
| Rest of Asia | 5.8%+2.5pp | 5.9%+2.8pp | 3.3%-0.5pp | —— | 3.3%-0.7pp |
Chart any of these lines over time, or line them up against competitors.
Compare these in charts →Questions, answered.
- How does KLA Corporation break its business down?
- KLA Corporation (KLAC) reports total segment profit by business across 3 parts — PCB And Component Inspection, Semiconductor Process Control and Specialty Semiconductor Process. Each is extracted from the segment footnotes and tracked over time.
- Where does KLA Corporation's segment data come from?
- Segment breakdowns are pulled from the segment footnotes in KLA Corporation's SEC filings (the XBRL dimensional tags), so every line ties back to a reported figure. Switch between quarterly, annual, and TTM, or open any segment for its full history.
