KLA-TENCOR WKN: 865884 ISIN: US4824801009 Kürzel: KLAC Forum: Aktien Thema: Hauptdiskussion

Das sieht blendend aus, gleich mal nachgelegt. $KLAC | KLA Corporation Q1'25 Earnings Highlights: 🔹 EPS (Non-GAAP): $7.33 (Est. $7.04) 🟢 🔹 Revenue: $2.84B (Est. $2.75B) 🟢; UP +18.6% YoY Q2'25 Guidance: 🔹 Revenue: $2.95B +/- $150M (Est. $2.85B) 🟢 🔹 Non-GAAP EPS: $7.75 +/- $0.60 (Est. $7.40) 🟢 🔹 Non-GAAP Gross Margin: 61.5% +/- 1.0% Key Financial Metrics (Non-GAAP): 🔹 Net Income $988M (vs. $786M in Q1'24) 🔹 Free Cash Flow: $934.8M (Last 12 Months: $3.15B) 🔹 Operating Cash Flow: $995.2M (Last 12 Months: $3.42B) 🔹 Capital Returns: $765.5M this quarter (YTD: $2.64B) Business Highlights: 🔸 Revenue Growth Drivers: Strong performance despite customer challenges, with sequential revenue growth expected through 2024 and into 2025. 🔸 Customer Investments: Focused on leading-edge AI and high-performance computing applications. 🔸 Operational Excellence: Disciplined execution and a robust product portfolio position KLA to capture semiconductor growth opportunities. CEO Rick Wallace’s Commentary: 🔸 "KLA’s Q1 results reflect our continued outperformance and sequential revenue growth. We remain optimistic about semiconductor market growth in Q4 2024 and 2025, as KLA supports customer investments in advanced technologies."