Company Dossier · Information Technology
KLA Corporation
- S&P 500
- Nasdaq-100
- Russell 1000
What KLA Corporation is doing, read from its filings, its own words and the news, with every figure dated and sourced. Not investment advice: no ratings, no price targets.
Open the full company record in Palanor: guidance, KPIs, ownership, calls, prices →
The latest read
Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.
- Revenue over the four quarters to June 30, 2026: $13.6 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $3.77 billion, up 0.5% from a year earlier.SEC EDGAR filings (XBRL)
- Capital expenditure over the four quarters to June 30, 2026: $0.38 billion, up 12% from a year earlier.SEC EDGAR filings (XBRL)
- Share buybacks in the fiscal year to June 30, 2026: $2.29 billion.SEC EDGAR filings (10-K)
- Latest earnings call or results release (July 28, 2026): sentiment 0.85 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
- Latest annual report (filed August 6, 2026): 1 risk factor added, 0 removed.Risk Factor Changes (10-K Item 1A)
- Insiders were net sellers in Q3 2026: $76.9 million on the open market.SEC Form 4
- 2,495 institutional managers reported a position at June 30, 2026 (+415 on the quarter before).SEC Form 13F
- H-1B filings certified in Q2 2026: 209 (152 a year earlier).U.S. Department of Labor (OFLC)
Risk events (12 months): 1 — latest OSHA inspection, Jan 28, 2026 →
Company Posture
How Company Posture is measured →What KLA Corporation is doing, on three axes, from its filings and its own words, as of 2026-10-22. A description, not a rating: Company Posture never says whether to buy.
Steady · Confident
Expanding ↔ Retrenching
Steady
- Capital spending47th pct
- Debt raised—
- Buybacks vs capex42nd pct
- Hiring filings63rd pct
- Deals and private raises48th pct
- Patent publications13th pct
Confident ↔ Hedging
Confident
- Call sentiment90th pct
- Call confidence80th pct
- Guidance changes37th pct
- Risk factors added71st pct
- Insider open-market trades45th pct
- + Call sentiment
- + Call confidence
- − Guidance changes
Pressure
Components only: Not yet shown as a score: in the back-test it did not add to a naive reader's forecast of impairment, debt acceleration or bankruptcy filings (8-K 2.06, 2.04, 1.03) (not enough events (17 in half 1; needs 20)).
- Fails-to-deliver93rd pct
- Stress filings49th pct
Credit
How these are built →KLA Corporation's borrowing from its SEC filings: the bonds it priced and the debt on its latest balance sheet. A description, not a rating.
Debt on the balance sheet
$5.9B
- Due within a year $0.0B
- Longer term $5.9B
- Default point $2.9B (short + ½ long)
Finance leases included · Jun 30, 2026 filing
Bonds priced, last 12 months
None
U.S. dollar tranches with a term sheet on EDGAR. Deals sold under Rule 144A file none and are not counted.
| Priced | Amount | Coupon | Matures | Spread | Yield |
|---|---|---|---|---|---|
| Jan 30, 2024 | $500M | 4.700% | 2034 (10y) | +72bp | 4.777% |
| Jan 30, 2024 | $250M | 4.950% | 2052 (28y) | +80bp | 5.093% |
From the pricing term sheets KLA Corporation filed with the SEC. Spread is to the benchmark Treasury (or Bund, Gilt) at pricing.
Charts
Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.
Cash flow
Capital returned and raised
What the company says
Hiring and ownership
In the news
Headlines that name KLA Corporation, with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.
- PositiveKLA Corporation: Fundamentals Are Strong, But The Stock Needs More (NASDAQ:KLAC)
seekingalpha.com · via Marketaux · Sep 30, 2026
Filings and records
The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.
- Oct 20, 2026LobbyingLobbying report (FRANKLIN SQUARE GROUP, LLC)third_quarter 2026 · $0.1 million
- Oct 19, 2026LobbyingLobbying report (KLA CORPORATION)third_quarter 2026 · $0.2 million
- Oct 13, 2026Patent
- Oct 6, 2026Patent
- Oct 6, 2026Patent
- Sep 29, 2026PatentPatent granted: REPAIR OF SOLDER BUMPSUS 12746613
- Sep 22, 2026Trademark
- Sep 14, 2026Trademark
- Sep 1, 2026Trademark
- Aug 25, 2026Patent
- Aug 6, 202610-KAnnual report (10-K)1 risk factors added, 0 removed
- Jul 20, 2026LobbyingLobbying report (FRANKLIN SQUARE GROUP, LLC)second_quarter 2026 · $0.1 million
- Jul 20, 2026LobbyingLobbying report (FRANKLIN SQUARE GROUP, LLC)first_quarter 2026 · $0.1 million
- Jul 17, 2026LobbyingLobbying report (KLA CORPORATION)second_quarter 2026 · $0.3 million
- May 14, 2026Trademark
- Apr 20, 2026LobbyingLobbying report (FRANKLIN SQUARE GROUP, LLC)first_quarter 2026 · $0.1 million
- Apr 17, 2026LobbyingLobbying report (KLA CORPORATION)first_quarter 2026 · $0.3 million
- Mar 18, 2026Trademark
- Jan 28, 2026Risk event
- Jan 20, 2026LobbyingLobbying report (FRANKLIN SQUARE GROUP, LLC)fourth_quarter 2025 · $0.1 million
- Nov 7, 20258-KShareholder vote resultsItem 5.07
- Aug 8, 202510-KAnnual report (10-K)1 risk factors added, 0 removed
- Aug 7, 20258-KDirector or officer changeItem 5.02
- Jul 8, 20258-KMaterial agreement signedItem 1.01
- Jul 8, 20258-KMaterial agreement terminatedItem 1.02
- May 8, 20258-KDirector or officer changeItem 5.02
- May 1, 20258-KDirector or officer changeItem 5.02
- Nov 15, 20248-KDirector or officer changeItem 5.02
- Nov 8, 20248-KShareholder vote resultsItem 5.07
- Aug 5, 202410-KAnnual report (10-K)2 risk factors added, 0 removed
Peers
Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.
| Company | Revenue | Free cash flow | Through |
|---|---|---|---|
| Lam Research LRCX | $23.2B | $4.9B | Jun 28, 2026 |
| Applied Materials AMAT | $30.8B | $5.6B | Jul 26, 2026 |
| Analog Devices ADI | $13.9B | $4.9B | Aug 1, 2026 |
| Western Digital WDC | $12.9B | $3.5B | Jul 3, 2026 |
| Sanmina Corporation SANM | $12.8B | $0.6B | Jun 27, 2026 |
| NXP Semiconductors NXPI | $12.6B | $2.7B | Mar 29, 2026 |
| ServiceNow Inc. NOW | $14.7B | $4.6B | Jun 30, 2026 |
| Kyndryl KD | $15.0B | $0.1B | Jun 30, 2026 |