KLAC KLA Corporation

Q3 2025 10-Q
Filed: Oct 31, 2025Period ending Sep 30, 2025
Health Care
Optical Instruments & LensesSEC EDGAR

KLA Corporation (KLAC) 10-Q quarterly report for Q3 2025, filed with SEC EDGAR on Oct 31, 2025 for the fiscal period ending Sep 30, 2025. This page provides AI-powered analysis including management discussion & analysis (MD&A), risk factor updates, and key quarterly financial data such as revenue and net income extracted from XBRL.

AI Filing Analysis
Q3 2025 10-Q

Management Discussion & Analysis

  • Working capital $6.85B as of Sep 30, 2025, up $238.2M from $6.61B on Jun 30, 2025
  • Cash, cash equivalents, and marketable securities $4.68B; $1.50B available under Revolving Credit Facility
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Risk Factors

  • New export restrictions: 2025 BIS Rules incrementally restrict sales to China, adding companies to Entity List, redefining advanced DRAM, triggered by U.S. Commerce policy updates
  • Updated tax regime risk: OBBBA effective July 2025 changes GILTI and FDII rules, potentially materially increasing effective tax rate and CAMT exposure
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Quarterly Financial Summary
XBRL

Revenue

$3.2B

+13.0% YoY

Net Income

$1.1B

+18.5% YoY

Net Margin

34.9%

+164bp YoY

EPS (Diluted)

$8.47

+20.8% YoY

Operating Cash Flow

$1.2B

+16.7% YoY

Source: XBRL data from KLA Corporation Q3 2025 10-Q filing on SEC EDGAR. All figures in USD.

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