KLA CORP

KLA Corp.

Semiconductor Equipment & Materials Technology Milpitas, CA, United States KLAC (NMS)
Quarter: Q4 2025 Reported: November 7, 2025 Sentiment: Neutral

KLA Corporation, together with its subsidiaries, designs, manufactures, and markets process control, process-enabling, and yield management solutions for the semiconductor and related electronics industries worldwide. The company operates through three segments: Semiconductor Process Control; Specialty Semiconductor Process; and PCB and Component Inspection. It offers inspection and review tools to identify, locate, characterize, review, and analyze defects on various surfaces of patterned and unpatterned wafers; metrology systems to measure pattern dimensions, film thickness, film stress, layer-to-layer alignment, pattern placement, surface topography, and electro-optical properties for wafers; chemical process control equipment; wired and wireless sensor wafers and reticles; wafer defect inspection, review, and metrology systems; reticle inspection and metrology systems; wafer inspection and metrology systems; and semiconductor software solutions that provide run-time process control, defect excursion identification, process corrections, and defect classification to accelerate yield learning rates and reduce production risk. The company also provides etch, plasma dicing, deposition, and other wafer processing technologies and solutions for the semiconductor and microelectronics industry. In addition, it offers direct imaging, inspection, optical shaping, inkjet and additive printing, and computer-aided manufacturing and engineering solutions for the PCB market and inspection and metrology systems for quality control and yield improvement in advanced and traditional semiconductor packaging markets. The company was formerly known as KLA-Tencor Corporation and changed its name to KLA Corporation in July 2019. KLA Corporation was incorporated in 1975 and is headquartered in Milpitas, California.

Analysis Summary

This 8-K filing from KLA Corporation details significant corporate governance updates and a dividend declaration, rather than Q4 2025 financial performance. On November 6, 2025, the Board declared a cash dividend of $1.90 per share, payable December 2, 2025, to stockholders of record on November 17, 2025. The 2025 Annual Meeting of stockholders, held on November 5, 2025, saw high participation with 89.64% of shares voting. Stockholders elected all ten Board-nominated director candidates for one-year terms with strong support. PricewaterhouseCoopers LLP was ratified as the independent auditor for fiscal year 2026, and executive compensation was approved on a non-binding advisory basis. The Board also approved amendments to the By-laws, aimed at updating for case law and market practice, enhancing procedural mechanics and disclosure requirements for shareholder nominations and proposals, and modernizing sections on directors, officers, and stock. Board changes included the departure of Emiko Higashi and Gary Moore, and Michael McMullen's appointment as Chair of the Compensation and Talent Committee. No financial results, revenue, earnings, or forward guidance were provided in this filing.

Key Highlights

  • Cash dividend of $1.90 per share declared, payable December 2, 2025.
  • All ten Board-nominated directors successfully elected at the 2025 Annual Meeting.
  • Amendments to company By-laws approved, enhancing governance and shareholder nomination procedures.
  • PricewaterhouseCoopers LLP ratified as independent auditor for fiscal year 2026.
  • Executive compensation approved on a non-binding advisory basis.
  • Michael McMullen appointed Chair of the Compensation and Talent Committee.
  • This 8-K filing does not contain Q4 2025 financial performance or guidance.

Financial Metrics

eps
Not provided in this filing
YoY: N/A
revenue
Not provided in this filing N/A
YoY: N/A
guidance
net income
Not provided in this filing N/A
YoY: N/A

Stock Performance (90 Days)

Data through Dec 26, 2025
Layoff Events
Earnings Calls

Positive Signals

  • Declaration of a cash dividend indicates financial stability and commitment to shareholder returns.
  • Successful election of all Board-nominated directors suggests strong shareholder confidence in current leadership.
  • High stockholder participation (89.64%) at the Annual Meeting demonstrates active engagement.
  • Ratification of independent auditor ensures continued financial oversight and transparency.

Risks & Concerns

  • No specific financial or operational risk factors were explicitly mentioned in this 8-K filing.

Full Transcript

Recent KLA Corp. News

Stock Price

$1279.60
KLAC· NMS
0.20% day

Company Info

Website
www.kla.com
Industry
Semiconductor Equipment & Materials
Sector
Technology
Headquarters
Milpitas, CA, United States
CEO
Mr. Richard P. Wallace
Employees
15,000
View Company Profile

Layoff Stats

Layoff Events
0
Total Affected
0

Recent Layoffs

No canonical layoff events recorded for this company.

Financials

Market Cap $168.50B
Revenue $12.52B
Profit Margin 33.8%
Cash $4.68B
Debt $6.09B