Description

KLA’s Expanding Footprint in Advanced Packaging: A Quiet Share Gain With Big Implications!

KLA Corporation delivered a solid performance in the December quarter and throughout 2025, showcasing notable financial growth and reinforcing its strong position in the semiconductor equipment industry. The company achieved revenue growth of 17% to $12.745 billion for the year, driven primarily by its process control systems business, which outpaced overall industry growth. This success was reflected in a 29% increase in earnings per share (EPS), with industry-leading gross and operating margins of 62.8% and 43.6%, respectively. In the December quarter, KLA’s revenue reached $3.3 billion, which was supported by strong demand in areas such as leading-edge foundry logic and high-bandwidth memory. The company’s non-GAAP diluted EPS was $8.85, indicating robust profitability. The service business also showed resilience with a 6% sequential and 18% year-over-year increase, marking the 16th consecutive year of service revenue growth.