KLA Corporation (KLAC) will report its fourth-quarter fiscal 2025 results on July 31. The company anticipates revenues of $3.075 billion (±$150 million), compared to a Zacks Consensus Estimate of $3.08 billion, reflecting a year-over-year increase of 19.75%. Non-GAAP earnings per share are expected to be $8.53 (±$0.78), with the consensus indicating a growth of 29.24% year-over-year.
Despite a robust revenue trajectory in its advanced packaging business, which is projected to grow from $500 million in calendar 2024 to $850 million in 2025, KLA faces potential constraints from increasing tariffs and export restrictions, expected to compress gross margins by around 100 basis points this quarter. The company’s effective tax rate has risen to approximately 14%, affecting its profitability.
KLA’s earnings have consistently exceeded analysts’ expectations over the past four quarters, with an average surprise of 5.81%. However, current forecasts indicate a 0.00% earnings expectation shortfall, reflecting a Zacks Rank of #2 (Buy).
