KLA(US:KLAC) ZACKS·2025-10-29 22:31Company Performance - KLA reported quarterly earnings of $8.81 per share, exceeding the Zacks Consensus Estimate of $8.55 per share, and up from $7.33 per share a year ago, representing an earnings surprise of +3.04% [1] - The company posted revenues of $3.21 billion for the quarter ended September 2025, surpassing the Zacks Consensus Estimate by 1.72%, and an increase from $2.84 billion year-over-year [2] - KLA has consistently surpassed consensus EPS estimates over the last four quarters [2] Stock Performance - KLA shares have increased approximately 91.4% since the beginning of the year, significantly outperforming the S&P 500's gain of 17.2% [3] - The current Zacks Rank for KLA is 2 (Buy), indicating expectations for the stock to outperform the market in the near future [6] Earnings Outlook - The current consensus EPS estimate for the upcoming quarter is $8.55 on revenues of $3.16 billion, and for the current fiscal year, it is $34.83 on revenues of $12.9 billion [7] - The trend of estimate revisions for KLA was favorable ahead of the earnings release, which may influence future stock movements [5][6] Industry Context - KLA operates within the Electronics - Miscellaneous Products industry, which is currently ranked in the top 20% of over 250 Zacks industries, suggesting a positive outlook for the sector [8] - The performance of KLA's stock may also be influenced by the overall industry outlook [8]