KLA(US:KLAC) 智通财经网·2026-01-29 23:53Group 1 - The core viewpoint of the article highlights that KLA Corporation (KLAC.US) reported record revenue of $3.3 billion for Q2 of fiscal year 2026, representing a year-over-year growth of approximately 7.2%, surpassing market expectations of $3.26 billion [1] - The company achieved a GAAP net profit of $1.15 billion, translating to a diluted earnings per share (EPS) of $8.68, compared to $6.16 in the same period last year [1] - Non-GAAP diluted EPS reached $8.85, exceeding the average analyst expectation of $8.80, driven by strong demand in advanced process logic chips and HBM-driven DRAM sectors [1] Group 2 - The CEO, Rick Wallace, emphasized KLA's dominant position in semiconductor process control, making it a key beneficiary as semiconductor manufacturers transition to more precise technology nodes [2] - Despite strong financial metrics and positive future outlook, KLA's stock price experienced a significant decline of over 8% in after-hours trading, reflecting market profit-taking due to concerns over high valuation and slowing revenue growth over the past three quarters [2] - The company's free cash flow of $1.26 billion, while robust, fell slightly short of some sell-side expectations, prompting the capital market to reassess its growth resilience amid cyclical fluctuations in the semiconductor industry [2]