| 指标 | Q3 FY2024 | Q2 FY2024 | Q/Q | Q3 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 营收 Revenue | $2,360M | $2,487M | -5% | $2,433M | -3% |
| 毛利率 Gross Margin (GAAP) | 57.9% | 60.7% | -2.8 ppt | 58.7% | -0.8 ppt |
| 毛利率 Gross Margin (Non-GAAP) | 59.8% | — | — | — | — |
| 研发费用 R&D | $322M | $320M | +0% | $328M | -2% |
| 销售及管理 SG&A | $238M | $237M | +0% | $238M | -0% |
| 折旧摊销 D&A | $99M | — | — | $310M | -68% |
| 股权激励 SBC | $57M | $49M | +17% | $48M | +18% |
| 营业利润 Operating Income (GAAP) | $736M | $733M | +0% | $861M | -14% |
| 利息费用 Interest Expense | $80M | $74M | +8% | $75M | +7% |
| 净利润 Net Income (GAAP) | $602M | $583M | +3% | $698M | -14% |
| 净利润 Net Income (Non-GAAP) | $715M | — | — | — | — |
| 指标 | Q3 FY2024 | Q2 FY2024 | Q/Q | Q3 FY2023 | Y/Y |
|---|---|---|---|---|---|
| 每股收益 EPS (GAAP) | $4.43 | $4.28 | +4% | $5.03 | -12% |
| 每股收益 EPS (Non-GAAP) | $5.26 | — | — | — | — |
| 稀释股数 Diluted Shares | 136M | 136M | -0% | 139M | -2% |
| 实际税率 Effective Tax Rate | 14.3% | 15.7% | -1.4 ppt | 12.8% | +1.5 ppt |
| 板块 | 收入 | 占比 | QoQ | YoY |
|---|---|---|---|---|
| Semiconductor Process Control | $2,096M | 88.8% | — | — |
| Specialty Semiconductor Process | $131M | 5.5% | -4% | +14% |
| PCB, Display and Component Inspection | $133M | 5.7% | — | +92% |
本季度数据
| 指标 | Q3 FY2024 | Q2 FY2024 | 变化 |
|---|---|---|---|
| 暂无动态指标配置 | |||
"KLA 三月季度业绩超出我们调整后的指引，客户需求和公司执行力表现与预期一致。过去几个季度我们一直强调市场环境已经稳定，预计业务水平将在今年持续改善。我们对客户在多个终端市场的业务改善感到鼓舞，这种改善正在转化为关于前沿产能投资未来机会的建设性讨论。" — Rick Wallace, KLA Corporation
暂无数据
| 指标 | 数值 | 备注 |
|---|---|---|
| goodwill_impairment | $70.5M | Q3 FY2024 因 PCB 和 Display 业务前景下调及退出 Display 业务决定，确认商誉和购买无形资产减值 $70.5M。 |
| capital_returns | $569.4M | 当季资本回报包含 $197.2M 股息 + $372.3M 股票回购，合计 $569.4M。 |
| marketable_securities | $2,446.1M | 有价证券余额 $2,446.1M，加上现金 $1,848.2M，总流动性约 $4,294.3M。 |