10-K · latest 10
What KLA's 10-K filings say
- SEC EDGAR
10-K · FY2026
Filed · Fiscal year ends 06/30 · 12 signals
Order backlog surged 60% to $12.57 billion, driven by AI infrastructure demand.
KLA's order backlog increased from $7.86B to $12.57B in one year, indicating massive demand that may be straining their manufacturing and supply chain capacity.
$12.6B
Total order backlog as of June 30, 2026
60%
Year-over-year increase in order backlog
AI
KLA names Applied Materials, ASML, Hitachi, Lasertec, and Onto Innovation as key competitors.
The company explicitly identifies major players in the semiconductor equipment market as its primary competition, indicating a highly contested landscape where differentiation on performance, reliability, and overall cost of ownership is critical to maintain market share.
Applied Materials, Inc.ASML Holding N.V.Hitachi High-Tech CorporationLasertec, Inc.
Heavy reliance on a single major customer creates significant risk and pressure to maintain service levels and pricing.
10%
Minimum revenue from Taiwan Semiconductor Manufacturing Company Limited
The company operates in a highly competitive market against well-resourced players, creating constant pressure on pricing, margins, and market share.
Applied Materials, Inc.ASML Holding N.V.Hitachi High-Tech CorporationLasertec, Inc.
KLA is focusing its portfolio to capitalize on AI-driven semiconductor demand.
The company identifies AI-related demand as a primary driver for innovation and investment at the leading edge of semiconductor manufacturing.
AIEUVhigh-bandwidth memoryadvanced packaging
KLA focuses strategy on enabling AI, HPC, and advanced 2-nanometer node manufacturing.
The company is aligning its portfolio and R&D investments to support the AI infrastructure buildout, specifically targeting leading-edge manufacturing for high-performance computing (HPC) and 2-nanometer nodes.
AIHPCEUV2-nanometer node
International revenue reaches 87% of total, highlighting dependence on Asian and European markets.
With international sales now comprising 87% of total revenue, KLA's performance is heavily tied to its ability to operate effectively in major semiconductor manufacturing regions in Asia and Europe.
87%
International revenue as a percentage of total revenue for fiscal year 2026
Export controls and tariffs are having an adverse impact, especially for China business.
Navigating complex and changing international trade regulations is actively harming financial results and threatening access to key markets like China.
KLA acknowledges reliance on single or limited-source suppliers for critical components.
Dependence on a small number of suppliers for key parts creates significant supply chain vulnerability, risking production interruptions and delivery delays.
KLA acknowledges significant risk from dependence on single-source suppliers for critical parts.
The company relies on single or limited-source suppliers for certain critical components, creating a stated risk of production interruptions and delivery disruptions.
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Source. Annual reports (Form 10-K) filed with the SEC. Every card links to the filing on EDGAR.
Method. Insights are extracted from the filing text and grouped by category. Numbers are quoted from the filing.
Data as of .