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KLA10-K: Backlog growth

Backlog surged 60% to $12.57 billion, driven by AI infrastructure demand.

What happened

A massive increase in orders from $7.86B to $12.57B in one year indicates significant capital investment and production ramp-up, potentially straining existing systems for project management, supply chain, and financial forecasting.

Source

SEC EDGARAug 6, 2026

Annual report (Form 10-K)

KLA 10-K for FY2026

Filing excerpt

Our backlog, primarily consisting of sales orders where written customer requests have been received, increased from $7.86 billion as of June 30, 2025, to $12.57 billion as of June 30, 2026, due to strong demand driven by the AI infrastructure buildout.

sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-K: Backlog growth

What this signalsFilings often name leadership changes, deals and spending plans.

Period
FY2026
Fiscal year end
06/30
Filed
Aug 6, 2026

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The full record

From the Signal API record

Numbers

Dollar figure
$12.6B (Total backlog as of June 30, 2026)
Percent
60% (Year-over-year backlog growth from $7.86B)

Details

CIK
319201
Accession number
0000319201-26-000027
Timeframe
Current year
Filing year
2026
Why it matters
Capacity/fulfillment needs
Signal category
Revenue

Topics and mentions

Technologies

  • AI

Extraction

Confidence
High
Relevance
90%
Sentiment
Positive
Detected
Aug 11, 2026
signal_type
sec-10k
signal_subtype
backlogGrowth

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The API returns more than this page shows

This page shows a preview. The full sec-10k record in the Signal API and MCP can also have these 8 fields. Some fields are empty for some signals.

Company

  • linkedin_urlValue in the API
  • industriesValue in the API
  • employee_count_lowValue in the API
  • employee_count_highValue in the API
  • revenueValue in the API
  • descriptionValue in the API

Signal

  • signal_nameValue in the API
  • associationValue in the API
Show the full JSONThe record on this page and the API request

GET /v1/signals/5713a1bb-9739-48fe-892c-c4292cc4a643 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.

{
  "signal_id": "5713a1bb-9739-48fe-892c-c4292cc4a643",
  "signal_type": "sec-10k",
  "signal_subtype": "backlogGrowth",
  "detected_at": "2026-08-11T07:02:50.369+00:00",
  "company": {
    "name": "KLA",
    "domain": "kla.com"
  },
  "data": {
    "detail": "A massive increase in orders from $7.86B to $12.57B in one year indicates significant capital investment and production ramp-up, potentially straining existing systems for project management, supply chain, and financial forecasting. This growth creates an urgent need for scalable operational infrastructure to manage the expanded order book.",
    "metrics": {
      "pct": 0.6,
      "timeframe": "current_year",
      "pct_context": "Year-over-year backlog growth from $7.86B",
      "dollar_context": "Total backlog as of June 30, 2026",
      "dollar_millions": 12570
    },
    "summary": "Backlog surged 60% to $12.57 billion, driven by AI infrastructure demand.",
    "excerpts": "Our backlog, primarily consisting of sales orders where written customer requests have been received, increased from $7.86 billion as of June 30, 2025, to $12.57 billion as of June 30, 2026, due to strong demand driven by the AI infrastructure buildout.",
    "relevance": 0.9,
    "sentiment": "positive",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000027/klac-20260630.htm",
    "filing_date": "2026-08-06",
    "filing_year": 2026,
    "fiscal_year_end": "06/30",
    "sales_relevance": "Capacity/fulfillment needs",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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