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KLA10-K: Major contract win

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

What happened

A massive $4.71 billion year-over-year increase in customer orders indicates significant capital investment from clients building out AI infrastructure. This creates pressure to scale manufacturing and supply chain operations to meet delivery commitments.

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: Major contract win

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

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

More 10-K signals at other companies

The full record

From the Signal API record

Numbers

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

Details

CIK
319201
Accession number
0000319201-26-000027
Timeframe
Current year
Filing year
2026
Why it matters
Scaling 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
majorContractWin

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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/4babb93e-54b5-43b6-80b9-a6546375a7fa returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.

{
  "signal_id": "4babb93e-54b5-43b6-80b9-a6546375a7fa",
  "signal_type": "sec-10k",
  "signal_subtype": "majorContractWin",
  "detected_at": "2026-08-11T07:02:51.536+00:00",
  "company": {
    "name": "KLA",
    "domain": "kla.com"
  },
  "data": {
    "detail": "A massive $4.71 billion year-over-year increase in customer orders indicates significant capital investment from clients building out AI infrastructure. This creates pressure to scale manufacturing and supply chain operations to meet delivery commitments.",
    "metrics": {
      "pct": 0.6,
      "timeframe": "current_year",
      "pct_context": "Year-over-year increase in backlog from $7.86B",
      "dollar_context": "Total order backlog as of June 30, 2026",
      "dollar_millions": 12570
    },
    "summary": "Backlog surges 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": "Scaling needs",
    "signal_category": "revenue",
    "technologies_mentioned": [
      "AI"
    ]
  }
}

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