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KLA10-Q: Supply chain disruption

KLA's revenue threatened by US export controls impacting its China business, which is 33% of FY2025 revenue.

What happened

Evolving US BIS rules are restricting KLA's ability to sell, ship, and support equipment in China, threatening a significant revenue stream and creating substantial compliance complexity and risk of penalties.

Source

SEC EDGARJan 30, 2026

Quarterly report (Form 10-Q)

KLA 10-Q

Filing excerpt

Our revenue from sales of products and provision of services to customers in China was 33%, 43% and 27% for fiscal years 2025, 2024 and 2023, respectively, and future revenue from China as a percentage of our overall revenue may decline as a result of the current and future Commerce rules and regulations.

sec.gov/Archives/edgar/data/319201/000031920126000008/klac-20251231.htmRead the full source

Other signals in this filing (11)

Extracted by Autobound

From the Signal API record
Signal
10-Q: Supply chain disruption

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

Percent
33% (revenue from China in fiscal year 2025)
Filed
Jan 30, 2026

More 10-Q signals at other companies

The full record

From the Signal API record

Details

CIK
319201
Accession number
0000319201-26-000008
Filing year
2026
Fiscal year
0
Why it matters
Supply chain tools urgently needed
Signal category
Operations

Topics and mentions

Technologies

  • semiconductor manufacturing

Regions named

  • China

Extraction

Confidence
High
Relevance
90%
Sentiment
Negative
Detected
Feb 3, 2026
signal_type
sec-10q
signal_subtype
supplyChainDisruption

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The API returns more than this page shows

This page shows a preview. The full sec-10q 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/ad83a4b7-3744-4c13-8bb3-5af7afbcfac1 returns this record as JSON. POST /v1/companies/enrich returns every signal for kla.com.

{
  "signal_id": "ad83a4b7-3744-4c13-8bb3-5af7afbcfac1",
  "signal_type": "sec-10q",
  "signal_subtype": "supplyChainDisruption",
  "detected_at": "2026-02-03T08:36:06.984+00:00",
  "company": {
    "name": "KLA",
    "domain": "kla.com"
  },
  "data": {
    "detail": "Evolving US BIS rules are restricting KLA's ability to sell, ship, and support equipment in China, threatening a significant revenue stream and creating substantial compliance complexity and risk of penalties.",
    "metrics": {
      "pct": 0.33,
      "pct_context": "revenue from China in fiscal year 2025"
    },
    "summary": "KLA's revenue threatened by US export controls impacting its China business, which is 33% of FY2025 revenue.",
    "excerpts": "Our revenue from sales of products and provision of services to customers in China was 33%, 43% and 27% for fiscal years 2025, 2024 and 2023, respectively, and future revenue from China as a percentage of our overall revenue may decline as a result of the current and future Commerce rules and regulations.",
    "relevance": 0.9,
    "sentiment": "negative",
    "confidence": "high",
    "source_url": "https://www.sec.gov/Archives/edgar/data/319201/000031920126000008/klac-20251231.htm",
    "filing_date": "2026-01-30",
    "filing_year": 2026,
    "fiscal_year": 0,
    "sales_relevance": "Supply chain tools urgently needed",
    "signal_category": "operations",
    "regions_mentioned": [
      "China"
    ],
    "technologies_mentioned": [
      "semiconductor manufacturing"
    ]
  }
}

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