Monday, 9 November 2026
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KLA vs Tokyo Electron: revenue, margins and valuation

KLA and Tokyo Electron share the equipment model: each supplies production or test equipment and services; customer investment and installed-base demand drive revenue. Latest reported quarterly revenue: KLA US$4.1B in Q1 FY2027; Tokyo Electron ¥935.1B (≈US$5.9B) in Q2 FY2027.

  • KLAKLAC
  • Tokyo Electron8035

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KLAC · EQ EquipmentNo upcoming date listed
8035 · EQ EquipmentNo upcoming date listed

Valuation

Market cap

KLA. Leader.
Tokyo Electron.

Trailing P/Elower is better

KLA.
Tokyo Electron. No dated market figure stored

P/Slower is better

KLA.
Tokyo Electron. No dated market figure stored

Growth

Revenue growth

KLA.
Tokyo Electron. Leader.

Peer median (20 companies): 46.5% · 18 with data

Profitability

Gross margin

KLA. Leader.
Tokyo Electron.

Peer median (20 companies): 61.9% · 19 with data

Operating margin

KLA. Leader.
Tokyo Electron.

Peer median (20 companies): 36.8%

Net margin

KLA. Leader.
Tokyo Electron.

Peer median (20 companies): 30.7%

Diluted EPS

KLA.
Tokyo Electron. Diluted EPS not stored for Q2 FY2027

EPS (basic)

KLA.
Tokyo Electron. Not stored for this period

R&D % of revenue

KLA.
Tokyo Electron.

Peer median (20 companies): 9.9% · 18 with data

Scale

Revenue

KLA.
Tokyo Electron. Leader.

Operating income

KLA.
Tokyo Electron. Leader.

Net income

KLA. Leader.
Tokyo Electron.

R&D

KLA.
Tokyo Electron.

Capex

KLA.
Tokyo Electron. Capex not stored for Q2 FY2027

Free cash flow

KLA.
Tokyo Electron. Operating cash flow and capex not stored for Q2 FY2027

Net cash / net debt

KLA.
Tokyo Electron. Not stored for this period

Shares outstanding

KLA.
Tokyo Electron.
MetricKLATokyo ElectronPeer median(20 companies)
Valuation
Market capLeader.
Trailing P/Elower is better—
P/Slower is better—
Growth
Revenue growthLeader. 46.5%18 with data
Profitability
Gross marginLeader. 61.9%19 with data
Operating marginLeader. 36.8%
Net marginLeader. 30.7%
Diluted EPS—
EPS (basic)—
R&D % of revenue9.9%18 with data
Scale
RevenueLeader.
Operating incomeLeader.
Net incomeLeader.
R&D
Capex—
Free cash flow—
Net cash / net debt—
Shares outstanding

Valuation

Trailing P/EMultiple (x), trailing twelve months; period under each companyKLA: 53.4x · FY2026 · to 30 Jun 2026 (Calculated)KLA53.4xFY2026 · to 30 Jun 20…Source: company filings, trailing twelve months · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated Price ÷ last four reported quarters of diluted EPS. Loss-making companies show N/M.
View sources (1)

Not shown: Tokyo Electron: No dated market figure stored.

P/SMultiple (x), trailing twelve months; period under each companyKLA: 18.8x · FY2026 · to 30 Jun 2026 (Calculated)KLA18.8xFY2026 · to 30 Jun 20…Source: company filings, trailing twelve months · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated Market cap ÷ trailing-twelve-month revenue.
View sources (1)

Not shown: Tokyo Electron: No dated market figure stored.

Growth

Revenue growthPercent, latest quarter; period under each companyKLA: 28.9% · Q1 FY2027 · to 30 Sep 2026 (Calculated)KLA28.9%Q1 FY2027 · to 30 Sep…Tokyo Electron: 48.4% · Q2 FY2027 · to 30 Sep 2026 (Calculated)Tokyo Electron48.4%Q2 FY2027 · to 30 Sep…Peer median (20 companies) 46.5%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated Change versus the same period a year earlier.
View sources (2)

Profitability

Gross marginPercent, latest quarter; period under each companyKLA: 61.9% · Q1 FY2027 · to 30 Sep 2026 (Calculated)KLA61.9%Q1 FY2027 · to 30 Sep…Tokyo Electron: 47.8% · Q2 FY2027 · to 30 Sep 2026 (Calculated)Tokyo Electron47.8%Q2 FY2027 · to 30 Sep…Peer median (20 companies) 61.9%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated Gross profit ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (2)
Operating marginPercent, latest quarter; period under each companyKLA: 45.0% · Q1 FY2027 · to 30 Sep 2026 (Calculated)KLA45.0%Q1 FY2027 · to 30 Sep…Tokyo Electron: 31.6% · Q2 FY2027 · to 30 Sep 2026 (Calculated)Tokyo Electron31.6%Q2 FY2027 · to 30 Sep…Peer median (20 companies) 36.8%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated Operating income ÷ revenue, GAAP/IFRS unless labelled otherwise.
View sources (2)
Net marginPercent, latest quarter; period under each companyKLA: 37.4% · Q1 FY2027 · to 30 Sep 2026 (Calculated)KLA37.4%Q1 FY2027 · to 30 Sep…Tokyo Electron: 22.7% · Q2 FY2027 · to 30 Sep 2026 (Calculated)Tokyo Electron22.7%Q2 FY2027 · to 30 Sep…Peer median (20 companies) 30.7%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated Net income ÷ revenue for the same period (Silicon Analytica calculation unless the company states it).
View sources (2)
R&D % of revenuePercent, latest quarter; period under each companyKLA: 9.6% · Q1 FY2027 · to 30 Sep 2026 (Calculated)KLA9.6%Q1 FY2027 · to 30 Sep…Tokyo Electron: 9.1% · Q2 FY2027 · to 30 Sep 2026 (Calculated)Tokyo Electron9.1%Q2 FY2027 · to 30 Sep…Peer median (20 companies) 9.9%Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated R&D ÷ revenue for the same period.
View sources (2)

Scale

RevenueUS$, latest quarter; period under each companyKLA: US$4.1B · Q1 FY2027 · to 30 Sep 2026 (Reported)KLAUS$4.1BQ1 FY2027 · to 30 Sep…Tokyo Electron: ≈US$5.9B · Q2 FY2027 · to 30 Sep 2026 (Calculated, approximate US$)Tokyo Electron≈US$5.9BQ2 FY2027 · to 30 Sep…Source: company filings, latest quarter · Silicon Analytica calculationsSilicon Analyticasiliconanalytica.com/compare/kla-vs-tokyo-electron
  • Calculated Reported revenue for the stated period.
  • Calculated ≈US$ for non-US$ reporters uses the stored conversion for each value; reporting-currency figures are in the table view.
View sources (2)

Revenue mix

KLA

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Tokyo Electron

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Each company's own classification and latest fiscal year with a stored split; categories differ between companies and are never added together.

Period ends — KLA: 30 Sep 2026 · Tokyo Electron: 30 Sep 2026. Valuation multiples remain trailing.

Copper underline: the leader among values for comparable periods. Higher is better, except P/E and P/S, where the lower positive multiple leads. R&D, capex, employees and shares have no leader. Peer median uses the latest quarter of the 20 covered companies and is shown for ratios only. “—” means neither the figure nor its inputs are stored; hover or tap for the missing input. Values marked Calculated are Silicon Analytica calculations from stored reported figures.

How to read this comparison

Business models. These companies share the equipment model and are broadly comparable, subject to product mix and definitions. KLA supplies production or test equipment and services; customer investment and installed-base demand drive revenue; Tokyo Electron supplies production or test equipment and services; customer investment and installed-base demand drive revenue.

Cyclicality. KLA (equipment) · Tokyo Electron (equipment): earnings are sensitive to capacity, utilisation and the investment or demand cycle. Trailing multiples can be distorted by peak or trough earnings.

Accounting and periods. Latest reported quarter ends — KLA: 2026-09-30 · Tokyo Electron: 2026-09-30. Each value retains its period, status and source; adjusted measures remain separate. Same-mode periods within 100 days are compared; valuation multiples remain trailing.

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KLA profile · Tokyo Electron profile