KLA Corporation (KLAC)
KLA makes the process-control and inspection systems chipmakers rely on to detect defects during semiconductor manufacturing.
KLAC vs NXPI: how the two businesses compare
- Similar size: NXPI and KLAC each brought in about $12.3B of yearly revenue.
- More profitable: KLAC keeps 33 cents of each sales dollar as profit, against 16 cents at NXPI.
- More cash from each sale: KLAC turns 34 cents of each sales dollar into operating cash flow, against 23 cents at NXPI.
From each company's latest annual SEC filing. Fiscal years can end on different dates.
NXP Semiconductors (NXPI) and KLA (KLAC) reported similar revenue: $12.3B (fiscal year ended Dec 2025) versus $12.2B (fiscal year ended Jun 2025). KLAC's net margin was 33.4% and NXPI's 16.5%. The SEC classifies them differently (Optical Instruments & Lenses; Semiconductors & Related Devices); what connects them is shared exposure to the Tariffs & trade research theme, not a common industry.
Figures come from each company's own SEC filings. This page compares the businesses; it is not a price target or a verdict.
- Information Technology
- Different
- Separate classifications
- Different
- KLAC June 30 · NXPI December 31
- Aug 6, 2026
KLAC vs NXPI: quick comparison
| Company fact | KLAC | NXPI |
|---|---|---|
| Company | KLA Corporation | NXP Semiconductors N.V. |
| Exchange | NASDAQ | NASDAQ |
| SEC industry | Optical Instruments & Lenses | Semiconductors & Related Devices |
| Fiscal year-end | June 30 | December 31 |
| Latest annual filing | 10-K · 2026-08-06 | 10-K · 2026-02-19 |
KLAC vs NXPI: audited financials
- Scale: revenue is roughly in line ($12.3B for NXPI versus $12.2B for KLAC).
- Net margin: KLAC kept 33.4% of revenue as net income versus 16.5% at NXPI.
- Cash conversion: operating cash flow equalled KLAC 33.6% of revenue, or 1.00× net income; NXPI 23.0% of revenue, or 1.40× net income. A ratio well above 1× usually reflects non-cash charges or working-capital release; well below 1× can reflect working-capital build or non-cash gains.
- Periods: the fiscal years end about 6 months apart (2025-06-30 for KLAC, 2025-12-31 for NXPI), so each figure reflects somewhat different demand and cost conditions.
| Metric | KLAC | NXPI |
|---|---|---|
| Revenue | $12.2B2024-07-01 to 2025-06-30 · SEC filing | $12.3B2025-01-01 to 2025-12-31 · SEC filing |
| Net income | $4.1B2024-07-01 to 2025-06-30 · SEC filing | $2.0B2025-01-01 to 2025-12-31 · SEC filing |
| Operating cash flow | $4.1B2024-07-01 to 2025-06-30 · SEC filing | $2.8B2025-01-01 to 2025-12-31 · SEC filing |
| Diluted EPS | $3.042024-07-01 to 2025-06-30 · SEC filing | $7.952025-01-01 to 2025-12-31 · SEC filing |
| Net margin | 33.4%2024-07-01 to 2025-06-30 · SEC filing | 16.5%2025-01-01 to 2025-12-31 · SEC filing |
KLAC: FY ending 2025-06-30 · NXPI: FY ending 2025-12-31. Figures as tagged in each issuer's SEC XBRL filing; fiscal calendars may not align.
Where KLAC and NXPI overlap, and where they don't
Overlap
- Shared research theme: Tariffs & trade.
Differences
- Different SEC industries: KLAC files as Optical Instruments & Lenses; NXPI as Semiconductors & Related Devices.
- Offset fiscal calendars: KLAC's year ends June 30 and NXPI's December 31, about 6 months apart.
- Only KLAC maps to Artificial intelligence.
- Profitability: net margin of 33.4% for KLAC versus 16.5% for NXPI.
Overlap is drawn from SEC classifications and Yield Theory research themes. It is not evidence that the companies sell to the same customers or compete product for product.
NXP Semiconductors N.V. (NXPI)
NXP designs semiconductors for automotive, secure identification, and industrial applications, with a leading position in car electronics.
What moves each company
Company-specific drivers maintained by Yield Theory. Use them to decide which filing deserves deeper work; they are not predictions.
What moves KLAC
We have not yet published a company-specific driver list for KLAC. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-08-06.
What moves NXPI
We have not yet published a company-specific driver list for NXPI. The primary source is Item 1 (Business) and Item 1A (Risk Factors) of its 10-K filed 2026-02-19.
The investment question
You now know how KLAC and NXPI are classified, when their fiscal years end, and where their exposures overlap. Those are the facts. The investment question is what each share price already assumes about their exposure to tariffs & trade, and which evidence in the next filings would prove that assumption wrong.
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Read the full researchSEC filing comparison and disclosure evidence
Start with primary filings because fiscal calendars and accounting presentation can make superficially similar quarters incomparable. KLAC's fiscal year ends June 30, while NXPI's ends December 31. Normalize the reporting periods before comparing growth, margins, capital intensity, or guidance.
The current verified House and Senate snapshot contains 10 matched transaction rows for KLAC and 19 matched transaction rows for NXPI. These delayed, range-based disclosures can identify a filing to inspect; they do not establish motive, conviction, or a real-time trading signal.
KLAC primary filings
NXPI primary filings
What this comparison cannot tell you
This page does not contain licensed live prices, a valuation model, earnings estimates, portfolio constraints, or a forecast of future returns. SEC classifications can be broad, company descriptions can lag strategic change, and the latest annual filing may predate a material acquisition or divestiture. Read subsequent quarterly and current reports before making a decision.
A stronger business is not automatically the better stock. Starting valuation, expectations, capital structure, cyclicality, dilution, and the probability of each thesis determine the investment outcome. Use this comparison to frame the work, then verify the numbers in the linked filings and current company disclosures.
KLAC vs NXPI FAQs
Are KLAC and NXPI direct competitors?
Not necessarily. KLA files as Optical Instruments & Lenses and NXP Semiconductors as Semiconductors & Related Devices. The pair is compared because both map to the Tariffs & trade research theme, not because the filings show head-to-head competition.
Is KLAC or NXPI the bigger company by revenue?
NXP Semiconductors (NXPI) and KLA (KLAC) reported similar revenue: $12.3B (fiscal year ended Dec 2025) versus $12.2B (fiscal year ended Jun 2025). KLAC's net margin was 33.4% and NXPI's 16.5%. The SEC classifies them differently (Optical Instruments & Lenses; Semiconductors & Related Devices); what connects them is shared exposure to the Tariffs & trade research theme, not a common industry. Each figure is the annual amount tagged in the company's own SEC XBRL filing; market value depends on live prices, which this page does not publish.
Which is better, KLAC or NXPI?
There is no context-free winner. Compare the operating exposures, filing evidence, valuation, balance sheet, and risks against the specific thesis you are testing. This page deliberately does not turn a static profile into a buy or sell recommendation.
Does this KLAC vs NXPI comparison include live prices?
No. Yield Theory does not republish unlicensed real-time market data. The financial figures on this page are the audited annual numbers KLA Corporation and NXP Semiconductors N.V. tagged in their SEC XBRL filings. Use a regulated broker or licensed quote provider for current prices and valuation multiples.
Where does the company information come from?
Company classifications, fiscal year-ends, and filing links come from the SEC EDGAR submissions API snapshot refreshed 2026-11-09. Business summaries and research themes are maintained by Yield Theory.
Data snapshot: SEC EDGAR submissions API, refreshed 2026-11-09. Independent educational research; not investment advice.
Which business differences matter to the investment thesis?
KLAC vs NXPI compares reported results. The reports below show how we connect operating evidence to an investment thesis, its assumptions, catalysts, and risks. $39/month or $249/year.
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