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Note: For multiple class companies, per share items are primary class equivalent

ID: 2794566 • Letter: N

Question

Note: For multiple class companies, per share items are primary class equivalent, and for foreign companies listed as primary ADRs, per share items are ADR-equivalent.

KLA-Tencor Corporation (NasdaqGS:KLAC) > Financials > Income Statement In Millions of the reported currency, except per share items. Template: Standard Restatement: Latest Filings Period Type: Annual Order: Latest on Right Currency: Reported Currency Conversion: Historical Units: S&P Capital IQ (Default) Decimals: Capital IQ (Default) Source: Capital IQ & Proprietary Data Income Statement For the Fiscal Period Ending Reclassified
12 months
Jun-30-2016 12 months
Jun-30-2017 Currency USD USD Revenue        2,929.4        2,814.0 Other Revenue - - Total Revenue        2,929.4        2,814.0 Cost Of Goods Sold        1,233.0        1,207.2 Gross Profit        1,696.4        1,606.8 Selling General & Admin Exp.          386.0          390.2 R & D Exp.          539.5          519.5 Depreciation & Amort. - - Other Operating Expense/(Income) - - Other Operating Exp., Total          925.5          909.7 Operating Income          771.0          697.1 Interest Expense         (53.8)       (106.0) Interest and Invest. Income            13.6            12.5 Net Interest Exp.         (40.3)         (93.5) Currency Exchange Gains (Loss)           (0.5)           (1.8) Other Non-Operating Inc. (Exp.)              1.1           (2.4) EBT Excl. Unusual Items          731.3          599.5 Restructuring Charges -         (31.6) Impairment of Goodwill - - Gain (Loss) On Sale Of Invest.              2.1              2.1 Asset Writedown -           (1.7) Legal Settlements              1.1 - Other Unusual Items -       (134.2) EBT Incl. Unusual Items          734.5          434.1 Income Tax Expense          151.7            68.0 Earnings from Cont. Ops.          582.8          366.2 Earnings of Discontinued Ops. - - Extraord. Item & Account. Change - - Net Income to Company          582.8          366.2 Minority Int. in Earnings - - Net Income          582.8          366.2 Pref. Dividends and Other Adj. - - NI to Common Incl Extra Items          582.8          366.2 NI to Common Excl. Extra Items          582.8          366.2 Per Share Items Basic EPS $3.51 $2.26 Basic EPS Excl. Extra Items            3.51            2.26 Weighted Avg. Basic Shares Out.          166.0          162.3 Diluted EPS $3.47 $2.24 Diluted EPS Excl. Extra Items            3.47            2.24 Weighted Avg. Diluted Shares Out.          168.1          163.7 Normalized Basic EPS $2.75 $2.31 Normalized Diluted EPS            2.72            2.29 Dividends per Share $1.8 $2.0 Payout Ratio % 51.3% 76.8% Supplemental Items EBITDA          854.0          777.7 EBITA          787.2          712.9 EBIT          771.0          697.1 EBITDAR          862.7          786.8 As Reported Total Revenue*        2,929.4        2,814.0 Effective Tax Rate % 20.7% 15.7% Current Domestic Taxes          107.5            66.8 Current Foreign Taxes            27.9            25.4 Total Current Taxes          135.4            92.2 Deferred Domestic Taxes            22.6         (22.0) Deferred Foreign Taxes           (6.2)           (2.3) Total Deferred Taxes            16.3         (24.2) Normalized Net Income          457.0          374.7 Interest on Long Term Debt            53.8          106.0 Non-Cash Pension Expense              2.4              2.3 Filing Date 8-07-2015 8-07-2015 Restatement Type RC O Calculation Type REP REP Supplemental Operating Expense Items R&D Exp.          547.7          532.5 Net Rental Exp.              8.7              9.1 Imputed Oper. Lease Interest Exp.              5.0              3.9 Imputed Oper. Lease Depreciation              3.7              5.2 Stock-Based Comp., COGS              9.1              7.2 Stock-Based Comp., R&D Exp.            16.4            12.3 Stock-Based Comp., SG&A Exp.            35.4            35.8 Stock-Based Comp., Total            60.9            55.3 * Occasionally, certain items classified as Revenue by the company will be re-classified as other income if it is deemed to be non-recurring and unrelated to the core business of the firm. This field shows Total Revenue exactly as reported by the firm on its consolidated statement of income.

Note: For multiple class companies, per share items are primary class equivalent, and for foreign companies listed as primary ADRs, per share items are ADR-equivalent.

Balance Sheet Balance Sheet as of: Restated
Jun-30-2016 6-30-2017 Currency USD USD ASSETS Cash And Equivalents                        630.9                        838.0 Short Term Investments                     2,521.8                     1,549.1 Total Cash & ST Investments                     3,152.6                     2,387.1 Accounts Receivable                        492.9                        585.5 Other Receivables                         27.5                         32.9 Total Receivables                        520.3                        618.3 Inventory                        656.5                        617.9 Prepaid Exp.                         34.7                         37.0 Deferred Tax Assets, Curr.                        215.7                        236.3 Other Current Assets                           6.3                           8.0 Total Current Assets                     4,586.1                     3,904.6 Gross Property, Plant & Equipment                        865.4                        892.2 Accumulated Depreciation                     (535.2)                     (577.6) Net Property, Plant & Equipment                        330.3                        314.6 Goodwill                        335.4                        335.3 Other Intangibles                         27.7                         11.9 Deferred Tax Assets, LT                         75.1                         78.6 Other Long-Term Assets                        181.3                        181.0 Total Assets                     5,535.8                     4,826.0 LIABILITIES Accounts Payable                        103.4                        103.3 Accrued Exp.                        452.7                        516.2 Curr. Port. of LT Debt -                         17.0 Curr. Income Taxes Payable                         15.3                         15.6 Unearned Revenue, Current                        207.1                        220.0 Other Current Liabilities                        117.1                        129.6 Total Current Liabilities                        895.6                     1,001.8 Long-Term Debt                        745.1                     3,173.4 Unearned Revenue, Non-Current                         57.5                         47.1 Pension & Other Post-Retire. Benefits                         59.9                         55.7 Other Non-Current Liabilities                        108.4                        126.5 Total Liabilities                     1,866.5                     4,404.6 Common Stock                           0.2                           0.2 Additional Paid In Capital                     1,220.3                        474.2 Retained Earnings                     2,479.1                      (12.4) Treasury Stock - - Comprehensive Inc. and Other                      (30.3)                      (40.6) Total Common Equity                     3,669.3                        421.4 Total Equity                     3,669.3                        421.4 Total Liabilities And Equity                     5,535.8                     4,826.0 Supplemental Items Total Shares Out. on Filing Date                        165.4                        157.5 Total Shares Out. on Balance Sheet Date                        165.4                        157.9 Book Value/Share $22.18 $2.67 Tangible Book Value                     3,306.3                         74.3 Tangible Book Value/Share $19.98 $0.47 Total Debt                        745.1                     3,190.4 Net Debt                  (2,407.5)                        803.3 Debt Equiv. of Unfunded Proj. Benefit Obligation                         61.9                         58.9 Debt Equivalent Oper. Leases                         69.6                         72.8 Inventory Method FIFO FIFO Raw Materials Inventory                        221.6                        194.2 Work in Progress Inventory                        171.2                        156.8 Finished Goods Inventory                         60.4                         57.1 Other Inventory Accounts                        203.2                        209.7 Land                         41.8                         40.4 Buildings                        302.5                        316.6 Machinery                        512.1                        532.1 Construction in Progress                           8.9                           3.2 Full Time Employees                        6,060                        5,880 Accum. Allowance for Doubtful Accts                         21.8                         21.7 Order Backlog                        977.0                        984.0 Filing Date 8-07-2015 8-07-2015 Restatement Type RS O Calculation Type REP REP Note: For multiple class companies, total share counts are primary class equivalent, and for foreign companies listed as primary ADRs, total share counts are ADR-equivalent.

Explanation / Answer

a) Return on Assets is determined as ratio of Net Income by Total Assets

So for 2016, ROA = 457 / 5535.8 = 8.25%

For 2017, ROA = 374.7 / 4826 = 7.76%

ROE is determined as ratio of Net Income by common shareholder's equity

For 2016, ROE = 457 / 3669.3 = 12.45%

For 2017, ROE = 374.7 / 421.4 = 88.89%

b) Net profit margin is determined as ration of net profit by revenues

For 2016, NPM = 457 / 2929.4 = 15.6%

For 2017, NPM = 374.7 / 2814 = 13.3%

Asset turnover is determined as total revenues by total assets

For 2016, Asset turnover = 2929.4 / 5535.8 = 52.9%

For 2017, 2814 / 4826 = 58.3%

c)   Tax Burden Ratio = Net Income/Earnings before Taxes

Interest Burden Ratio= Earnings before Taxes/Earnings before Interest and Taxes

Operating Profit Margin = Earnings before Interest and Taxes/Sales

Leverage Ratio= Total Assets/Shareholders Equity

For 2016, Tax Burden Ratio = 457 / 731.3 = 62.5%

Interest Burden Ratio= 731.3 / 771 = 94.8%

Operating Profit Margin = 771 / 2929.4 = 26.3%

Leverage Ratio = 5535.8 / 3669.3 = 1.5

For 2017, Tax Burden Ratio = 374.7 / 599.5 = 62.5%

Interest Burden Ratio= 599.5 / 697.1 = 86%

Operating Profit Margin = 697.1 / 2814 = 24.7%

Leverage Ratio = 4826 / 421.4 = 11.45

d) From 2016 to 207, ROA for KLAC has decreased from 8.255% to 7.76%, this has been driven by the decrease in net income.

Similarly over this period, ROE also decreased from 12.45% to 8.89%. Even though tax burden remained constant, there was slight decrease in interest burden and operating margin. However, significant movement was observed in leverage ratio.

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