KLACKLA CORP
Optical Instruments & Lenses
- Revenue
- $13.6B
- 12% YoY
- Operating margin
- —
- EBITDA
- —
- Market cap
- —
- Employees
- —
- Net debt / EBITDA
- —
- $4.4B net debt
- AI in 10-K
- —
Red flags 0 of 9
- TSR below peersClear—3+ of last 5 years
- High CEO pay despite TSRClear—Median CEO pay ≥ $15M and TSR flag
- Active 13DClear0 filingsActive-intent 13D in 18 months
- Net insider sellingClear$0 netNet sales over $10M in 12 months
- Earnings not backed by cashClear86% of net incomeCash flow under 80% of net income
- Dilutive SBCClear2% of revenueOver 10% of revenue
- Payouts exceed cash flowClear81% of cash flowBuybacks + dividends over cash flow
- Goodwill-heavyClear10% of assetsOver 40% of assets
- Shareholder dissentClear—Any vote under 80% support
Financials
| Metric | FY2022 | FY2023 | FY2024 | FY2025 | FY2026 | YoY |
|---|---|---|---|---|---|---|
| Revenue | $9.2B | $10.5B | $9.8B | $12.2B | $13.6B | 12% |
| Net income | $3.3B | $3.4B | $2.8B | $4.1B | $4.8B | 19% |
| Operating cash flow | $3.3B | $3.7B | $3.3B | $4.1B | $4.1B | 1.5% |
| Capex | $307M | $342M | $277M | $335M | $376M | 12% |
| Stock-based comp | $127M | $171M | $213M | $265M | $310M | 17% |
| Buybacks | $4.0B | $1.3B | $1.7B | $2.1B | $2.3B | 6.5% |
| Dividends | $639M | $733M | $773M | $905M | $1.1B | 17% |
Deal filings
None.
13D filers
None on file.
Insider trading
- Open-market buys, 12 mo
- $0 · 0
- Open-market sells, 12 mo
- $12M · 1
- Net
- −$12M
Pay vs performance
| Year | CEO total comp | Comp actually paid | TSR (indexed) | Peer TSR |
|---|---|---|---|---|
| FY2026 | $30M | $508M | 939 | 426 |
| FY2025 | $25M | $35M | 489 | 278 |
| FY2024 | $23M | $91M | 448 | 274 |
| FY2023 | $27M | $67M | 265 | 184 |
| FY2022 | $21M | $30M | 174 | 128 |