Q3 26 EPS Adjusted
$1.20
BEAT +19.20%
Est. $1.01
Q3 26 Revenue
$330.4M
BEAT +6.01%
Est. $311.7M
vs S&P Since Q3 26
+0.6%
BEATING MARKET
KLIC +1.1% vs S&P +0.5%
Market Reaction
Did KLIC Beat Earnings? Q3 2026 Results
Kulicke & Soffa Industries delivered a standout fiscal third quarter, posting adjusted EPS of $1.20 against the $1.01 consensus estimate for a beat of 19.20%, extending the company's streak of topping analyst EPS expectations to four consecutive quar… Read more Kulicke & Soffa Industries delivered a standout fiscal third quarter, posting adjusted EPS of $1.20 against the $1.01 consensus estimate for a beat of 19.20%, extending the company's streak of topping analyst EPS expectations to four consecutive quarters. Revenue of $330.41 million cleared the $311.67 million consensus by 6.01% and more than doubled from $148.41 million a year ago, a gain of 122.6% year over year, as broad-based demand recovery across all end markets drove volumes sharply higher. The company swung to GAAP net income of $57.42 million from a net loss of $3.29 million in the prior-year period, while gross margin expanded to 47.8% on stronger volumes and favorable mix. Momentum in AI infrastructure, particularly demand tied to advanced packaging technologies, has been a closely watched catalyst for the recovery. Looking ahead, management guided fiscal Q4 revenue to approximately $375 million, plus or minus $20 million, with non-GAAP diluted EPS of approximately $1.42, plus or minus 10%, signaling continued acceleration into the final quarter of fiscal 2026.
Key Takeaways
- • Improving demand conditions across all end markets including automotive, compute, industrial, memory and communications
- • Strong sequential revenue growth from $242.6 million in Q2 to $330.4 million in Q3
- • Gross margin expansion to 47.8%
- • Non-GAAP operating margin expansion to 22.9%
KLIC Forward Guidance & Outlook
K&S expects Q4 fiscal 2026 (ending October 3, 2026) net revenue of approximately $375 million +/- $20 million, GAAP diluted EPS of approximately $1.29 +/- 10%, and non-GAAP diluted EPS of approximately $1.42 +/- 10%, based on approximately 53.0 million diluted weighted average shares outstanding. The expanded Advanced Solutions production facility is expected to be completed as scheduled within the second half of fiscal 2027.
KLIC YoY Financials
Q3 2026 vs Q3 2025, source: SEC Filings
“We see strong sequential growth in the third quarter and demand conditions continue to improve across all end markets. We remain closely engaged to support the evolving technology requirements of our industry, and remain committed to address the immediate and long-term production needs of our customers.”
— Lester Wong, Q3 2026 Earnings Press Release
KLIC Earnings Trends
KLIC vs Market 30 Day Price Reactions
30-day stock return vs benchmark after each earnings
KLIC EPS Trend
Earnings per share: estimate vs actual
KLIC Revenue Trend
Quarterly revenue: estimate vs actual
KLIC Quarterly Results
6 quarters of earnings data
| Quarter | EPS Est. | EPS Act. | Surprise | Revenue | Rev. Surprise |
|---|---|---|---|---|---|
| Q3 26 BEAT | $1.01 | $1.20 | +19.20% | $330.4M | +6.01% |
| Q2 26 BEAT | $0.67 | $0.79 | +17.91% | $242.6M | +5.49% |
| Q1 26 BEAT | $0.33 | $0.44 | +33.33% | $199.6M | +5.05% |
| Q4 25 BEAT FY | $0.22 | $0.28 | +26.13% | $177.6M | +4.55% |
| FY Full Year | $0.14 | $0.21 | +47.89% | $654.1M | +1.20% |
| Q3 25 BEAT | $0.06 | $0.07 | +27.27% | $148.4M | +2.02% |
| Q2 25 MISS | $0.19 | $-0.52 | -370.83% | $162.0M | -1.89% |