Companies /Technology

Kulicke & Soffa Industries Inc

NASDAQ: KLIC Semiconductor Equipment & Materials
$78.82
▼ $0.13 (−0.16%) today
Markets closed · 6:13pm ET

Q3 2025 Earnings

Reported Aug 6, 2025, 4:08pm ET · SEC source
$0.07
Beat +27.27%
EPS · est. $0.06
$148.4M
Beat +2.02%
Revenue · est. $145.5M
+5.7%
Beating market
KLIC vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
−8%−4%0+4%Aug 6Aug 7report 4:08pm ETearnings−0.0%+2.7%
−8%−4%0+4%Aug 6Aug 7earnings−0.0%+2.7%
KLIC +2.7%S&P 500 −0.0%
−8%−4%0+4%Aug 6Aug 7report 4:08pm ETearnings+0.4%+2.7%
−8%−4%0+4%Aug 6Aug 7earnings+0.4%+2.7%
KLIC +2.7%NASDAQ +0.4%
−6%0+6%+12%Aug 5Aug 14report 4:08pm ETearnings+2.0%+12.2%
−6%0+6%+12%Aug 5Aug 14earnings+2.0%+12.2%
KLIC +12.2%S&P 500 +2.0%
−6%0+6%+12%Aug 5Aug 14report 4:08pm ETearnings+2.3%+12.2%
−6%0+6%+12%Aug 5Aug 14earnings+2.3%+12.2%
KLIC +12.2%NASDAQ +2.3%
+8.94%
Day of report
+1.26%
Next session
+6.92%
One week
+8.52%
30 days

S&P 500 over the same 30 days: +2.86%.

Did KLIC Beat Earnings? Q3 2025 Results

Kulicke & Soffa delivered a modest but clear beat in its fiscal third quarter, posting non-GAAP earnings of $0.07 per diluted share against a consensus estimate of $0.06, a 27.27% positive surprise, while revenue of $148.41 million edged past the $145.48 million estimate by 2.02% despite falling 18.3% year-over-year. The steep annual decline reflects a semiconductor equipment market still working through a prolonged cyclical trough, compounded by the company's deliberate exit from its Electronics Assembly equipment business, a restructuring move that weighed on headcount and revenue comparisons but generated a $75.99 million gain earlier in the fiscal year. Gross margin held firm at 46.7%, up 10 basis points from a year ago, underscoring the underlying resilience of the business even as GAAP results swung to a net loss of $3.29 million. Looking ahead, management guided fiscal Q4 revenue to approximately $170 million, plus or minus $10 million, with non-GAAP EPS of approximately $0.22, signaling expectations for a meaningful sequential recovery driven by technology transitions across memory, automotive, and industrial end markets.

Key Takeaways
  • Revenue declined 18.3% year-over-year and 8.4% sequentially
  • Gross margin improved 10 bps year-over-year to 46.7% despite lower revenue
  • Non-GAAP net income of $3.8 million vs. GAAP net loss of $3.3 million
  • Operating expenses remained relatively controlled at $75.3 million vs. $76.5 million year-ago

“We continue to execute on multiple technology transitions supported by parallel customer engagements. As we expand our portfolio, we are unlocking new opportunities across general semiconductor, memory, automotive, and industrial markets. Additionally, we are encouraged by positive market feedback of our latest solutions and also by recent order momentum within our highest-volume regions.”

Kulicke & Soffa CEO, on the earnings call

Forward Guidance & Outlook

For Q4 fiscal 2025 ending October 4, 2025, K&S expects net revenue of approximately $170 million +/- $10 million, GAAP diluted EPS of approximately $0.08 +/- 10%, and non-GAAP diluted EPS of approximately $0.22 +/- 10%. GAAP operating expenses are expected at approximately $75.5 million +/- 2%, while non-GAAP operating expenses are expected at approximately $68.0 million +/- 2%. The guidance is based on approximately 52.0 million diluted weighted average shares outstanding and does not incorporate potential business combinations, divestitures, restructuring activities, or strategic investments.

KLIC YoY Financials

Q3 2025 vs Q3 2024 · SEC filings Q3 2024 Q3 2025
$0$50.0M$100.0M$150.0M$181.7M$148.4MRevenue$84.7M$69.2MGross Profit
$0$50.0M$100.0M$150.0MRevenueGross Profit

Figures from SEC filings and company reports. Not investment advice.