Companies /Technology

Kulicke & Soffa Industries Inc

NASDAQ: KLIC Semiconductor Equipment & Materials
$78.82
▼ $0.13 (−0.16%) today
Markets closed · 8:09pm ET

Q4 2025 Earnings

Reported Nov 19, 2025, 4:08pm ET · SEC source
$0.28
Beat +26.13%
EPS · est. $0.22
$177.6M
Beat +4.55%
Revenue · est. $169.8M
+13.3%
Beating market
KLIC vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+5%+10%+15%Nov 19Nov 20report 4:08pm ETearnings−1.5%+10.0%
0+5%+10%+15%Nov 19Nov 20earnings−1.5%+10.0%
KLIC +10.0%S&P 500 −1.5%
0+5%+10%+15%Nov 19Nov 20report 4:08pm ETearnings−2.4%+10.0%
0+5%+10%+15%Nov 19Nov 20earnings−2.4%+10.0%
KLIC +10.0%NASDAQ −2.4%
−8%0+8%Nov 18Nov 26report 4:08pm ETearnings+2.1%+12.4%
−8%0+8%Nov 18Nov 26earnings+2.1%+12.4%
KLIC +12.4%S&P 500 +2.1%
−8%0+8%Nov 18Nov 26report 4:08pm ETearnings+1.6%+12.4%
−8%0+8%Nov 18Nov 26earnings+1.6%+12.4%
KLIC +12.4%NASDAQ +1.6%
+10.60%
Day of report
+4.74%
Next session
+15.58%
One week
+18.75%
30 days

S&P 500 over the same 30 days: +5.43%.

Did KLIC Beat Earnings? Q4 2025 Results

Kulicke & Soffa delivered a stronger-than-expected fiscal fourth quarter, posting non-GAAP EPS of $0.28 against a consensus estimate of $0.22, a beat of 27.27%, while revenue of $177.56 million cleared the $169.82 million analyst target by 4.56% despite slipping 2.1% from the year-ago period. The standout driver was a sharp sequential recovery in volumes, with revenue rebounding from $148.41 million in Q3 to reflect improving demand across semiconductor assembly end markets. Gross margin held at 45.7% for the quarter, and the company's robust cash generation, with full-year operating cash flow of $113.56 million, allowed management to repurchase 2.4 million shares at a cost of $96.50 million across fiscal 2025 while maintaining a $510.71 million cash and investment position. Interim CEO and CFO Lester Wong pointed to increasing order activity and supply chain preparations for higher customer demand as evidence of building momentum, a view supported by Q1 fiscal 2026 guidance calling for revenue of approximately $190 million and non-GAAP EPS of roughly $0.33.

Key Takeaways
  • Improving end market dynamics and order activity
  • Sequential revenue improvement from Q3 to Q4
  • 45.7% gross margin in Q4, improvement from prior quarter
  • Gain relating to cessation of Electronics Assembly equipment business of $76.0 million in fiscal year

“We continue to focus on multiple technology engagements and are increasingly encouraged by improving end market dynamics and order activity. Our global operations and supply chain teams are preparing for increased customer demand over the coming quarters.”

Kulicke & Soffa CEO, on the earnings call

Forward Guidance & Outlook

K&S expects Q1 fiscal 2026 (ending January 3, 2026) net revenue of approximately $190 million +/- $10 million, GAAP diluted EPS of approximately $0.18 +/- 10%, and non-GAAP diluted EPS of approximately $0.33 +/- 10%. Non-GAAP operating expenses are expected to be approximately $71.0 million +/- 2%. Management noted improving end market dynamics and increasing order activity, with supply chain teams preparing for increased customer demand over coming quarters.

KLIC YoY Financials

Q4 2025 vs Q4 2024 · SEC filings Q4 2024 Q4 2025
$0$50.0M$100.0M$150.0M$181.3M$177.6MRevenue$87.7M$81.2MGross Profit$2.7M$888,000Operating Income$12.1M$6.4MNet Income
$0$50.0M$100.0M$150.0MRevenueGross ProfitOperating IncomeNet Income

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