Companies /Technology

Kulicke & Soffa Industries Inc

NASDAQ: KLIC Semiconductor Equipment & Materials
$78.82
▼ $0.13 (−0.16%) today
Markets closed · 8:01pm ET

Q1 2026 Earnings

Reported Feb 4, 2026, 4:06pm ET · SEC source
$0.44
Beat +33.33%
EPS · est. $0.33
$199.6M
Beat +5.05%
Revenue · est. $190.0M
−1.4%
Trailing market
KLIC vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+7%+14%Feb 4Feb 5report 4:06pm ETearnings−1.6%+15.8%
0+7%+14%Feb 4Feb 5earnings−1.6%+15.8%
KLIC +15.8%S&P 500 −1.6%
0+7%+14%Feb 4Feb 5report 4:06pm ETearnings−1.9%+15.8%
0+7%+14%Feb 4Feb 5earnings−1.9%+15.8%
KLIC +15.8%NASDAQ −1.9%
0+20%Feb 3Feb 12report 4:06pm ETearnings−0.9%+20.2%
0+20%Feb 3Feb 12earnings−0.9%+20.2%
KLIC +20.2%S&P 500 −0.9%
0+20%Feb 3Feb 12report 4:06pm ETearnings−1.1%+20.2%
0+20%Feb 3Feb 12earnings−1.1%+20.2%
KLIC +20.2%NASDAQ −1.1%
+19.27%
Day of report
+6.81%
Next session
+8.55%
One week
−1.42%
30 days

S&P 500 over the same 30 days: −0.06%.

Did KLIC Beat Earnings? Q1 2026 Results

Kulicke & Soffa delivered a strong fiscal first quarter, posting non-GAAP EPS of $0.44 against a $0.33 consensus estimate, a 33.33% beat, while revenue of $199.63 million topped expectations of $190.03 million by 5.05% and climbed 20.2% year over year. The gains were driven by increasing customer capacity requirements in semiconductor assembly, with gross margin holding at a healthy 49.6% and non-GAAP operating margin reaching 12.6%. The results build on a broader recovery across <a href="https://247wallst.com/investing/2026/01/29/kla-corporation-earnings-preview-what-to-watch-when-klac-reports-today/">semiconductor equipment spending</a> that has been gaining momentum heading into 2026. Interim CEO and CFO Lester Wong pointed to the company's expanding footprint in Power Semiconductor, Advanced Dispense, and Advanced Packaging technologies as key differentiators beyond traditional wire bonding. Looking ahead, management guided fiscal Q2 revenue to approximately $230 million, plus or minus $10 million, with non-GAAP diluted EPS of roughly $0.67, suggesting accelerating demand across automotive, compute, memory, and communications end markets. The strong forward outlook arrives even as some insiders trimmed positions following the report.

Key Takeaways
  • Growing customer near-term capacity requirements
  • Sequential revenue growth from $177.6M to $199.6M
  • Gross margin of 49.6%
  • Non-GAAP operating margin improvement to 12.6% from 6.6% in prior quarter

“As we continue preparing to support customers' higher near-term capacity requirements, we remain committed to broadening our market reach in parallel. Our prior investments in Power Semiconductor, Advanced Dispense, and Advanced Packaging, both Vertical Wire and Fluxless Thermo-Compression, strategically position us to further expand our market access over the long-term.”

Kulicke & Soffa CEO, on the earnings call

Forward Guidance & Outlook

K&S expects Q2 fiscal 2026 (ending April 4, 2026) net revenue of approximately $230 million +/- $10 million, GAAP diluted EPS of approximately $0.53 +/- 10%, and non-GAAP diluted EPS of approximately $0.67 +/- 10%. Non-GAAP operating expenses are expected at approximately $73.0 million +/- 2%. The guidance is based on approximately 52.0 million diluted weighted average shares outstanding and does not incorporate potential business combinations, divestitures, or unannounced restructuring activities.

KLIC YoY Financials

Q1 2026 vs Q1 2025 · SEC filings Q1 2025 Q1 2026
$0$60.0M$120.0M$180.0M$166.1M$199.6MRevenue$87.1M$99.0MGross Profit$86.6M$17.8MOperating Income$81.7M$16.8MNet Income
$0$60.0M$120.0M$180.0MRevenueGross ProfitOperating IncomeNet Income

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