Companies

Kulicke & Soffa Industries Inc

NASDAQ: KLIC
$78.82
▼ $0.13 (−0.16%) today
Markets closed · 6:40pm ET

Q2 2026 Earnings

Reported May 6, 2026, 4:06pm ET · SEC source
$0.79
Beat +17.91%
EPS · est. $0.67
$242.6M
Beat +5.49%
Revenue · est. $230.0M
+8.6%
Beating market
KLIC vs S&P since report
5 quarters
Consecutive EPS beats

Market Reaction

% change · around the report
0+6%+12%May 6May 7report 4:06pm ETearnings−0.5%+2.3%
0+6%+12%May 6May 7earnings−0.5%+2.3%
KLIC +2.3%S&P 500 −0.5%
0+6%+12%+18%May 6May 7report 4:06pm ETearnings−0.4%+2.3%
0+6%+12%+18%May 6May 7earnings−0.4%+2.3%
KLIC +2.3%NASDAQ −0.4%
−12%−6%0+6%May 5May 14report 4:06pm ETearnings+2.0%−0.9%
−12%−6%0+6%May 5May 14earnings+2.0%−0.9%
KLIC −0.9%S&P 500 +2.0%
−12%−6%0+6%May 5May 14report 4:06pm ETearnings+3.5%−0.9%
−12%−6%0+6%May 5May 14earnings+3.5%−0.9%
KLIC −0.9%NASDAQ +3.5%
+2.62%
Day of report
+4.66%
Next session
+11.19%
One week
+9.30%
30 days

S&P 500 over the same 30 days: +0.73%.

Did KLIC Beat Earnings? Q2 2026 Results

Kulicke & Soffa Industries posted a decisive rebound in its fiscal second quarter of 2026, with revenue of $242.62 million and non-GAAP earnings of $0.79 per diluted share marking a sharp recovery from the prior-year period, when the semiconductor equipment maker reported a non-GAAP loss of $0.52 per share on revenue of just $161.99 million. The turnaround was driven by stronger-than-anticipated demand across general semiconductor, memory, automotive, and industrial end markets, pushing gross margin to 49.3% and non-GAAP operating margin to 19.1%, compared to negative 16.9% a year ago. The company also swung to GAAP net income of $35.15 million from a GAAP net loss of $84.52 million in the year-ago quarter, which had been weighed down by $39.82 million in impairment charges. Looking ahead, K&S guided fiscal Q3 revenue to approximately $310 million and non-GAAP EPS of approximately $1.00, while raising its full-year capital expenditure target to roughly $22 million to expand production capacity for Thermo-Compression bonding systems toward an annual sales capacity of approximately $400 million.

Key Takeaways
  • Stronger than anticipated demand driven by technology and capacity needs across general semiconductor, memory, automotive, and industrial end markets
  • Gross margin expansion to 49.3%
  • Non-GAAP operating margin improvement to 19.1%

“Demand is stronger than anticipated due to both technology and capacity needs across general semiconductor, memory, automotive and industrial end markets. In addition to helping customers reach their production goals, we are also ramping near-term capital investment to support longer-term Advanced Solutions growth.”

Kulicke & Soffa CEO, on the earnings call

Forward Guidance & Outlook

For fiscal Q3 2026 (ending July 4, 2026), K&S expects net revenue of approximately $310 million +/- $20 million, GAAP diluted EPS of approximately $0.87 +/- 10%, and non-GAAP diluted EPS of approximately $1.00 +/- 10%. The company also anticipates fiscal year 2026 capital expenditure to increase from approximately $12 million to approximately $22 million, with incremental investment aimed at expanding TCB system production capacity to support up to approximately $400 million in annual TCB system sales.

KLIC YoY Financials

Revenue$242.6M
Gross Profit$119.7M
Operating Income$38.6M
Net Income$35.1M

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