KLIC
Kulicke and Soffa Industries, Inc.46.77
-1.04-2.18%
Dec 16, 4:00:01 PM EST
Earnings Call Transcripts
This Quarter (Q1 '26)
No earnings call transcript available yet
Last Quarter (Q4 '25)
FY Q1 '26
H2 FY26 up 15-20% over H1.
Q&A sharpened FY26 outlook, pegging H2 15-20% ahead of H1 on 80-90% utilizations across regions, especially China over 90%. TCB revenues will top $100M this year, with 120 systems in field—half fluxless—and plasma qual underway at foundries while formic acid hums in production. HBM and high-bandwidth flash volume slips to FY27, vertical wire eyes late FY26 traction with eight customers. Data centers drive via advanced packaging logic and NAND SSDs. Gross margins hold 49-50%. TCB revenues tipped over $100M this year. Management stayed crisp; investors track advanced ramps amid cycle caution.
Key Stats
Market Cap
2.45BP/E (TTM)
-Basic EPS (TTM)
0.00Dividend Yield
0.02%Recent Filings
8-K
Shareholders back directors, auditors
Kulicke and Soffa shareholders at the 2026 Annual Meeting elected Peter T. Kong (39.8M for, 3.9M withhold) and Jon A. Olson (42.7M for, 1.1M withhold) as directors through 2027. They ratified PwC as auditors for fiscal year ending October 3, 2026, with 46.1M for votes. Say-on-pay for executives passed non-bindingly at 41.1M for. Strong support signals board stability.
10-Q
Q1 FY2026 results
Kulicke & Soffa posted Q1 FY2026 revenue of $199.6M, up 20.2% y/y from $166.1M, driven by Ball Bonding's 84.8% surge to $110.3M while Advanced Solutions dropped 38.9%; gross margin slipped to 49.6% from 52.4% on mix shifts. Operating income fell to $17.8M from $86.6M after prior-year's $76M gain relating to cessation of business—wind-down ongoing, substantially complete by FY2026. Diluted EPS held at $0.32 on 52.5M shares, matching net income of $16.8M. Cash swelled to $282.1M, total liquidity $481.1M (no debt); free cash flow not disclosed in the 10-Q. Share repurchases ticked $6.7M. Customer concentrations expose to China risks.
8-K
Q1 revenue $199.6M, Q2 $230M guide
Kulicke & Soffa reported Q1 fiscal 2026 revenue of $199.6 million, up sharply from $166.1 million a year ago yet below Q4's $177.6 million, with GAAP EPS at $0.32 and non-GAAP at $0.44. Gross margins hit 49.6% amid customer capacity ramps. Revenue beat expectations. Q2 guides $230 million ±$10 million, non-GAAP EPS $0.67 ±10%.
10-K
FY2025 results
Kulicke & Soffa posted FY2025 revenue of $654M, down 7% y/y amid semiconductor cycle weakness, yet bookings surged to $751M from $431M while backlog doubled to $245M. Q4 momentum built with Advanced Solutions up 38% y/y on LED and semiconductor demand, flipping to 58% gross margins from negative territory; Ball Bonding margins expanded 230bps to 50% on favorable mix. EA equipment cessation weighed with $88M charges yet offset by $76M Project W gain, leaving near-breakeven ops. Cash dipped to $511M after $97M buybacks and $54M dividends; $234M remains authorized. Geopolitical tensions risk supply disruptions.
8-K
Q4 revenue $177.6M, Q1 ~$190M
Kulicke & Soffa reported Q4 FY2025 net revenue of $177.6 million, down slightly from $181.3 million a year ago, with GAAP net income of $6.4 million ($0.12 EPS) and non-GAAP net income of $14.9 million ($0.28 EPS). Gross margins expanded to 45.7%. Q1 FY2026 outlook targets ~$190 million revenue. Teams prep for demand surge.
IPO
Website
Employees
Sector
Industry
ACLS
Axcelis Technologies, Inc.
86.32-0.94
AMAT
Applied Materials, Inc.
258.84-2.43
AMKR
Amkor Technology, Inc.
40.28-3.63
ASYS
Amtech Systems, Inc.
11.88+0.34
ENTG
Entegris, Inc.
87.96-1.96
INDI
indie Semiconductor, Inc.
3.98-0.13
KLAC
KLA Corporation
1223.37-1.74
MKSI
MKS Inc.
156.25-3.06
RBCN
Rubicon Technology, Inc.
2.85+0.00
SODI
Solitron Devices, Inc.
19.51+0.01