Revenue and Earnings Performance
Kulicke & Soffa reported Q3 2025 revenue of $148.4 million, exceeding expectations. Despite a reported loss per share of $0.06, non-GAAP earnings per share came in at $0.07, indicating a focus on efficiency and customer engagement.
Advanced Dispense and Vertical Wire Solutions
The company received initial purchase orders for Advanced Dispense from automotive OEMs and other clients, with plans to introduce new capabilities at SEMICON Taiwan. Vertical Wire solutions are expected to begin high-volume production in fiscal 2026, driven by demand in the memory market.
Thermo-Compression and FTC Solutions
Kulicke & Soffa's FTC solutions are positioned as best-in-class, supporting multiple large customers in mass production. The company anticipates shipping an initial FTC system by the end of calendar year 2025, projecting significant growth in this segment.
Shareholder Value and Financial Health
Kulicke & Soffa repurchased 668,000 shares during the June quarter, representing 1.3% of diluted shares, and provided over $270 million in dividends and repurchases over seven quarters, maintaining a dividend yield above 2%.
Positive Outlook for Key Markets
The company anticipates a 15% sequential revenue increase to $170 million in the September quarter, with improvements in general semiconductor and memory markets.