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Kulicke & Soffa (KLIC)
NASDAQ:KLIC
Earnings Data
Report Date
May 06, 2026After Close (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.67Last Year’s EPS
-0.52Same Quarter Last Year
Moderate Buy
Based on 3 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call presents a notably positive operational and financial inflection: strong sequential and year-over-year revenue growth in general semiconductor, high utilization rates (notably >90% in China), healthy margins (~49.6%) and encouraging guidance (Q2 revenue up ~15% to $230M, FY26 second half projected +15%–20%). Advanced packaging (TCB/Fluxless) shows meaningful traction with >120 systems in the field, a >$100M TCB revenue expectation, and a 3x capacity expansion in Singapore. Offsetting these positives are memory revenue variability, persistent near-term automotive/industrial headwinds, some margin benefit from previously expensed/impaired systems (one-time), pending technology qualifications (FTC plasma) and later commercialization timelines for HBM/HBF (volume in FY27/CY27). Overall, positives materially outweigh the headwinds.Company Guidance
Improving Demand and High Utilization
Company reports demand improving faster and stronger than expected with customer sentiment strengthened; utilization for key end markets estimated over 80% overall and China above 90%, North America/Europe ~80%, rest of Asia ~80%, Southeast Asia ~70% and rising.
Strong General Semiconductor Growth
General semiconductor revenue increased 27% sequentially and over 90% year-over-year, driven by technology and capacity needs across all reportable segments; utilization in this market estimated over 80%.
Memory Ball-Bonding Capacity Tightness
Ball bonding utilization for memory exceeded 85% (up from mid-70% range last year), signaling healthy capacity for NAND assembly despite quarter-to-quarter variability in memory revenue.
Sequential Improvement in Automotive & Industrial
Automotive and industrial revenue improved 15% sequentially in the December quarter, and management remains positive on long-term secular trends (e.g., semiconductor content per vehicle expected to double over 10 years).
Aftermarket Growth
Aftermarket products and services revenue increased 14% year-over-year, reflecting increased production activity and improved utilization of the installed base.
Solid Profitability and Margins
Reported gross margin of 49.6% in the quarter with GAAP EPS of $0.32 and non-GAAP EPS of $0.44; company targets gross margin around 49% for the next quarter and 49%–50% range for FY26.
Positive Guidance and Revenue Growth Outlook
March-quarter guidance calls for revenue to increase ~15% sequentially to $230 million, non-GAAP operating expenses of $73 million, GAAP EPS targeted at $0.53 and non-GAAP EPS at $0.67; management expects the second half of FY26 to be ~15%–20% better than the first half.
Advanced Packaging Traction and Capacity Expansion
Shipped first HBM system to a large memory customer during the quarter; company has 120 thermocompression bonding (TCB) systems in the field (about half Fluxless) and is expanding its Singapore fluxless TCB production capacity by 3x.
TCB Revenue Run-Rate
Management expects TCB-related revenue to be over $100 million for the fiscal year, indicating significant contribution from advanced packaging solutions.
Product Progress — Advanced Dispense and Power Semiconductor
Introduced new ACELON dispense system with positive customer feedback and multiple engaged customers; company reports continued progress and market-leading solutions in power semiconductor assembly.
KLIC Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
KLIC Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 04, 2026 | $55.67 | $66.40 | +19.27% |
Nov 19, 2025 | $35.13 | $38.85 | +10.60% |
Aug 06, 2025 | $31.81 | $34.65 | +8.94% |
May 06, 2025 | $31.25 | $30.38 | -2.81% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Kulicke & Soffa (KLIC) report earnings?
Kulicke & Soffa (KLIC) is schdueled to report earning on May 06, 2026, After Close (Confirmed).
What is Kulicke & Soffa (KLIC) earnings time?
Kulicke & Soffa (KLIC) earnings time is at May 06, 2026, After Close (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is KLIC EPS forecast?
KLIC EPS forecast for the fiscal quarter 2026 (Q2) is 0.67.