Chip assembly gear maker Kulicke and Soffa Q4 revenue beats estimates

Kulicke And Soffa Industries

19/11/2025 21:17

Overview

Kulicke and Soffa fiscal Q4 revenue beats analyst expectations despite a year-over-year decline

Adjusted EPS for fiscal Q4 beats analyst expectations

Company repurchased 0.5 mln shares, indicating confidence in future growth

Outlook

Company expects Q1 fiscal 2026 net revenue of $190 mln +/- $10 mln

Company anticipates Q1 fiscal 2026 GAAP EPS of $0.18 +/- 10%

K&S forecasts Q1 fiscal 2026 non-GAAP EPS of $0.33 +/- 10%

Co's global operations and supply chain teams are preparing for increased customer demand over coming quarters

Result Drivers

IMPROVED MARKET DYNAMICS - Co notes encouraging end market dynamics and increased order activity as drivers for Q4 results

HIGHER GROSS MARGIN - Co achieved a gross margin of 45.7% in Q4, up from previous periods

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q4 Revenue
Beat
$177.6 mln
$169.82 mln (5 Analysts)
Q4 Adjusted EPS
Beat
$0.28
$0.22 (5 Analysts)
Q4 EPS
$0.12
Q4 Adjusted Net Income
Beat
$14.90 mln
$11.62 mln (3 Analysts)
Q4 Net Income
$6.40 mln
Q4 Gross Margin
45.70%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 4 "strong buy" or "buy", 2 "hold" and no "sell" or "strong sell"

The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"

Wall Street's median 12-month price target for Kulicke and Soffa Industries Inc is $40.00, about 11.1% above its November 18 closing price of $35.56

The stock recently traded at 24 times the next 12-month earnings vs. a P/E of 28 three months ago

Press Release: ID:nPn52bTHSa

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(This story was created using Reuters automation and AI based on LSEG and company data. It was checked and edited by a Reuters journalist prior to publication.)