Kulicke and Soffa beats Q2 revenue, profit estimates on chip, auto markets demand

Kulicke And Soffa Industries

06/05/2026 21:22

Overview

Singapore semiconductor equipment maker's fiscal Q2 revenue and adjusted EPS beat analyst expectations

Company cites stronger-than-anticipated demand across semiconductor, memory, automotive and industrial markets

Company expects Q3 revenue and EPS to rise sequentially

Outlook

Kulicke and Soffa expects Q3 net revenue of $310 mln +/- $20 mln

Company sees Q3 GAAP diluted EPS of $0.87 +/- 10%, non-GAAP EPS of $1.00 +/- 10%

Company anticipates FY 2026 capital expenditure to increase from $12 mln to $22 mln

Result Drivers

BROAD-BASED DEMAND - Co said stronger-than-anticipated demand across semiconductor, memory, automotive and industrial markets drove Q2 results, per interim CEO and CFO Lester Wong

CAPITAL INVESTMENT - Co increased near-term capital investment to support longer-term Advanced Solutions growth, including expanded TCB system production

Company press release: ID:nPn8FtzQ1a

Key Details

Metric
Beat/Miss
Actual
Consensus Estimate
Q2 Revenue
Beat
$242.60 mln
$230 mln (3 Analysts)
Q2 Adjusted EPS
Beat
$0.79
$0.67 (3 Analysts)
Q2 EPS
$0.66
Q2 Adjusted Net Income
Beat
$42.10 mln
$35.50 mln (2 Analysts)
Q2 Net Income
$35.10 mln
Q2 Gross Margin
49.30%


Analyst Coverage

The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 2 "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 $67.50, about 26.1% below its May 5 closing price of $91.39

The stock recently traded at 32 times the next 12-month earnings vs. a P/E of 32 three months ago

For questions concerning the data in this report, contact Estimates.Support@lseg.com. For any other questions or feedback, contact reuters.support@thomsonreuters.com.

(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.)