Kulicke & Soffa Industries Reports Strong Q3 2026 Performance and Positive Fourth‑Quarter Outlook
Kulicke & Soffa Industries, Inc. (NASDAQ: KLIC) announced its third fiscal quarter results for the period ended July 4, 2026. The company posted a net revenue of $330.4 million, a 36 % increase from the $242.6 million reported in the same quarter of the previous year and a 120 % increase from the $148.4 million recorded in Q2 2026.
Net income for the quarter reached $57.4 million, translating into a GAAP diluted earnings per share (EPS) of $1.07. Non‑GAAP net income was $64.2 million and the corresponding EPS was $1.20. The company’s gross margin for Q3 2026 was 47.8 %.
Cash Flow and Share Repurchases
Operating cash flow for the quarter was $45.2 million and adjusted free cash flow stood at $41.0 million. Kulicke & Soffa repurchased 5,000 shares of common stock at a total cost of $0.5 million.
Management Commentary
Interim Chief Executive Officer and Chief Financial Officer, Lester Wong, highlighted “strong sequential growth” and noted that demand conditions are improving across all end markets. He emphasized the company’s commitment to meeting evolving technology requirements and to supporting customers’ short‑term and long‑term production needs.
Fourth‑Quarter Forecast
Kulicke & Soffa expects Q4 2026 net revenue to be approximately $375 million ± $20 million. GAAP diluted EPS is projected at $1.29 ± 10 %, while non‑GAAP diluted EPS is forecast at $1.42 ± 10 %. The company also announced that its expanded Advanced Solutions production facility will be completed on schedule in the second half of fiscal 2027.
Investor Communications
An earnings conference webcast is scheduled for August 6, 2026 at 8:00 a.m. ET, with live and audio‑only options available through investor.kns.com and the provided phone numbers.
Market Context
The company trades on the Nasdaq in U.S. dollars with a market capitalization of approximately $4.91 billion. Its price‑to‑earnings ratio is 87.91, and the share price as of August 4, 2026 was $93.84. The 52‑week high and low for the stock are $135.80 and $34.56, respectively.
Kulicke & Soffa’s performance in Q3 2026 reflects robust demand for semiconductor assembly equipment, driven in part by growth in artificial intelligence applications. The company’s continued expansion of its Advanced Solutions facility and focus on servicing evolving technology needs position it for sustained revenue growth in the coming quarters.
