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/Mis Actual Consensu

s s

Estimate

Q4 Beat $177.6 $169.82

Revenue mln mln (5

Analysts

)

Q4 Beat $0.28 $0.22 (5

Adjusted Analysts

EPS )

Q4 EPS $0.12

Q4 Beat $14.90 $11.62

Adjusted mln mln (3

Net Analysts

Income )

Q4 Net $6.40

Income mln

Q4 Gross 45.70%

Margin

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 ( KLIC ) 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:

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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.)