Filing Flows › Kulicke & Soffa Industries (KLIC) › Q2 FY26 › vs Q1 FY26
Kulicke & Soffa Industries (KLIC) Q2 FY26 vs Q1 FY26 (quarter over quarter)
Kulicke & Soffa Industries's revenue rose $43.0M (+22%) from $200M in Q1 FY26 to $243M in Q2 FY26. The biggest changes: Ball Bonding Equipment +$49.9M (+45%); Wedge Bonding Equipment −$8.1M (-38%); Advanced Solutions +$7.3M (+42%). Gross margin 49.3% against 49.6% (-0.2 pts).
Kulicke & Soffa Industries, Q2 FY26: revenue $243M (+50% year over year), operating margin 15.9%, net earnings $35.1M, operating cash flow $10.3M. The chart draws each line against Q1 FY26, the increases inside each band.
Margins
| Q2 FY26 | Q1 FY26 | Change | |
|---|---|---|---|
| Gross margin | 49.3% | 49.6% | -0.2 pts |
| Operating margin | 15.9% | 8.9% | +7.0 pts |
| Net margin | 14.5% | 8.4% | +6.1 pts |
| Free cash flow margin | 2.6% | -5.8% | +8.4 pts |
Every line
| Line | Q2 FY26 | Q1 FY26 | Change | % |
|---|---|---|---|---|
| Ball Bonding Equipment | $160M | $110M | $49.9M | +45% |
| APS | $34.7M | $39.6M | −$4.9M | -12% |
| Advanced Solutions | $24.5M | $17.2M | $7.3M | +42% |
| Wedge Bonding Equipment | $13.1M | $21.1M | −$8.1M | -38% |
| All Others | $10.2M | $11.4M | −$1.2M | -11% |
| Revenue | $243M | $200M | $43.0M | +22% |
| Gross profit | $120M | $99.0M | $20.7M | +21% |
| Cost of revenue | $123M | $101M | $22.2M | +22% |
| Other income, net | $3.9M | $4.7M | −$776K | -16% |
| Operating profit | $38.6M | $17.8M | $20.7M | +116% |
| Operating expenses | $81.1M | $81.1M | $3K | 0% |
| Pre-tax earnings | $42.5M | $22.5M | $20.0M | +89% |
| Research & development | $38.4M | $40.4M | −$2.0M | -5% |
| SG&A | $42.7M | $40.8M | $2.0M | +5% |
| Net earnings | $35.1M | $16.8M | $18.4M | +109% |
| Income tax | $7.4M | $5.7M | $1.6M | +28% |
| Operating cash sources | $46.1M | $26.1M | $20.0M | +77% |
| Depreciation & amortization | $4.0M | $4.0M | $19K | +0.5% |
| Share-based compensation | $7.0M | $5.3M | $1.7M | +31% |
| Working capital & other | $35.8M | $35.0M | $828K | +2% |
| Operating cash flow | $10.3M | −$8.9M | $19.2M | — |
| Free cash flow (OCF − capex) | $6.2M | −$11.6M | $17.8M | — |
| Capital expenditures | $4.1M | $2.7M | $1.4M | +52% |
Questions
How much did Kulicke & Soffa Industries's revenue grow quarter over quarter in Q2 FY26?
Kulicke & Soffa Industries's revenue rose $43.0M (+22%) from $200M in Q1 FY26 to $243M in Q2 FY26.
What drove Kulicke & Soffa Industries's revenue change in Q2 FY26?
Ball Bonding Equipment +$49.9M (+45%); Wedge Bonding Equipment −$8.1M (-38%); Advanced Solutions +$7.3M (+42%).