Filing Flows › Kulicke & Soffa Industries (KLIC) › Q2 FY26 › vs Q2 FY25
Kulicke & Soffa Industries (KLIC) Q2 FY26 vs Q2 FY25 (year over year)
Kulicke & Soffa Industries's revenue rose $80.6M (+50%) from $162M in Q2 FY25 to $243M in Q2 FY26. The biggest changes: Ball Bonding Equipment +$93.9M (+142%); Wedge Bonding Equipment −$23.1M (-64%); Advanced Solutions +$6.8M (+39%). Gross margin 49.3% against 24.9% (+24.4 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 Q2 FY25, the increases inside each band.
Margins
| Q2 FY26 | Q2 FY25 | Change | |
|---|---|---|---|
| Gross margin | 49.3% | 24.9% | +24.4 pts |
| Operating margin | 15.9% | -52.3% | +68.2 pts |
| Net margin | 14.5% | -52.2% | +66.7 pts |
| Free cash flow margin | 2.6% | 48.1% | -45.6 pts |
Every line
| Line | Q2 FY26 | Q2 FY25 | Change | % |
|---|---|---|---|---|
| Ball Bonding Equipment | $160M | $66.3M | $93.9M | +142% |
| APS | $34.7M | $31.6M | $3.1M | +10% |
| Advanced Solutions | $24.5M | $17.6M | $6.8M | +39% |
| Wedge Bonding Equipment | $13.1M | $36.2M | −$23.1M | -64% |
| All Others | $10.2M | $10.3M | −$87K | -0.8% |
| Revenue | $243M | $162M | $80.6M | +50% |
| Gross profit | $120M | $40.4M | $79.3M | +196% |
| Cost of revenue | $123M | $122M | $1.3M | +1% |
| Other income, net | $3.9M | $5.6M | −$1.6M | -29% |
| Operating profit | $38.6M | −$84.7M | $123M | — |
| Operating expenses | $81.1M | $125M | −$43.9M | -35% |
| Pre-tax earnings | $42.5M | −$79.1M | $122M | — |
| Research & development | $38.4M | $37.2M | $1.2M | +3% |
| SG&A | $42.7M | $48.0M | −$5.3M | -11% |
| Net earnings | $35.1M | −$84.5M | $120M | — |
| Income tax | $7.4M | $5.4M | $1.9M | +35% |
| Operating cash sources | $46.1M | −$72.0M | $118M | — |
| Depreciation & amortization | $4.0M | $5.0M | −$1.0M | -21% |
| Share-based compensation | $7.0M | $7.5M | −$502K | -7% |
| Working capital & other | $35.8M | −$152M | $188M | — |
| Operating cash flow | $10.3M | $79.9M | −$69.6M | -87% |
| Free cash flow (OCF − capex) | $6.2M | $77.9M | −$71.7M | -92% |
| Capital expenditures | $4.1M | $2.0M | $2.1M | +109% |
Questions
How much did Kulicke & Soffa Industries's revenue grow year over year in Q2 FY26?
Kulicke & Soffa Industries's revenue rose $80.6M (+50%) from $162M in Q2 FY25 to $243M in Q2 FY26.
What drove Kulicke & Soffa Industries's revenue change in Q2 FY26?
Ball Bonding Equipment +$93.9M (+142%); Wedge Bonding Equipment −$23.1M (-64%); Advanced Solutions +$6.8M (+39%).