Filing Flows › Kulicke & Soffa Industries (KLIC) › Q3 FY26 › vs Q2 FY26
Kulicke & Soffa Industries (KLIC) Q3 FY26 vs Q2 FY26 (quarter over quarter)
Kulicke & Soffa Industries's revenue rose $87.8M (+36%) from $243M in Q2 FY26 to $330M in Q3 FY26. The biggest changes: Ball Bonding Equipment +$65.9M (+41%); Wedge Bonding Equipment +$12.7M (+97%); Advanced Solutions +$4.9M (+20%). Gross margin 47.8% against 49.3% (-1.5 pts).
Kulicke & Soffa Industries, Q3 FY26: revenue $330M (+123% year over year), operating margin 20.7%, net earnings $57.4M, operating cash flow $45.2M. The chart draws each line against Q2 FY26, the increases inside each band.
Margins
| Q3 FY26 | Q2 FY26 | Change | |
|---|---|---|---|
| Gross margin | 47.8% | 49.3% | -1.5 pts |
| Operating margin | 20.7% | 15.9% | +4.8 pts |
| Net margin | 17.4% | 14.5% | +2.9 pts |
| Free cash flow margin | 12.4% | 2.6% | +9.8 pts |
Every line
| Line | Q3 FY26 | Q2 FY26 | Change | % |
|---|---|---|---|---|
| Ball Bonding Equipment | $226M | $160M | $65.9M | +41% |
| APS | $35.8M | $34.7M | $1.1M | +3% |
| Advanced Solutions | $29.4M | $24.5M | $4.9M | +20% |
| Wedge Bonding Equipment | $25.8M | $13.1M | $12.7M | +97% |
| All Others | $13.4M | $10.2M | $3.2M | +32% |
| Revenue | $330M | $243M | $87.8M | +36% |
| Gross profit | $158M | $120M | $38.2M | +32% |
| Cost of revenue | $172M | $123M | $49.5M | +40% |
| Other income, net | $4.5M | $3.9M | $552K | +14% |
| Operating profit | $68.3M | $38.6M | $29.7M | +77% |
| Operating expenses | $89.7M | $81.1M | $8.5M | +11% |
| Pre-tax earnings | $72.8M | $42.5M | $30.3M | +71% |
| Research & development | $43.9M | $38.4M | $5.5M | +14% |
| SG&A | $45.8M | $42.7M | $3.0M | +7% |
| Net earnings | $57.4M | $35.1M | $22.3M | +63% |
| Income tax | $15.3M | $7.4M | $8.0M | +108% |
| Depreciation & amortization | $4.0M | $4.0M | $25K | +0.6% |
| Share-based compensation | $7.0M | $7.0M | $53K | +0.8% |
| Working capital & other | $23.2M | $35.8M | −$12.6M | -35% |
| Operating cash flow | $45.2M | $10.3M | $34.9M | +340% |
| Free cash flow (OCF − capex) | $40.9M | $6.2M | $34.7M | +561% |
| Capital expenditures | $4.3M | $4.1M | $200K | +5% |
Questions
How much did Kulicke & Soffa Industries's revenue grow quarter over quarter in Q3 FY26?
Kulicke & Soffa Industries's revenue rose $87.8M (+36%) from $243M in Q2 FY26 to $330M in Q3 FY26.
What drove Kulicke & Soffa Industries's revenue change in Q3 FY26?
Ball Bonding Equipment +$65.9M (+41%); Wedge Bonding Equipment +$12.7M (+97%); Advanced Solutions +$4.9M (+20%).