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Semtech vs Kulicke & Soffa Industries: SMTC and KLIC compared
Semtech is the larger company: $342M of revenue in its latest quarter (Q2 FY27) against $330M for Kulicke & Soffa Industries (Q3 FY26). Kulicke & Soffa Industries is growing faster (+123% against +33% a year earlier). Kulicke & Soffa Industries is more profitable, with an operating margin of 20.7% against 16.3%.
Where the money goes: SMTC and KLIC
Semtech (SMTC) · Q2 FY27
Semtech, Q2 FY27: revenue $342M (+33% year over year), operating margin 16.3%, net earnings $160M, operating cash flow $68.9M. The chart follows the revenue to costs, profit and cash.
Kulicke & Soffa Industries (KLIC) · Q3 FY26
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 follows the revenue to costs, profit and cash.
| Semtech (SMTC) | Kulicke & Soffa Industries (KLIC) | |
|---|---|---|
| Latest quarter | Q2 FY27 | Q3 FY26 |
| Revenue | $342M | $330M |
| Revenue growth, Y/Y | +33% | +123% |
| Gross margin | 53.8% | 47.8% |
| Operating margin | 16.3% | 20.7% |
| Net earnings | $160M | $57.4M |
| Net margin | 46.8% | 17.4% |
| Operating cash flow | $68.9M | $45.2M |
| Free cash flow | $61.4M | $40.9M |
| Market value | $10.1B | $4.0B |
| P/E | — | 34.3× |
| Analysts’ mean target | $217.07 | $100.33 |
Where the revenue comes from
Kulicke & Soffa Industries
- Ball Bonding Equipment: $226M (68%)
- APS: $35.8M (11%)
- Advanced Solutions: $29.4M (9%)
- Wedge Bonding Equipment: $25.8M (8%)
Questions
Which is bigger, Semtech or Kulicke & Soffa Industries?
Semtech is the larger company: $342M of revenue in its latest quarter (Q2 FY27) against $330M for Kulicke & Soffa Industries (Q3 FY26).
Is Semtech or Kulicke & Soffa Industries growing faster?
Kulicke & Soffa Industries is growing faster (+123% against +33% a year earlier).
Which is more profitable, Semtech or Kulicke & Soffa Industries?
Kulicke & Soffa Industries is more profitable, with an operating margin of 20.7% against 16.3%.
More: Semtech earnings · how Semtech makes money · Kulicke & Soffa Industries earnings · how Kulicke & Soffa Industries makes money
From the companies' latest 10-Q, 10-K or earnings release (10-Q filed Aug 26, 2026; 10-Q filed Aug 6, 2026). Fiscal quarters can end on different dates. Not investment advice.