Kulicke And Soffa Industries, Inc. · NASDAQ:KLIC
Kulicke And Soffa Industries — Q2 2026 Earnings Presentation
17 slides from Kulicke And Soffa Industries's earnings presentation, May 7, 2026
Slide 1: Quarterly Earnings Review Q2F26
Kulicke & Soffa Nasdaq: KLIC Quarterly Earnings Review Q2F26 Ended April 4, 2026 May 7, 2026 1
Slide 2: Safe Harbor and Use of Non-GAAP Financial Results
Earnings Review Safe Harbor In addition to historical statements, this presentation contains statements relating to future events and our future results based on management’s expectations as of May 6, 2026. These statements are “forward-looking” statements within the meaning of the Private Securitie
Slide 3: Q2F26 Update: Internally Focused & Optimized for Growth
Q2F26 Update Internally Focused & Optimized for Growth Overview Q2F26 Results • Demand growth — faster & stronger than expected Revenue $242.6M ◦ Led by General Semiconductor & Memory Net Income $35.1M ◦ Data center + smartphone are driving capacity needs Non-GAAP Net Income* $42.1M ◦ Auto/Industria
Slide 4: Q2F26 Revenue Composition
Revenue per quarter (millions USD) Q2F26 Revenue Composition Quarter Avg = Period avg over 5 preceding years As a percent of total Company revenue By End Market General Semi Technology & capacity needs are driving Ball & Advanced Solutions Auto & Industrial Improving market dynamics — 63% sequential
Slide 5: Q2F26 Update: Aligned with Technology Transitions
Q2F26 Update Aligned with Technology Transitions ThermoCompression Advanced Dispense • Broadening customer adoption of Fluxless • New panel-level solution recognized in 2Q26 ThermoCompression (FTC) • Introduced ACELONTM in 1Q26 • Strong demand for heterogeneous integration • Recurring & new customer
Slide 6: Q2F26 Financial Results
Q2F26 Financial Results $242.6M 21.5% sequential revenue Up 21.5% Q/Q improvement $73.8M Down $(0.4)M Q/Q Delivering technology solutions while scaling growth platform 19.1% Close focus on operational efficiency $0.79 *Please see Non-GAAP Reconciliation for a reconciliation of non-GAAP financial mea
Slide 7: Income Statement
Income Statement Q2F26 Summary Items $Millions, except %, EPS, and share count Q2F25 Q1F26 Q2F26 Q/Q Y/Y Revenue $162.0 $199.6 $242.6 $43.0 $80.6 Gross Margin 24.9% 49.6% 49.3% -30 bps 2,440 bps Operating Expenses $125.1 $81.1 $81.1 $0.0 $(44.0) Operating (Loss) / Income $(84.7) $17.8 $38.6 $20.8 $1
Slide 8: Balance Sheets & Cash Flow
Balance Sheets & Cash Flow Q2F26 Summary Items $Millions Q2F26 Q1F26 Q4F25 Q3F25 Q2F25 Accounts and Other Receivables $255.6 $215.8 $183.5 $173.8 $173.9 Inventory $206.3 $176.5 $160.2 $158.3 $155.7 Accounts Payable $85.4 $68.9 $57.2 $52.7 $48.4 Net Cash* $254.3 $284.3 $322.5 $368.0 $398.5 Working Ca
Slide 9: Outlook Q3F26
Outlook Q3F26 $310M Demonstrating operational +/- $20M efficiency as we scale $85.0M +/- 2% Supporting near & long-term capacity & technology needs across served markets * 48.0% +/- 100 OpEx higher due to both bps variable & fixed components $1.00 +/- 10% *Please see Non-GAAP Reconciliation for comp
Slide 10: Earnings Review Q&A
Earnings Review Q&A For additional information investor.kns.com investor@kns.com
Slide 11: Non-GAAP Income from Operations and Operating Margin
Non-GAAP Reconciliations Reconciliation of U.S. GAAP to Non-GAAP Income from Operations and Operating Margin (In thousands, except percentages) (Unaudited) Three months ended April 4, 2026 March 29, 2025 January 3, 2026 Net revenue $ 242,621 $ 161,986 199,625 U.S. GAAP income / (loss) from operation
Slide 12: Non-GAAP Operating Expenses
Non-GAAP Reconciliations Reconciliation of U.S. GAAP to Non-GAAP Operating Expenses (In thousands) (Unaudited) Three months ended January 3, April 4, 2026 March 29, 2025 2026 U.S. GAAP operating expenses $ 81,138 $ 125,051 $ 81,135 Total Non-GAAP adjustments Equity-based compensation - Selling, gene
Slide 13: Net Income to Non-GAAP Net Income and Net Margin
Non-GAAP Reconciliations Reconciliation of U.S. GAAP Net Income to Non-GAAP Net Income and Non-GAAP Net Margin and U.S. GAAP net income per share to Non-GAAP net income per share (In thousands, except percentages and per share data) (Unaudited) Three months ended April 4, 2026 March 29, 2025 January
Slide 14: Net Income Per Share to Non-GAAP Per Share
Non-GAAP Reconciliations Reconciliation of U.S. GAAP Net Income to Non-GAAP Net Income and Non-GAAP Net Margin and U.S. GAAP net income per share to Non-GAAP net income per share (In thousands, except percentages and per share data) (Unaudited) Three months ended April 4, 2026 March 29, 2025 January
Slide 15: Operating Cash Flow to Non-GAAP Adjusted Free Cash Flow
Non-GAAP Reconciliations Reconciliation of U.S. GAAP Cash provided by Operating Activities to Non-GAAP Adjusted Free Cash Flow (In thousands) (unaudited) Three months ended April 4, 2026 March 29, 2025 January 3, 2026 U.S. GAAP net cash provided by / (used in) operating activities $ 10,271 $ 79,877
Slide 16: Non-GAAP Outlook Reconciliation
Non-GAAP Reconciliations Reconciliation of U.S. GAAP to Non-GAAP Outlook (In millions, except per share data) (Unaudited) Third quarter of fiscal 2026 ending July 4, 2026 GAAP Outlook Adjustments Non-GAAP Outlook Net revenue $310 million — $310 million +/- $20 million +/- $20 million Operating expen
Slide 17: Kulicke & Soffa
WZ. kulicke & Soffa.
Kulicke and Soffa Industries — Q2 2026 Earnings Presentation on 6ix