Kulicke & Soffa (KLIC) Surpasses Estimates with 20.2% Revenue Growth, Hedges Q1 Up 42%

Kulicke & Soffa (NASDAQ: KLIC) reports Q4 CY2025 results exceeding Wall Street expectations: revenue $199.6 million, up 20.2% YoY; non-GAAP profit $0.44/share, 33.3% above consensus; midpoint Q1 revenue guidance $230 million, 22.6% higher than estimates, signaling a 42% YoY sales increase. The company’s 160-day DIO is 6 days below its five-year average, indicating no inventory overbuild despite higher inventory levels. Background: KLIC is a global provider of semiconductor production equipment and tools. While long-term revenue has declined at roughly 3.4% annualized over the past two years, the quarter marks a growth inflection and improved demand outlook, with sell-side analysts projecting 16.3% revenue growth over the next 12 months.