Recent Insider Transactions • May 23
Independent Director recently sold US$2.0m worth of stock On the 20th of May, Mui Sung Yeo sold around 20k shares on-market at roughly US$100.00 per share. This transaction amounted to 25% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.2m more than they bought in the last 12 months. Recent Insider Transactions Derivative • May 22
Independent Director notifies of intention to sell stock Mui Sung Yeo intends to sell 20k shares in the next 90 days after lodging an Intent To Sell Form on the 20th of May. If the sale is conducted around the recent share price of US$100.00, it would amount to US$2.0m. Since September 2025, Mui Sung's direct individual holding has decreased from 95.71k shares to 79.20k. Company insiders have collectively sold US$4.3m more than they bought, via options and on-market transactions in the last 12 months. Live News • May 15
Kulicke and Soffa Surpasses Q2 Estimates With Higher Revenue and Expands TCB Investment Kulicke and Soffa reported fiscal Q2 2026 net revenue of $242.6 million, which was 21.5% higher than the prior quarter, with GAAP net income of $35.1 million compared with a loss a year earlier.
Adjusted EPS of $0.79 exceeded analyst expectations of $0.67, and revenue was more than 5% above consensus, supported by demand for Ball Bonding Equipment, Aftermarket Products and Services, and fluxless Thermo-Compression Bonding (TCB) systems.
Management plans to increase fiscal 2026 capital expenditure from about $12 million to $22 million to expand TCB capacity, targets around $400 million in annual TCB system sales by early fiscal 2027, and continues to wind down its Electronics Assembly equipment business while maintaining cash of nearly $488 million and ongoing share buybacks.
The focus on TCB and advanced packaging ties Kulicke and Soffa more closely to AI and high-performance chip manufacturing trends. The wind-down of Electronics Assembly suggests a clearer emphasis on areas where management sees stronger demand.
Investors may want to watch how the ramp in capex and TCB sales targets translate into future margins and cash generation, especially as the product mix shifts and the company continues returning capital through buybacks. New Risk • May 07
New major risk - Revenue and earnings growth Earnings have declined by 55% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 55% per year over the past 5 years. Minor Risks Large one-off items impacting financial results. Significant insider selling over the past 3 months (US$2.6m sold). Reported Earnings • May 07
Second quarter 2026 earnings: EPS and revenues exceed analyst expectations Second quarter 2026 results: EPS: US$0.67 (up from US$1.59 loss in 2Q 2025). Revenue: US$242.6m (up 50% from 2Q 2025). Net income: US$35.1m (up US$119.7m from 2Q 2025). Profit margin: 14% (up from net loss in 2Q 2025). Revenue exceeded analyst estimates by 5.5%. Earnings per share (EPS) also surpassed analyst estimates by 12%. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 21% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 96 percentage points per year, which is a significant difference in performance. Announcement • Apr 22
Kulicke and Soffa Industries, Inc. to Report Q2, 2026 Results on May 06, 2026 Kulicke and Soffa Industries, Inc. announced that they will report Q2, 2026 results at 4:00 PM, US Eastern Standard Time on May 06, 2026 Declared Dividend • Mar 06
First quarter dividend of US$0.20 announced Dividend of US$0.20 is the same as last year. Ex-date: 19th March 2026 Payment date: 8th April 2026 Dividend yield will be 1.3%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (56% cash payout ratio). The dividend has increased by an average of 6.9% per year over the past 8 years and payments have been stable during that time. Announcement • Mar 05
Kulicke and Soffa Industries, Inc. Declares Quarterly Dividend , Payable on April 8, 2026 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has approved a quarterly dividend of $0.205 per share of common stock. The dividend will be payable on April 8, 2026, to shareholders of record as of March 19, 2026. Recent Insider Transactions • Mar 01
Independent Director recently sold US$676k worth of stock On the 25th of February, David Jeffrey Richardson sold around 9k shares on-market at roughly US$72.20 per share. This transaction amounted to 34% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$1.4m. Insiders have been net sellers, collectively disposing of US$4.1m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Feb 15
Independent Director notifies of intention to sell stock Mui Sung Yeo intends to sell 19k shares in the next 90 days after lodging an Intent To Sell Form on the 13th of February. If the sale is conducted around the recent share price of US$71.98, it would amount to US$1.4m. Since June 2025, Mui Sung's direct individual holding has increased from 94.45k shares to 97.67k. Company insiders have collectively sold US$2.1m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Feb 12
Senior VP of Central Engineering & CTO recently sold US$520k worth of stock On the 10th of February, Robert Nestor Chylak sold around 7k shares on-market at roughly US$73.28 per share. This transaction amounted to 24% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$2.0m more than they bought in the last 12 months. New Risk • Feb 06
New major risk - Revenue and earnings growth Earnings have declined by 50% per year over the past 5 years. This is considered a major risk. Ultimately, shareholders want to see a good return on their investment and that generally comes from sharing in the company's profits. If profits are declining over an extended period, then in most cases the share price will decline over time unless the company can turn around its fortunes. A trend of falling earnings can be very difficult to turn around. If the company is well already established it may also be a sign the company has matured and is in decline. In addition, if the company pays dividends it will also likely need to reduce or cut them, striking a dual blow to total shareholder returns. Currently, the following risks have been identified for the company: Major Risk Earnings have declined by 50% per year over the past 5 years. Minor Risk Significant insider selling over the past 3 months (US$296k sold). Reported Earnings • Feb 05
First quarter 2026 earnings: EPS and revenues exceed analyst expectations First quarter 2026 results: EPS: US$0.32 (down from US$1.52 in 1Q 2025). Revenue: US$199.6m (up 20% from 1Q 2025). Net income: US$16.8m (down 79% from 1Q 2025). Profit margin: 8.4% (down from 49% in 1Q 2025). Revenue exceeded analyst estimates by 5.0%. Earnings per share (EPS) also surpassed analyst estimates by 78%. Revenue is forecast to grow 18% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 115 percentage points per year, which is a significant difference in performance. Announcement • Feb 05
Kulicke and Soffa Industries, Inc. Provides Earnings Guidance for the Second Quarter of Fiscal 2026 Ending April 4, 2026 Kulicke and Soffa Industries, Inc. provided earnings guidance for the second quarter of fiscal 2026 ending April 4, 2026. For the period, the company currently expects net revenue in the second quarter of fiscal 2026 ending April 4, 2026 to be approximately $230 million +/- $10 million, GAAP diluted EPS to be approximately $0.53 +/- 10%. Price Target Changed • Jan 26
Price target increased by 13% to US$52.67 Up from US$46.67, the current price target is an average from 3 analysts. New target price is 8.5% below last closing price of US$57.56. Stock is up 34% over the past year. The company is forecast to post earnings per share of US$0.92 for next year compared to US$0.004 last year. Announcement • Jan 23
Kulicke and Soffa Industries, Inc., Annual General Meeting, Mar 04, 2026 Kulicke and Soffa Industries, Inc., Annual General Meeting, Mar 04, 2026. Location: lwebcastiddar07z4e, United States Announcement • Jan 21
Kulicke and Soffa Industries, Inc. to Report Q1, 2026 Results on Feb 04, 2026 Kulicke and Soffa Industries, Inc. announced that they will report Q1, 2026 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2026 Recent Insider Transactions • Dec 11
Insider recently sold US$251k worth of stock On the 8th of December, Mun Pun Wong sold around 5k shares on-market at roughly US$50.07 per share. This transaction amounted to 3.1% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$1.4m more than they bought in the last 12 months. Declared Dividend • Dec 08
Fourth quarter dividend of US$0.20 announced Dividend of US$0.20 is the same as last year. Ex-date: 18th December 2025 Payment date: 6th January 2026 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 203x earnings). However, it is well covered by cash flows (45% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 22,553% to bring the payout ratio under control. EPS is expected to grow by 94% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio. Announcement • Dec 05
Kulicke and Soffa Industries, Inc. Declares Quarterly Dividend, Payable on January 6, 2026 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has approved a quarterly dividend of $0.205 per share of common stock. The dividend payment will be made on January 6, 2026, to shareholders of record as of December 18, 2025. Price Target Changed • Nov 21
Price target increased by 7.7% to US$44.80 Up from US$41.60, the current price target is an average from 5 analysts. New target price is 9.6% above last closing price of US$40.88. Stock is down 17% over the past year. The company is forecast to post earnings per share of US$0.97 for next year compared to US$0.004 last year. Reported Earnings • Nov 20
Full year 2025 earnings: EPS and revenues exceed analyst expectations Full year 2025 results: EPS: US$0.004 (up from US$1.24 loss in FY 2024). Revenue: US$654.1m (down 7.4% from FY 2024). Net income: US$213.0k (up US$69.2m from FY 2024). Profit margin: 0% (up from net loss in FY 2024). Revenue exceeded analyst estimates by 1.2%. Earnings per share (EPS) also surpassed analyst estimates. Revenue is forecast to grow 13% p.a. on average during the next 2 years, compared to a 20% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 105 percentage points per year, which is a significant difference in performance. Announcement • Nov 20
Kulicke and Soffa Industries, Inc. Provides Earnings Guidance for the First Quarter of Fiscal 2026 Ending January 3, 2026 Kulicke and Soffa Industries, Inc. provided earnings guidance for the first quarter of fiscal 2026 ending January 3, 2026. The ompany currently expects net revenue in the first quarter of fiscal 2026 ending January 3, 2026 to be approximately $190 million +/- $10 million and GAAP diluted EPS to be approximately $0.18 +/- 10%. Announcement • Oct 15
K&S Products & Solutions Announces Executive Changes Kulicke and Soffa Industries, Inc. announced that Chan Pin Chong, Executive Vice President & General Manager of K&S Products & Solutions, will retire effective December 1, 2025, to dedicate more time to his family. Additionally, the Company announced that effective immediately, Ivy Qin, Vice President & General Manager of Wire Bonding, and John Molnar, Vice President & General Manager of Advanced Solutions, will report directly to Fusen. Dr. Qin and Mr. Molnar have dedicated over two decades to K&S, progressing from innovative development roles to their current segment leadership positions. Announcement • Sep 09
Kulicke & Soffa Industries, Inc. Unveils ACELON Kulicke and Soffa Industries, Inc. announced the launch of ACELON™?, a next-generation precision dispensing solution designed for a broad-range of semiconductor, SMT, and automotive assembly applications. This new advanced dispense platform leverages the Company's market-leading machine architecture in wire bonding, which is already successfully deployed by leading customers in critical high-reliability and high-volume production environments worldwide for decades. ACELON™? tackles the most demanding advanced dispense challenges with greater process stability for the most critical production environments. Additionally, ACELON™? provides flexibility for handling larger substrates and complex assembly configurations through a significantly expanded working area. The system delivers precision with sub-20um wet accuracy, ensuring consistent material placement for critical applications where dimensional tolerances are paramount. Key technological advancements of ACELON™? include: Automatic calibration functions that streamline setup procedures and reduce operator intervention. An optional Twin Valve/Dual Valve capability is specifically designed to enhance throughput and configuration flexibility within the highest-volume production environments. Precision placement accuracy with exceptional repeatability enables sub-180um keep-out zones (KOZ) enabling higher-component density designs in support of advanced packaging trends. Quality and throughput are further extended with AI-powered Auto Parameter Tuning (APT) - intelligent software which continuously optimizes system parameters based on process results and historical performance data. These new capabilities reduce setup time, enhance production consistency and help customers better address advanced packaging production challenges. Declared Dividend • Sep 02
Third quarter dividend of US$0.20 announced Shareholders will receive a dividend of US$0.20. Ex-date: 18th September 2025 Payment date: 7th October 2025 Dividend yield will be 2.2%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 7x earnings). However, it is well covered by cash flows (35% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 715% to bring the payout ratio under control. EPS is expected to grow by 341% over the next 2 years, which means the dividend may need to be reduced to reach a sustainable payout ratio. Announcement • Aug 29
Kulicke and Soffa Industries, Inc. Declares Quarterly Dividend, Payable on October 7, 2025 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has approved a quarterly dividend of $0.205 per share of common stock. The dividend payment will be made on October 7, 2025, to shareholders of record as of September 18, 2025. Recent Insider Transactions • Aug 17
Insider recently sold US$1.1m worth of stock On the 12th of August, Mun Pun Wong sold around 30k shares on-market at roughly US$37.07 per share. This transaction amounted to 17% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$13m more than they bought in the last 12 months. Major Estimate Revision • Aug 13
Consensus estimates of losses per share improve by 33% The consensus outlook for earnings per share (EPS) in fiscal year 2025 has improved. 2025 revenue forecast increased from US$632.7m to US$646.3m. EPS estimate increased from -US$0.05 per share to -US$0.033 per share. Semiconductor industry in the US expected to see average net income growth of 22% next year. Consensus price target up from US$39.60 to US$40.60. Share price rose 18% to US$37.73 over the past week. Reported Earnings • Aug 07
Third quarter 2025 earnings: Revenues exceed analysts expectations while EPS lags behind Third quarter 2025 results: US$0.062 loss per share (down from US$0.22 profit in 3Q 2024). Revenue: US$148.4m (down 18% from 3Q 2024). Net loss: US$3.29m (down 127% from profit in 3Q 2024). Revenue exceeded analyst estimates by 2.0%. Earnings per share (EPS) missed analyst estimates by 9.1%. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 102 percentage points per year, which is a significant difference in performance. Announcement • Aug 07
Kulicke and Soffa Industries, Inc. Provides Earnings Guidance for the Fourth Quarter of Fiscal Year Ending October 4, 2025 Kulicke and Soffa Industries, Inc. provided earnings guidance for the fourth quarter of fiscal year ending October 4, 2025. For the quarter, the company expects net revenue to be approximately $170 million +/- $10 million, GAAP diluted EPS to be approximately $0.08 +/- 10%. Announcement • Jul 22
Kulicke and Soffa Industries, Inc. to Report Q3, 2025 Results on Aug 06, 2025 Kulicke and Soffa Industries, Inc. announced that they will report Q3, 2025 results at 4:00 PM, US Eastern Standard Time on Aug 06, 2025 Declared Dividend • Jun 08
Second quarter dividend of US$0.20 announced Shareholders will receive a dividend of US$0.20. Ex-date: 18th June 2025 Payment date: 8th July 2025 Dividend yield will be 2.5%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (204% earnings payout ratio). However, it is well covered by cash flows (31% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 127% to bring the payout ratio under control. EPS is expected to grow by 465% over the next 3 years, which is sufficient to bring the dividend into a sustainable range. Announcement • Jun 05
Kulicke & Soffa Declares Quarterly Dividend, Payable on July 8, 2025 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has approved a quarterly dividend of $0.205 per share of common stock. The dividend payment will be made on July 8, 2025, to shareholders of record as of June 19, 2025. Major Estimate Revision • May 14
Consensus revenue estimates decrease by 13% The consensus outlook for fiscal year 2025 has been updated. 2025 revenue forecast fell from US$728.9m to US$632.7m. EPS estimate unchanged from -US$0.06 per share at last update. Semiconductor industry in the US expected to see average net income growth of 17% next year. Consensus price target down from US$49.00 to US$39.60. Share price rose 9.0% to US$34.60 over the past week. Price Target Changed • May 13
Price target decreased by 19% to US$39.60 Down from US$49.00, the current price target is an average from 5 analysts. New target price is 14% above last closing price of US$34.60. Stock is down 28% over the past year. The company is forecast to post a net loss per share of US$0.06 next year compared to a net loss per share of US$1.24 last year. Reported Earnings • May 08
Second quarter 2025 earnings: EPS and revenues miss analyst expectations Second quarter 2025 results: US$1.59 loss per share (improved from US$1.83 loss in 2Q 2024). Revenue: US$162.0m (down 5.9% from 2Q 2024). Net loss: US$84.5m (loss narrowed 18% from 2Q 2024). Revenue missed analyst estimates by 1.9%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 10% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 92 percentage points per year, which is a significant difference in performance. Announcement • May 07
Kulicke and Soffa Industries, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal Year Ending June 28, 2025 Kulicke and Soffa Industries, Inc. provided earnings guidance for the third quarter of fiscal year ending June 28, 2025. For the quarter, the company expects net revenue to be approximately $145 million +/- $10 million, GAAP diluted EPS to be approximately $(0.09) +/- 10%. Announcement • Apr 22
Kulicke and Soffa Industries, Inc. to Report Q2, 2025 Results on May 06, 2025 Kulicke and Soffa Industries, Inc. announced that they will report Q2, 2025 results at 4:00 PM, US Eastern Standard Time on May 06, 2025 Declared Dividend • Mar 10
First quarter dividend of US$0.20 announced Shareholders will receive a dividend of US$0.20. Ex-date: 20th March 2025 Payment date: 8th April 2025 Dividend yield will be 2.1%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is not covered by earnings (dividend approximately 13x earnings) nor is it covered by cash flows (124% cash payout ratio). The dividend has increased by an average of 8.0% per year over the past 7 years and payments have been stable during that time. The company's earnings per share (EPS) would need to grow by 1,369% to bring the payout ratio under control. EPS is expected to grow by 67% over the next year, which means the dividend may need to be reduced to reach a sustainable payout ratio. Announcement • Mar 06
Kulicke & Soffa Declares Quarterly Dividend, Payable on April 8, 2025 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has approved a quarterly dividend of $0.205 per share of common stock. The dividend payment will be made on April 8, 2025, to shareholders of record as of March 20, 2024. Reported Earnings • Feb 05
First quarter 2025 earnings: Revenues and EPS in line with analyst expectations First quarter 2025 results: EPS: US$1.52 (up from US$0.16 in 1Q 2024). Revenue: US$166.1m (down 3.0% from 1Q 2024). Net income: US$81.6m (up US$72.3m from 1Q 2024). Profit margin: 49% (up from 5.4% in 1Q 2024). Revenue was in line with analyst estimates. Earnings per share (EPS) were also in line with analyst expectations. Revenue is forecast to grow 12% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 93 percentage points per year, which is a significant difference in performance. Announcement • Feb 05
Kulicke and Soffa Industries, Inc. Provides Earnings Guidance for the Second Fiscal Quarter Ending March 29, 2025 Kulicke and Soffa Industries, Inc. provided earnings guidance for the second fiscal quarter ending March 29, 2025. The company currently expects net revenue in the second quarter of fiscal 2025 ending March 29, 2025 to be approximately $165 million +/- $10 million, GAAP diluted EPS to be approximately $0.03 +/- 10%. Announcement • Jan 25
Kulicke and Soffa Industries, Inc., Annual General Meeting, Mar 05, 2025 Kulicke and Soffa Industries, Inc., Annual General Meeting, Mar 05, 2025. Announcement • Jan 21
Kulicke and Soffa Industries, Inc. to Report Q1, 2025 Results on Feb 04, 2025 Kulicke and Soffa Industries, Inc. announced that they will report Q1, 2025 results at 4:00 PM, US Eastern Standard Time on Feb 04, 2025 Upcoming Dividend • Dec 12
Upcoming dividend of US$0.20 per share Eligible shareholders must have bought the stock before 19 December 2024. Payment date: 07 January 2025. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.6%. Lower than top quartile of American dividend payers (4.3%). Higher than average of industry peers (0.5%). Recent Insider Transactions • Dec 08
President recently sold US$3.9m worth of stock On the 5th of December, Fusen Ernie Chen sold around 80k shares on-market at roughly US$48.29 per share. This transaction amounted to 6.8% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Fusen Ernie's only on-market trade for the last 12 months. Recent Insider Transactions Derivative • Dec 06
President notifies of intention to sell stock Fusen Ernie Chen intends to sell 80k shares in the next 90 days after lodging an Intent To Sell Form on the 5th of December. If the sale is conducted around the recent share price of US$47.50, it would amount to US$3.8m. For the year to September 2018, Fusen Ernie's total compensation was 13% salary and 87% other compensation. This indicates that these sales could comprise a meaningful part of their income for the year. Since December 2023, Fusen Ernie's direct individual holding has increased from 1.12m shares to 1.18m. Company insiders have collectively sold US$9.7m more than they bought, via options and on-market transactions in the last 12 months. Recent Insider Transactions • Nov 22
Insider recently sold US$2.1m worth of stock On the 20th of November, Chan Pin Chong sold around 45k shares on-market at roughly US$46.22 per share. This transaction amounted to 49% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$6.5m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Nov 20
Insider notifies of intention to sell stock Chan Pin Chong intends to sell 45k shares in the next 90 days after lodging an Intent To Sell Form on the 19th of November. If the sale is conducted around the recent share price of US$46.07, it would amount to US$2.1m. Since December 2023, Chan Pin's direct individual holding has increased from 79.35k shares to 91.52k. Company insiders have collectively sold US$4.5m more than they bought, via options and on-market transactions in the last 12 months. Declared Dividend • Nov 17
Fourth quarter dividend increased to US$0.20 Dividend of US$0.20 is 2.5% higher than last year. Ex-date: 19th December 2024 Payment date: 7th January 2025 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (289% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 6 years and payments have been stable during that time. Price Target Changed • Nov 15
Price target decreased by 8.7% to US$50.00 Down from US$54.75, the current price target is an average from 4 analysts. New target price is 8.2% above last closing price of US$46.19. Stock is down 8.8% over the past year. The company is forecast to post earnings per share of US$0.76 next year compared to a net loss per share of US$1.24 last year. Announcement • Nov 14
Kulicke and Soffa Industries, Inc. (NasdaqGS:KLIC) announces an Equity Buyback for $300 million worth of its shares. Kulicke and Soffa Industries, Inc. (NasdaqGS:KLIC) announces a share repurchase program. Under the program, the company will repurchase up to $300 million worth of its common stock. Reported Earnings • Nov 14
Full year 2024 earnings: EPS misses analyst expectations Full year 2024 results: US$1.24 loss per share (down from US$1.01 profit in FY 2023). Revenue: US$706.2m (down 4.9% from FY 2023). Net loss: US$69.0m (down 221% from profit in FY 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 2.5%. Revenue is forecast to grow 12% p.a. on average during the next 2 years, compared to a 19% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 77 percentage points per year, which is a significant difference in performance. Announcement • Oct 30
Kulicke and Soffa Industries, Inc. to Report Q4, 2024 Results on Nov 13, 2024 Kulicke and Soffa Industries, Inc. announced that they will report Q4, 2024 results at 4:00 PM, US Eastern Standard Time on Nov 13, 2024 Upcoming Dividend • Sep 12
Upcoming dividend of US$0.20 per share Eligible shareholders must have bought the stock before 19 September 2024. Payment date: 08 October 2024. The company is not currently making a profit and its cash payout ratio is 81%. Trailing yield: 2.0%. Lower than top quartile of American dividend payers (4.4%). Higher than average of industry peers (0.6%). Declared Dividend • Aug 28
Third quarter dividend of US$0.20 announced Shareholders will receive a dividend of US$0.20. Ex-date: 19th September 2024 Payment date: 8th October 2024 Dividend yield will be 1.9%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. However, the dividend is covered by cash flows (81% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 6 years and payments have been stable during that time. Announcement • Aug 26
Kulicke and Soffa Industries, Inc. Declares Quarterly Dividend, Payable on October 8, 2024 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has declared and authorized a quarterly dividend of $0.20 per share of common stock. This upcoming dividend payment will be made on October 8, 2024 to holders of record as of September 19, 2024. Reported Earnings • Aug 08
Third quarter 2024 earnings: EPS exceeds analyst expectations Third quarter 2024 results: EPS: US$0.22 (up from US$0.074 in 3Q 2023). Revenue: US$181.7m (down 4.9% from 3Q 2023). Net income: US$12.3m (up 195% from 3Q 2023). Profit margin: 6.8% (up from 2.2% in 3Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) surpassed analyst estimates by 7.3%. Revenue is forecast to grow 8.1% p.a. on average during the next 3 years, compared to a 18% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, the company's share price growth rate has exceeded its earnings growth rate by 52 percentage points per year, which is a significant difference in performance. Announcement • Jul 24
Kulicke and Soffa Industries, Inc. to Report Q3, 2024 Results on Aug 07, 2024 Kulicke and Soffa Industries, Inc. announced that they will report Q3, 2024 results at 4:00 PM, Eastern Daylight on Aug 07, 2024 Upcoming Dividend • Jun 13
Upcoming dividend of US$0.20 per share Eligible shareholders must have bought the stock before 20 June 2024. Payment date: 09 July 2024. The company is not currently making a profit and there are not enough cash flows to support it either. Trailing yield: 1.7%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (0.6%). Declared Dividend • May 20
Second quarter dividend of US$0.20 announced Shareholders will receive a dividend of US$0.20. Ex-date: 20th June 2024 Payment date: 9th July 2024 Dividend yield will be 1.7%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is being paid despite the company being loss-making over the last 12 months. The dividend is also not covered by cash flows (158% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 6 years and payments have been stable during that time. Announcement • May 18
Kulicke and Soffa Industries, Inc. Declares Quarterly Dividend, Payable on July 9, 2024 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has declared and authorized a quarterly dividend of $0.20 per share of common stock. This upcoming dividend payment will be made on July 9, 2024 to holders of record as of June 20, 2024. Announcement • May 03
Kulicke and Soffa Industries, Inc. Provides Earnings Guidance for the Third Quarter of Fiscal 2024 Ending June 29, 2024 Kulicke and Soffa Industries, Inc. provided earnings guidance for the third quarter of fiscal 2024 ending June 29, 2024. For the quarter, the company expected net revenue to be approximately $180 million +/- $10 million, GAAP diluted EPS to be approximately $0.17 +/- 10%. Reported Earnings • May 02
Second quarter 2024 earnings: EPS and revenues miss analyst expectations Second quarter 2024 results: US$1.83 loss per share (down from US$0.27 profit in 2Q 2023). Revenue: US$172.1m (flat on 2Q 2023). Net loss: US$102.7m (down US$117.7m from profit in 2Q 2023). Revenue missed analyst estimates by 1.2%. Earnings per share (EPS) were also behind analyst expectations. Revenue is forecast to grow 16% p.a. on average during the next 3 years, compared to a 17% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 43% per year but the company’s share price has only fallen by 2% per year, which means it has not declined as severely as earnings. Announcement • Apr 20
Kulicke and Soffa Industries, Inc. to Report Q2, 2024 Results on May 01, 2024 Kulicke and Soffa Industries, Inc. announced that they will report Q2, 2024 results After-Market on May 01, 2024 Board Change • Apr 01
Insufficient new directors There is 1 new director who has joined the board in the last 3 years. The company's board is composed of: 1 new director. 3 experienced directors. 4 highly experienced directors. Independent Director Denise M. Dignam was the last director to join the board, commencing their role in 2023. The company’s insufficient board refreshment is considered a risk according to the Simply Wall St Risk Model. Declared Dividend • Mar 17
First quarter dividend of US$0.20 announced Shareholders will receive a dividend of US$0.20. Ex-date: 22nd March 2024 Payment date: 9th April 2024 Dividend yield will be 1.6%, which is higher than the industry average of 0.8%. Sustainability & Growth Dividend is covered by earnings (84% earnings payout ratio) but not adequately covered by cash flows (98% cash payout ratio). The dividend has increased by an average of 8.9% per year over the past 6 years and payments have been stable during that time. EPS is expected to grow by 176% over the next 3 years, which should provide support to the dividend and adequate earnings cover. Announcement • Mar 15
Kulicke and Soffa Industries, Inc. Declares Quarterly Dividend, Payable on April 9, 2024 Kulicke and Soffa Industries, Inc. announced that its Board of Directors has declared and authorized a quarterly dividend of $0.20 per share of common stock. This upcoming dividend payment will be made on April 9, 2024 to holders of record as of March 25, 2024. Recent Insider Transactions • Feb 18
Senior VP of Central Engineering & CTO recently sold US$429k worth of stock On the 14th of February, Robert Nestor Chylak sold around 9k shares on-market at roughly US$48.97 per share. This transaction amounted to 27% of their direct individual holding at the time of the trade. In the last 3 months, there was an even bigger sale from another insider worth US$3.1m. Insiders have been net sellers, collectively disposing of US$7.6m more than they bought in the last 12 months. Recent Insider Transactions Derivative • Feb 16
Senior VP of Central Engineering & CTO notifies of intention to sell stock Robert Nestor Chylak intends to sell 9k shares in the next 90 days after lodging an Intent To Sell Form on the 14th of February. If the sale is conducted around the recent share price of US$48.97, it would amount to US$429k. Since September 2023, Robert Nestor's direct individual holding has increased from 19.61k shares to 33.01k. Company insiders have collectively sold US$7.4m more than they bought, via options and on-market transactions in the last 12 months. Reported Earnings • Feb 02
First quarter 2024 earnings: EPS misses analyst expectations First quarter 2024 results: EPS: US$0.16 (down from US$0.26 in 1Q 2023). Revenue: US$171.2m (down 2.9% from 1Q 2023). Net income: US$9.29m (down 36% from 1Q 2023). Profit margin: 5.4% (down from 8.3% in 1Q 2023). Revenue was in line with analyst estimates. Earnings per share (EPS) missed analyst estimates by 15%. Revenue is forecast to grow 15% p.a. on average during the next 3 years, compared to a 16% growth forecast for the Semiconductor industry in the US. Over the last 3 years on average, earnings per share has fallen by 15% per year but the company’s share price has increased by 2% per year, which means it is well ahead of earnings. Announcement • Feb 01
Kulicke and Soffa Industries, Inc. Provides Earnings Guidance for the Second Quarter Ending March 30, 2024 Kulicke and Soffa Industries, Inc. provided earnings guidance for the second quarter ending March 30, 2024. For the quarter, the company expects net revenue to be approximately $170 million +/- $10 million and GAAP diluted EPS to be approximately $0.13 +/- 10%. Announcement • Jan 19
Kulicke and Soffa Industries, Inc. to Report Q1, 2024 Results on Jan 31, 2024 Kulicke and Soffa Industries, Inc. announced that they will report Q1, 2024 results at 4:00 PM, US Eastern Standard Time on Jan 31, 2024 Recent Insider Transactions • Dec 17
Executive VP of Finance & IT and CFO recently sold US$3.1m worth of stock On the 14th of December, Lester A. Wong sold around 55k shares on-market at roughly US$55.51 per share. This transaction amounted to 31% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Lester A. has been a net seller over the last 12 months, reducing personal holdings by US$5.1m. Upcoming Dividend • Dec 13
Upcoming dividend of US$0.20 per share at 1.5% yield Eligible shareholders must have bought the stock before 20 December 2023. Payment date: 09 January 2024. Payout ratio is on the higher end at 75%, however this is supported by cash flows. Trailing yield: 1.5%. Lower than top quartile of American dividend payers (4.8%). Higher than average of industry peers (1.0%). Recent Insider Transactions • Dec 03
VP of Legal Affairs recently sold US$515k worth of stock On the 30th of November, Stephen Ray Drake sold around 10k shares on-market at roughly US$51.52 per share. This transaction amounted to 23% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Insiders have been net sellers, collectively disposing of US$3.6m more than they bought in the last 12 months.