Loading…
Makes wire-bonding and advanced-packaging machines that connect chips to their packages.
Makes wire-bonding and advanced-packaging machines that connect chips to their packages.
Sells wire-bonding machines in cycles tied to chip-packaging capacity, and adds steadier income from the consumable bonding tools that wear out in each machine and from spare parts. Based in Singapore though listed in the US, it is selling more machines for stacking chips together for AI.
Moat: narrow (installed base, process know-how, customer qualification). Large installed base of bonders and process know-how, but competes closely with ASMPT and Besi.
Headquarters: Singapore · Founded: 1951 · Employees: 2,592
Size Kulicke and Soffa Industries, I (KLIC) is a United States Information Technology company (Industrial Machinery) with a market value of $3.35B, the 1473rd largest of 3,117 United States companies the cockpit tracks. Shares closed at $64.01 on 6 Nov 2026.
Performance Over six months the shares fell 37.5%, against -33.2% for the median peer and -1.1% for the United States market (cap-weighted) — 8th highest of 15 in its peer set.
Growth Revenue grew 44.4% over the last twelve months (peer median +3.4%); the operating margin is 13.1% (peer median 16.2%).
Valuation It trades at 10.9× forward earnings against a peer median of 14.2× (4th cheapest of 14).
Price implies For today's price to make sense, revenue must grow about 24% a year for seven years (Req g). Recent delivered growth is +1%, so the hurdle is +23 pp: the price needs faster growth than the company has been delivering — of companies that just grew 25–50% a year, 93.8% slowed down over the next four years.
Capital Return on invested capital runs 9.6 points above its cost of capital (13.0% WACC).
Short interest Short interest is 4.4% of the free float (15 Oct 2026).
Next results Next results expected around 18 Nov 2026 (exchange calendar; dates can move).
| TTM | FY2025 | FY2024 | FY2023 | FY2022 | |
|---|---|---|---|---|---|
| Revenue | $950M | $654M | $706M | $742M | $1.50B |
| Revenue growth | — | -7% | -5% | -51% | — |
| Gross profit | $458M | $275M | $321M | $353M | $743M |
| EBITDA | $140M | -$16.5M | -$19.9M | $89.5M | $494M |
| Net income | $116M | $213,000 | -$69.0M | $57.1M | $434M |
| Free cash flow | $40.0M | $96.4M | $14.9M | $129M | $367M |
| Capital expenditure | $14.0M | $17.2M | $16.1M | $44.4M | $23.0M |
| Total debt | $38.1M | $38.5M | $41.0M | $48.4M | $41.7M |
The default views of Competitor Analysis ▸ Charts, drawn from the same data. Open them in the cockpit to change the axes, pin companies and read every value.
| Company | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g |
|---|---|---|---|---|---|---|
| Kulicke and Soffa Industries, I KLIC | $3.35B | -38% | +44% | 13% | 10.9× | 24.4% |
| Asmpt 0522.HK | $5.02B | -47% | +21% | 9% | 20.4× | 12.1% |
| HANMISemi 042700.KS | $11.3B | -56% | -20% | 42% | 54.4× | 41.7% |
| Shibaura Mechatronics 6590.T | $1.03B | -51% | +1% | 16% | 10.3× | n/a |
Peer set: Industry: the same industry and sector in any market, nearest in size. This is the same default set the interactive Competitor Analysis opens with.
| Measure | KLIC | Peer median | Rank in peer set |
|---|---|---|---|
| 1-month return | -29.6% | -38.0% | 7th highest of 15 |
| 6-month return | -37.5% | -33.2% | 8th highest of 15 |
| Distance from 52-week high | -52.9% | -58.9% | 6th highest of 15 |
| Revenue growth (TTM) | +44.4% | +3.4% | highest of 15 |
| Operating margin | 13.1% | 16.2% | 6th lowest of 14 |
| Forward P/E | 10.9× | 14.2× | 4th cheapest of 14 |
| Growth the price implies (Req g, 7 yrs) | 24.4% | 17.6% | 3rd most demanding of 9 |
| Growth delivered (Del g) | +1.0% | +11.5% | 2nd lowest of 9 |
| Hurdle (Req g minus delivered) | +23.4 pp | +13.8 pp | 2nd most demanding of 9 |
| ROIC minus cost of capital | +9.6 pp | -4.2 pp | 5th highest of 15 |
| EV / EBITDA | 20.5× | 15.3× | 5th most expensive of 14 |
| Net debt / EBITDA | -3.4× | -0.3× | 2nd least indebted of 14 |
| Company | Market | Market cap | 6M return | Revenue growth | Op. margin | Forward P/E | Req g | Delivered g |
|---|---|---|---|---|---|---|---|---|
| Kulicke and Soffa Industries, I KLIC | United States | $3.35B | -38% | +44% | 13% | 10.9× | 24.4% | +1.0% |
| Crane NXT CXT | United States | $3.31B | +27% | +17% | 16% | 12.6× | 7.8% | -9.7% |
| ACM Research ACMR | United States | $3.11B | -25% | +27% | 13% | 16.0× | n/a | n/a |
| Axcelis Technologies ACLS | United States | $3.06B | -39% | -3% | 10% | 17.8× | 31.2% | +12.1% |
| Sumco 3436.T | Japan | $3.96B | -28% | +4% | -4% | n/a | n/a | n/a |
| GPGI GPGI | United States | $4.12B | +2% | -100% | n/a | 14.2× | n/a | n/a |
| EO Technics 039030.KS | South Korea | $2.53B | -39% | +26% | 25% | 29.9× | 18.0% | +3.2% |
| Badger Meter BMI | United States | $4.52B | +33% | -2% | 19% | 32.5× | 10.9% | +16.6% |
| Ultra Clean UCTT | United States | $1.97B | -53% | +16% | 4% | 7.2× | n/a | n/a |
| Omron 6645.T | Japan | $5.79B | -17% | -2% | 9% | 16.7× | 11.7% | +3.2% |
| Screen 7735.T | Japan | $9.20B | -24% | +3% | 20% | 12.4× | 17.3% | +13.6% |
| Ichor ICHR | United States | $1.16B | -58% | +15% | 3% | 9.9× | n/a | n/a |
| Shibaura Mechatronics 6590.T | Japan | $1.03B | -51% | +1% | 16% | 10.3× | n/a | n/a |
| HANMISemi 042700.KS | South Korea | $11.3B | -56% | -20% | 42% | 54.4× | 41.7% | +17.5% |
| MKS MKSI | United States | $13.0B | -39% | +16% | 17% | 11.5× | 24.0% | +11.0% |