KLIC — what changed in the latest 10-Q
A section-by-section comparison of KLIC's newest periodic SEC filing (10-K/10-Q) against the prior same-form filing: paragraphs added and removed per section, with verbatim excerpts. Purely a deterministic text diff — no similarity scores, no directional read, not investment advice.
Comparing 10-Q · 2026-08-06 vs the prior 10-Q · 2026-05-07
| Section | Outcome | Added | Removed | Minor | Unchanged |
|---|---|---|---|---|---|
| MD&A | Text added/removed | +41 | −35 | ~40 | 48 |
| Market risk (Item 3) | Text added/removed | 0 | 0 | ~2 | 2 |
| Controls & procedures | Text added/removed | 0 | 0 | ~2 | 1 |
| Legal proceedings | No paragraph-level changes | 0 | 0 | 0 | 1 |
| Risk factors | No material changes reported (points to the 10-K) | — | — | — | — |
| Other information | Text added/removed | 0 | 0 | ~1 | 0 |
Counts are paragraphs; added/removed means text added or removed vs the prior filing — no direction or judgement implied.
Representative excerpts
Up to 5 excerpts of about 300 characters per section, quoted verbatim from the two SEC filings.
MD&A
Text added vs the prior filing · source: 10-Q · 2026-08-06
Our net revenue for the three and nine months ended July 4, 2026 increased as compared to our net revenue for the three and nine months ended June 28, 2025. For the three months ended July 4, 2026, the increase in net revenue was driven by higher volume across all of our reportable segments and the …
For the nine months ended July 4, 2026, Advanced Solutions net revenue increased by $14.5 million, as compared to the prior year period. This increase was primarily due to an increase in sales volume of approximately $32.0 million in general semiconductor driven by customer technology transitions, p…
For the nine months ended July 4, 2026, net revenue from All Others increased by $2.7 million, as compared to the prior year period. This increase was primarily driven by higher sales volumes in the automotive and industrial end market.
The following tables reflect gross profit margin as a percentage of net revenue by reportable segments for the three and nine months ended July 4, 2026 and June 28, 2025:
For the three and nine months ended July 4, 2026, the Ball Bonding Equipment gross profit margin was generally consistent with the prior year period.
Text removed vs the prior filing · source: 10-Q · 2026-05-07
Our net revenue for the three and six months ended April 4, 2026 increased as compared to our net revenue for the three and six months ended March 29, 2025. The increase in net revenue is primarily due to higher volume in Ball Bonding Equipment and APS and partially offset by the lower volume in Wed…
For the six months ended April 4, 2026, Advanced Solutions net revenue decreased by $4.1 million, as compared to the prior year period. This decrease was primarily due to an approximately $14.5 million decrease in volume of customer purchases in the LED product line, which is reported within the aut…
The following tables reflect gross profit margin as a percentage of net revenue by reportable segments for the three and six months ended April 4, 2026 and March 29, 2025:
For the three and six months ended April 4, 2026, the decrease in Ball Bonding Equipment gross profit margin as compared to the prior year period was primarily due to a less favorable customer mix, including higher sales to customers where we achieve lower average margins. This decrease was partiall…
For the three and six months ended April 4, 2026, the decrease in Wedge Bonding Equipment gross profit margin as compared to the prior year period was primarily due to a less favorable product mix, including higher sales of lower margin products.
How to read Risk Factors (Item 1A) in a 10-Q
A 10-Q risk-factor section usually takes one of three forms; this page classifies it as one of:
- Pointer — the filer states there have been no material changes and points back to the annual 10-K risk factors; there is no own risk text to compare this quarter.
- Partial update — the filer carves out specific updated risks ("except as set forth below"); the excerpts show exactly what is new this quarter.
- Restated in full — the quarter carries the complete risk-factor text. When the prior quarter was only a pointer there is no prior full text to diff against, so the page flags the section as restated instead.
This describes the filing structure only — it is never a judgement on whether risk went up or down.
Source: text-level diff of the two SEC EDGAR filings · deterministic (no AI-generated content) · for reference only · not investment advice