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BE Semiconductor Industries N.V. ADR (BESIY)
:BESIY
Earnings Data
Report Date
Jul 24, 2025TBA Not Confirmed
Period Ending
2025 (Q2)Consensus EPS Forecast
0.58Last Year’s EPS
0.58Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Date:Apr 23, 2025
|% Change Since: 35.04%
|Next Earnings Date:Jul 24, 2025
Earnings Call Sentiment|Neutral
The earnings call presented a mixed picture with strong order growth and strategic investments balanced by decreased net income and challenges in key markets. While there are promising developments in AI and hybrid bonding, the ongoing challenges in mobile and automotive sectors and increased expenses pose concerns.Company Guidance
In the recent call discussing Besi's first quarter results for 2025, the company provided guidance reflecting the complex dynamics of the assembly equipment market. Besi reported that their revenue for Q1 2025 was €144.1 million, a slight decrease of 1.5% compared to the same period last year, primarily due to weaknesses in the mobile and automotive markets. However, they noted a 3.3% increase in orders year-over-year, driven by demand from Asian subcontractors and AI-related data center applications. For Q2 2025, Besi forecasts that revenue will remain flat, with a potential fluctuation of 10%, and gross margins are expected to be between 62% and 64%. Operating expenses are anticipated to decrease by up to 10% compared to Q1, primarily due to reduced consulting costs. The company emphasized the uncertainty surrounding tariffs as a factor impacting the timing of a mainstream market recovery, but expressed optimism about the strong demand for advanced packaging, particularly for AI applications, which is expected to grow significantly in the coming years.Stable Revenue and Strong Cash Flow
Besi reported Q1 2025 revenue of €144.1 million, a slight decrease of 1.5% year-over-year, with strong growth in hybrid bonding and AI-related applications. Cash flow generation remained positive with net cash increasing by 10.8% to €159.4 million.
Increase in Orders
Orders increased by 3.3% compared to Q1 2024 and 8.2% compared to Q4 2024, driven by Asian subcontractors and AI-related data center applications.
Significant Shareholder Returns
Besi repurchased €22.1 million of its shares and shareholders approved a €172.5 million dividend, equivalent to €2.18 per share.
Strategic Investment by Applied Materials
Applied Materials acquired a 9% ownership stake in Besi, reinforcing their collaboration on hybrid bonding technology.
BESIY Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
BESIY Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Apr 23, 2025 | $105.01 | $104.71 | -0.29% |
Feb 20, 2025 | $118.93 | $120.33 | +1.18% |
Oct 24, 2024 | $106.11 | $112.38 | +5.91% |
Jul 25, 2024 | $149.89 | $128.75 | -14.10% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does BE Semiconductor Industries N.V. ADR (BESIY) report earnings?
BE Semiconductor Industries N.V. ADR (BESIY) is schdueled to report earning on Jul 24, 2025, TBA Not Confirmed.
What is BE Semiconductor Industries N.V. ADR (BESIY) earnings time?
BE Semiconductor Industries N.V. ADR (BESIY) earnings time is at Jul 24, 2025, TBA Not Confirmed.
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is BESIY EPS forecast?
BESIY EPS forecast for the fiscal quarter 2025 (Q2) is 0.58.