The earnings call reflected a mixed performance for Besi, with strong liquidity and growth in advanced packaging segments offset by challenges in mainstream markets and anticipated short-term revenue declines. The company shows potential for future growth driven by AI and data center applications, despite current market uncertainties.

Company Guidance

During the Besi conference call discussing the 2025 second quarter results, the company provided guidance for the upcoming periods. They anticipate a revenue decline of approximately 5% to 15% in the third quarter compared to the second quarter of 2025, influenced by the current order book. However, an increase in orders is expected due to heightened demand for hybrid bonding and 2.5D advanced packaging applications. Gross margins are projected to decrease to a range of 60% to 62%, primarily due to a 12% decline in the US dollar's value against the euro in the first half of 2025. Operating expenses are expected to remain flat, within a plus or minus 5% range, despite increased R&D spending. The company also highlighted an improvement in the business outlook for the second half of 2025 based on recent customer feedback and order trends, particularly in AI and data center logic and memory applications.

Sequential Revenue and Operating Income Growth

Besi's Q2 '25 revenue and operating income grew sequentially by 2.8% and 10.7% respectively, driven by increased shipments to Asian subcontractors for AI-related data center applications and a 4.3% decrease in sequential operating expenses.

Strong Liquidity Position

Liquidity remains strong with cash and deposits at EUR 490.2 million at the end of June 2025, increasing by 90.6% versus June 30, '24.

Expected Growth in Hybrid Bonding Systems

Orders for hybrid bonding systems are expected to increase significantly in the second half '25 versus both first half '25 and second half '24, driven by advancements in AI and data center applications.

Improved Market Outlook

The outlook for Besi's business in the second half of 2025 has improved based on customer feedback and order trends, with expanded CapEx budgets for AI infrastructure confirmed by leading industry players.

BE Semiconductor (BESIY) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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BESIY Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 23, 2025	2025 (Q3)	0.52 / -	0.637	―	―	―
Jul 24, 2025	2025 (Q2)	0.54 / 0.47	0.575	-18.09% (-0.10)
Apr 23, 2025	2025 (Q1)	0.50 / 0.45	0.471	-3.61% (-0.02)
Feb 20, 2025	2024 (Q4)	0.65 / 0.78	0.735	5.44% (+0.04)
Oct 24, 2024	2024 (Q3)	0.60 / 0.64	0.474	34.39% (+0.16)
Jul 25, 2024	2024 (Q2)	0.60 / 0.57	0.725	-20.69% (-0.15)
Apr 25, 2024	2024 (Q1)	0.51 / 0.47	0.486	-3.09% (-0.02)
Feb 22, 2024	2023 (Q4)	0.66 / 0.73	0.531	38.42% (+0.20)
Oct 26, 2023	2023 (Q3)	0.48 / 0.47	0.679	-30.19% (-0.21)
Jul 27, 2023	2023 (Q2)	0.66 / 0.72	0.917	-20.94% (-0.19)

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
Jul 24, 2025	$145.09	$149.44	+3.00%
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%

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 (BESIY) report earnings?

BE Semiconductor (BESIY) is schdueled to report earning on Oct 23, 2025, Before Open (Confirmed).

What is BE Semiconductor (BESIY) earnings time?

BE Semiconductor (BESIY) earnings time is at Oct 23, 2025, Before Open (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 (Q3) is 0.52.

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