BE Semiconductor Industries N.V. ADR (BESIY)
OTHER OTC:BESIY
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Earnings Data
Report Date
Jul 23, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
1.25Last Year’s EPS
0.47Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call communicates a strongly positive operational and commercial momentum: sizable revenue and order growth, expanding margins and cash generation, accelerating hybrid bonding adoption across logic, memory (HBM), photonics and mobile markets, active capacity expansion, and supportive guidance for Q2 and H1. Notable risks include ongoing qualification and yield proof points for HBM, input-cost inflation, operational ramp execution, regulatory constraints for China sales, and lead-time/backlog digestion considerations. Overall, positives (strong financials, product adoption, guidance, balance sheet strength) materially outweigh the identified risks.Company Guidance
Strong Revenue Growth
Q1 2026 revenue of EUR 184.9 million, up 28.3% versus Q1 2025 driven by higher shipments for high-end mobile and 2.5D AI photonics and data center applications.
Record Orders and Hybrid Bonding Momentum
Q1 2026 orders of EUR 269.7 million — more than doubled year-over-year versus Q1 2025 and rose 7.7% versus Q4 2025. Unit orders for hybrid bonding more than doubled versus Q4 2025 and exceeded the prior quarterly peak (Q2 2024); hybrid bonding customer count increased to 20.
Improved Profitability and Margins
Net income rose 63.8% versus Q1 2025 and 20.6% versus Q4 2025. Net margin expanded to 27.9% from 21.9% in Q1 2025. Gross margin was 63.5% in Q1 2026, with management expecting gross margins of 64%–66% in Q2 2026.
Strong Cash Generation and Balance Sheet Improvement
Net cash grew to EUR 103.3 million, up 186.9% versus Q4 2025. Cash flow from operations was EUR 93 million in Q1 2026 — more than double the comparable prior-year period.
Active Capital Allocation
Share repurchases of approximately EUR 14.2 million in Q1 2026 (EUR 25.5 million total repurchased under a EUR 60 million program) demonstrating return-of-capital activity alongside growth investments.
Positive Forward Guidance
Management guided Q2 2026 revenue growth of 30%–40% versus Q1 2026 and H1 2026 revenue expected to increase ~49% versus H1 2025 (midpoint assumption). Anticipated significant net income and margin expansion in Q2 and H1 2026.
Product Adoption and Customer Wins
Shipments of evaluation tools: 2 evaluation tools shipped to a second memory customer (now 3 memory customers evaluating HBM hybrid bonding). TC Next adoption increased to 6 customers. Notable adoption signals from logic and memory customers and public confirmations (e.g., Apple M5, AMD, Broadcom, Samsung disclosures).
Capacity Expansion and Operational Readiness
Theoretical hybrid bonder production capacity discussed: ~15 bonders/month (~180/year) expandable to ~250/year with increased floor space and operational adjustments. Lead time for current models cited around 6 months for 100 nm-class systems. Plans to add Vietnamese mainstream assembly capacity and free up Malaysia for wafer-level assembly; increased service presence in Taiwan and Korea.
Service Revenue Upside
Service revenues historically ~15% of group revenue; management expects service intensity to rise toward ~18%–20% (front-end-like levels) as hybrid bonding installed base and high-touch support needs increase. Service described as a margin tailwind.
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, 2026 | $272.22 | $283.17 | +4.02% |
Feb 19, 2026 | $221.07 | $203.49 | -7.95% |
Oct 23, 2025 | $160.82 | $167.53 | +4.17% |
Jul 24, 2025 | $145.09 | $149.44 | +2.99% |
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 23, 2026, Before Open (Confirmed).
What is BE Semiconductor Industries N.V. ADR (BESIY) earnings time?
BE Semiconductor Industries N.V. ADR (BESIY) earnings time is at Jul 23, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
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What companies are reporting earnings today?
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What is BESIY EPS forecast?
BESIY EPS forecast for the fiscal quarter 2026 (Q2) is 1.25.