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BE Semiconductor Industries N.V. ADR (BESIY)
:BESIY
Earnings Data
Report Date
Feb 19, 2026Before Open (Confirmed)
Period Ending
2025 (Q4)Consensus EPS Forecast
0.56Last Year’s EPS
0.78Same Quarter Last Year
Based on 0 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
The earnings call highlighted significant increases in bookings and a strong liquidity position, alongside a positive outlook for advanced packaging demand. However, it also noted declines in revenue and net income, and a delayed market recovery. The sentiment is mixed, as the highlights are tempered by notable lowlights.Company Guidance
Significant Increase in Bookings
Besi reported Q3 '25 bookings of EUR 174.7 million, marking a significant increase of 36.5% compared to Q2 '25 and 15.1% compared to Q3 '24.
Improved Order Outlook
The order outlook for the quarter improved due to increased die attach bookings, particularly for 2.5D data center applications and photonics customers, indicating a positive trend for future quarters.
Strong Liquidity Position
Liquidity remained strong with cash and deposits of EUR 518.6 million, increasing EUR 28.4 million or 5.8% versus June 30, 2025, due to cash flow from operations more than doubling.
Completion of Share Buyback Program
Besi completed a EUR 100 million share buyback program and authorized a new EUR 60 million program with an anticipated completion date of October 2026.
Advanced Packaging Demand
There is increased demand for advanced packaging capacity to support the expansion of data centers and next-gen semiconductor devices, with expectations to exceed market growth rates.
Positive Guidance for Q4 '25
For Q4 '25, Besi anticipates revenue to increase by approximately 15% to 25% due to increased bookings levels and gross margins to range between 61% and 63%.
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 |
|---|---|---|---|
Oct 23, 2025 | $160.82 | $167.53 | +4.17% |
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% |
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 Feb 19, 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 Feb 19, 2026, 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 (Q4) is 0.56.