Suss Microtec (DE:SMHN)
XETRA:SMHN
Want to see DE:SMHN full AI Analyst Report?
Earnings Data
Report Date
Aug 06, 2026TBA (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
0.41Last Year’s EPS
0.82Same Quarter Last Year
Moderate Buy
Based on 7 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveys cautious optimism: operationally and financially the company demonstrated clear strengths (record order intake, high book-to-bill, stronger cash generation, and gross margin within guidance) and improved order visibility into 2026/2027. However, Q1 revenue and EBIT were weak due to timing and an unfavorable product mix (notably a large YoY decline in bonding), and the company still needs additional orders and favorable timing to fully secure the year's revenue targets. Management confirmed guidance and emphasized that 2026 is a transition year with expected sequential improvement, so the tone is positive but guarded.Company Guidance
Record Order Intake and Strong Momentum
Order intake reached a record EUR 149.3 million in Q1 2026 (previous record EUR 147.5 million in Q4 2024). Book-to-bill ratio was an elevated 1.73, and management reports continued strong order momentum into Q2 with the potential for Q2 to exceed Q1.
Improved Order Book Visibility
Order book stood at EUR 330.1 million at end-Q1, with tool orders of EUR 300 million and management's line of sight that roughly EUR 255 million of tool orders will convert to sales in 2026 (EUR 45 million of tool orders scheduled beyond 2026).
Solid Cash Generation and Liquidity
Cash and cash equivalents increased strongly to EUR 120.9 million (up ~EUR 20.2 million vs year-end 2025) and free cash flow improved to EUR 23.2 million in Q1, a strong sequential and year-on-year improvement.
Gross Margin in Guidance Corridor
Reported gross margin was 36.1% in Q1 2026, within the company's guidance corridor of 35%–37% for fiscal 2026.
Photomask Solutions: Order and Profit Recovery
Photomask Solutions posted ~EUR 50 million of order intake (solid improvement vs Q1 2025, near second-highest quarterly level), about one-third from China. Segment gross profit totaled EUR 13.3 million, OpEx ~EUR 6 million, producing EBIT of ~EUR 7 million and an EBIT margin of 23.1%.
R&D Investment to Support Roadmap
R&D expenses increased by 12.5% quarter-on-quarter (+EUR 1.4 million) to EUR 12.2 million, reflecting deliberate investment in product development and future launches (mid-end cleaner, MaskTrack Smart, GreenTech, next-gen UV panel scanner).
DE:SMHN 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
DE:SMHN Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 07, 2026 | €81.45 | €88.50 | +8.66% |
Mar 30, 2026 | €52.15 | €48.88 | -6.27% |
Nov 06, 2025 | €26.66 | €30.10 | +12.90% |
Aug 07, 2025 | €31.52 | €30.96 | -1.78% |
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 Suss Microtec (DE:SMHN) report earnings?
Suss Microtec (DE:SMHN) is schdueled to report earning on Aug 06, 2026, TBA (Confirmed).
What is Suss Microtec (DE:SMHN) earnings time?
Suss Microtec (DE:SMHN) earnings time is at Aug 06, 2026, TBA (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 the P/E ratio of Suss Microtec stock?
The P/E ratio of Suss Microtec is N/A.
What is DE:SMHN EPS forecast?
DE:SMHN EPS forecast for the fiscal quarter 2026 (Q2) is 0.41.