Suss Microtec (DE:SMHN)
XETRA:SMHN
Earnings Data
Report Date
May 07, 2026TBA (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
―Last Year’s EPS
0.78Same Quarter Last Year
Moderate Buy
Based on 6 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Neutral
Balanced/Neutral: The call highlighted a number of important positives — record FY2025 revenue, strong Q4 order intake and continued Q1'26 momentum, successful commissioning of the new Taiwan facility, segment-level growth (notably imaging/coating and photomask revenue and margins), and strengthened liquidity through a syndicated loan. However, meaningful near-term headwinds remain: FY2026 guidance implies lower revenue and EBIT margins, FY2025 profitability was pressured in H2 due to mix and relocation costs, cash and net profit are down versus 2024, and Chinese demand weakness affected order intake and prepayments. Management is intentionally investing in R&D and new product launches to drive medium-term growth and margin recovery, making 2026 a transition year. Given the mix of clear operational/strategic achievements and material near-term financial pressures and uncertainty, the sentiment is balanced.Company Guidance
Record Revenue and Multi-Year Growth
Revenue reached EUR 503.0 million in FY2025 (first time > EUR 0.5 billion), representing double-digit growth and an increase of approximately EUR 200 million versus ~EUR 300 million two years ago.
Strong Q4 Order Intake and Stabilizing Demand
Order intake for FY2025 totaled EUR 354.0 million with a particularly strong Q4 intake of EUR 117.5 million (book-to-bill ~1). Management reported that the positive momentum continued into Q1 2026 and Q1 order intake was above Q4.
Segment Growth: Advanced Backend and Photomask Revenue Increases
Advanced Backend Solutions revenue grew ~10.7% to around EUR 350 million; Photomask Solutions revenue grew 17.3% to over EUR 150 million. Imaging and Coating Systems each posted >50% year-on-year growth.
Margin Improvement in Photomask Solutions
Photomask Solutions achieved a ~5 percentage point increase in gross profit margin and an ~8 percentage point increase in EBIT margin, driven by higher sales volume, improved product/customer mix and reduced backlog.
Operational Milestone: Zhubei (Taiwan) Production Facility Online
New production facility in Zhubei is fully operational; relocation completed, first tool produced in Zhubei (Feb), ~10 tools built there in Q1 2026. Q1'26 expected to be the last quarter with material P&L impact from site implementation.
Improved Balance Sheet Metrics & Liquidity Measures
Equity increased by EUR 32.5 million with an equity ratio of 62.2% (improvement of 5.6 percentage points). New syndicated loan expanded financial flexibility to EUR 115 million (EUR 85m RCF + EUR 30m guarantees, 5-year term).
Continued Investment in R&D and Product Roadmap
Management committed to maintain/increase R&D spend despite weaker near-term revenue to secure launches: three Photomask products and a new panel-capable EUV projection scanner planned for 2026 launches, with next-gen wafer version in 2027.
Positive Cash Flow in Q4 and Free Cash Flow from Continuing Ops
Q4 2025 was cash flow positive at EUR 5.6 million. Free cash flow from continuing operations reported at ~EUR 22.6 million (disclosure in call noted EUR 20.6m with bracketed EUR 22.6m).
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 |
|---|---|---|---|
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% |
May 08, 2025 | €34.21 | €33.56 | -1.91% |
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 Suss Microtec (DE:SMHN) report earnings?
Suss Microtec (DE:SMHN) is schdueled to report earning on May 07, 2026, TBA (Confirmed).
What is Suss Microtec (DE:SMHN) earnings time?
Suss Microtec (DE:SMHN) earnings time is at May 07, 2026, TBA (Confirmed).
Where can I see when companies are reporting earnings?
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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?
Currently, no data Available