Welcome to our dedicated page for Be Semiconduct news (Ticker: BESIY), a resource for investors and traders seeking the latest updates and insights on Be Semiconduct stock.
BE Semiconductor Industries N.V. reports recurring developments tied to its semiconductor assembly equipment business, including revenue, orders, margins, net income and guidance across assembly market cycles. Company updates frequently discuss demand for advanced packaging technologies such as hybrid bonding, 2.5D and 3D applications, photonics, and AI-related datacenter and computing uses, alongside exposure to mobile, automotive and industrial end markets.
News for BESIY also covers capital allocation and corporate matters, including dividends, share repurchases, convertible note activity, senior notes, R&D spending, shareholder voting matters, governance disclosures and broader capital-structure updates.
BE Semiconductor Industries (OTC: BESIY) reported Q1-26 revenue of €184.9m (+28.3% YoY) and orders of €269.7m (+104.5% YoY). Net income was €51.6m (+63.8% YoY) and net cash was €103.3m. Management expects Q2-26 revenue to grow 30%-40% and gross margin to reach 64%-66%.
Other highlights: gross margin 63.5%, EPS €0.65 basic/diluted, €14.2m repurchased in Q1 and proposed dividend with ex-dividend date April 27, 2026.
Besi (OTC: BESIY) reported Q4-25 revenue of €166.4M (+25.4% QoQ) and net income of €42.8M (+69.2% QoQ). Full-year 2025 revenue was €591.3M (-2.7% YoY) with orders of €685.0M (+16.8% YoY). Gross margin for 2025 was 63.3%. The company proposed a €1.58 per-share dividend (95% payout) and repurchased shares totaling €82.0M in 2025.
Liquidity remained strong with cash and deposits of €543.0M and net cash of €36.0M. Q1-26 revenue is guided to rise 5%-15% vs Q4-25.
BE Semiconductor Industries (OTC: BESIY) reported Q3-25 revenue of €132.7M (down 10.4% vs Q2-25; -15.3% vs Q3-24) and net income of €25.3M (net margin 19.0%). Orders improved to €174.7M (+36.5% vs Q2-25; +15.1% vs Q3-24), driven by Asian subcontractor bookings for 2.5D datacenter and photonics applications.
YTD-25 revenue was €425.0M (-6.4% YoY) with net income €88.8M (-27.6% YoY). Gross margin was 62.2% in Q3 and 63.1% YTD, affected by adverse forex. Cash and deposits were €518.6M at Sept 30, 2025. Besi completed a €100M buyback and launched a new €60M repurchase program; Q4-25 revenue is guided +15–25% vs Q3-25.
BE Semiconductor Industries (OTC: BESIY) reported Q2-25 results with revenue of € 148.1 million (+2.8% QoQ, -2.1% YoY) and net income of € 32.1 million (+1.9% QoQ, -23.4% YoY). The company maintained a strong gross margin of 63.3%, though slightly down from previous periods.
Orders decreased to € 128.0 million (-3.0% QoQ, -30.9% YoY) due to weakness in mainstream computing and mobile applications, partially offset by new TCB Next system orders. Cash position remained strong at € 490.2 million, up 90.6% YoY following the Senior Note offering.
For Q3-25, Besi expects revenue to decline 5-15% QoQ but anticipates significantly higher orders driven by increased demand for hybrid bonding systems and AI-related applications. The company projects Q3-25 gross margin between 60-62%, impacted by USD weakness versus the euro.
BE Semiconductor Industries (BESIY) reported Q1-25 results with revenue of €144.1 million, down 6.1% vs Q4-24 and 1.5% vs Q1-24, primarily due to lower mobile and automotive shipments. Orders increased 8.2% to €131.9 million vs Q4-24, driven by AI-related data center applications.
Net income was €31.5 million, decreasing 46.9% vs Q4-24 and 7.4% vs Q1-24. Gross margin declined to 63.6%, down 0.4 points vs Q4-24. The company received significant hybrid bonding orders from memory producers and Asian foundries for AI applications. Applied Materials announced a 9% ownership position in BESI.
For Q2-25, revenue is expected to be flat (±10%) with gross margins between 62-64%. The company repurchased 187,000 shares at €117.95 per share, totaling €22.1 million under its €100 million share repurchase plan.
BE Semiconductor Industries (BESIY) reported Q4-24 revenue of € 153.4M, down 2.0% vs. Q3-24 and 3.9% vs. Q4-23, with net income of € 59.3M, up 26.7% vs. Q3-24. Full-year 2024 revenue reached € 607.5M, increasing 4.9% vs. 2023, while net income grew 2.8% to € 182.0M.
The company saw contrasting trends between AI and mainstream markets, with AI-related orders representing approximately 50% of total orders in 2024. Hybrid bonding revenue tripled vs. 2023, with customer adoption increasing from 9 to 15. The company maintained strong profitability with gross, operating, and net margins of 65.2%, 32.2%, and 30.0% respectively.
For Q1-25, Besi expects revenue to decrease 0-10% vs. Q4-24, with gross margins ranging between 63-65%. The company proposed a dividend of € 2.18 per share, representing a 95% pay-out ratio.
BE Semiconductor Industries (BESI) reported strong Q3-24 results with revenue of € 156.6 million (+27.0% YoY) and net income of € 46.8 million (+33.7% YoY). Orders reached € 151.8 million (+19.2% YoY) driven by increased hybrid bonding demand. The company's growth was primarily fueled by computing end-user markets for AI applications, though partially offset by weakness in automotive and Chinese markets. Gross margin stood at 64.7%, while net margin improved to 29.9%. Net cash position strengthened to € 110.7 million (+48.8% QoQ). For Q4-24, revenue is expected to remain flat (±10%) due to some hybrid bonding system shipment delays.
BE Semiconductor Industries N.V. (Besi) announced Q2-24 results. Revenue was €151.2 million, up 3.3% from Q1-24 but down 7.0% year-over-year due to weakness in smartphone markets. Net income increased 23.2% from Q1-24 to €41.9 million but decreased 20.3% year-over-year. Orders rose significantly to €185.2 million, a 64.5% increase year-over-year due to growth in hybrid bonding and AI-related applications. Gross margin decreased to 65.0% mainly due to product mix. For H1-24, revenue was €297.5 million, up 0.5% year-over-year. However, net income declined by 12.9% to €75.9 million due to higher R&D expenses and share-based compensation. Besi's net cash stood at €74.4 million, reflecting dividends and convertible note conversions. The outlook for Q3-24 is flat revenue with gross margins between 64-66%. The company also completed a €350 million Senior Note offering to fund future growth.
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