BE Semiconductor Industries N.V.
CIK ISIN:US0733201034
reports in EUR
BE Semiconductor Industries N.V. reported results (Jul 23, 2026). EPS came in at €1.29 against a €1.30 consensus, missed by 0.8%.
read the full report →BE Semiconductor Industries N.V. (BESIY) reported a modest revenue miss and an EPS beat in Q1 FY2026, with revenue of €216.5 million and EPS of €0.76. The company's guidance for Q2 FY2026 indicates a significant uptick in revenue, driven by strong demand for hybrid bonding and advanced packaging solutions.
read the full report →BE Semiconductor Industries N.V. beat the street on revenue and EPS, but the actionable signal is that orders arrived late enough to mute the near-term guide while still validating a sharper advanced-packaging mix shift. The market is likely pricing the guide as a cap on Q1 momentum; the print argues instead for a backlog conversion setup tied to AI 2.5D, photonics, and hybrid bonding.
read the full report →BE Semiconductor Industries N.V. missed the street revenue bar but beat EPS because the mix and cost line mattered more than shipments in the quarter. The variant view is that investors should underwrite the bookings inflection in 2.5D data center and photonics, not extrapolate the Q3 revenue shortfall, because the company’s own order language and Q4 guide point to a recovery led by advanced packaging while mainstream mobile and automotive remain the drag.
read the full report →| Manager | Move | Position $ | % of book | Δ shares QoQ |
|---|---|---|---|---|
| GAMMA INVESTING LLC | ADD | $31 K | 0.0% | +84 |
| RHUMBLINE ADVISERS | EXIT | $0 | — | -559 |
| SALOMON & LUDWIN, LLC | EXIT | $0 | — | -70 |
| FY | Period End | Revenue | Pretax Inc | Margin | YoY Pretax |
|---|---|---|---|---|---|
| 2025 | 2025-12-31 | $642 M | $167 M | 26.0% | -21.6% |
| 2024 | 2024-12-31 | $657 M | $204 M | 31.0% | -9.2% |
| 2023 | 2023-12-31 | $626 M | $225 M | 35.9% | -24.6% |
| 2022 | 2022-12-31 | $761 M | $290 M | 38.1% | -9.3% |
| 2021 | 2021-12-31 | $887 M | $360 M | 40.6% | + 120.9% |
| 2020 | 2020-12-31 | $495 M | $157 M | 31.7% | + 76.0% |
| 2019 | 2019-12-31 | $399 M | $87 M | 21.9% | -49.6% |
| 2018 | 2018-12-31 | $621 M | $183 M | 29.5% | -22.2% |