View ValuationBE Semiconductor Industries 将来の成長Future 基準チェック /66BE Semiconductor Industries利益と収益がそれぞれ年間30%と22.9%増加すると予測されています。EPS は年間 増加すると予想されています。自己資本利益率は 3 年後に66% 30%なると予測されています。主要情報30.0%収益成長率30.01%EPS成長率Semiconductor 収益成長0%収益成長率22.9%将来の株主資本利益率65.99%アナリストカバレッジGood最終更新日07 Jul 2026今後の成長に関する最新情報お知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE Semiconductor Industries N.V. provided earnings guidance for the second quarter 2026. For the period, the company revenue expected to increase 30%-40% vs. the €184.9 million reported in First Quarter 2026, as revenue and order momentum continue versus the prior year period. Company anticipated a significant expansion of second quarter 2026 net income and profit margins relative to First quarter 2026 and second quarter 2025.お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2025. For the quarter, the company expected revenue is expected to decline 5%-15% vs. the €148.1 million reported in second quarter of 2025. Orders are expected to increase significantly vs. second quarter of 2025 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications.お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE Semiconductor Industries N.V. provided earnings Guidance. For the period, the company expects Revenue to be flat (plus or minus 10%) vs. €144.1 million reported in First Quarter 2025.お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the fourth quarter of 2024. Revenue expected to be flat plus or minus 10% vs. the €156.6 million reported in third quarter-2024 partially due to shipment delays by a customer for certain hybrid bonding systems scheduled for delivery in fourth quarter-2024.お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2024. For the quarter, revenue expected to be flat (plus or minus 5%) vs. €151.2 million reported in second quarter of 2024.すべての更新を表示Recent updatesお知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE Semiconductor Industries N.V. provided earnings guidance for the second quarter 2026. For the period, the company revenue expected to increase 30%-40% vs. the €184.9 million reported in First Quarter 2026, as revenue and order momentum continue versus the prior year period. Company anticipated a significant expansion of second quarter 2026 net income and profit margins relative to First quarter 2026 and second quarter 2025.お知らせ • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.お知らせ • Oct 24BE Semiconductor Industries N.V. (ENXTAM:BESI) announces an Equity Buyback for 8,100,000 shares, representing 10% for €60 million.BE Semiconductor Industries N.V. (ENXTAM:BESI) announces a share repurchase program. Under the program, the company will repurchase up to 8,100,000 shares, representing 10% of its issued share capital, for a total of €60 million. The purpose of the buyback is capital reduction and to help offset dilution related to the company’s convertible notes and shares issued under the employee stock plans. The program will be funded using the company’s available cash resources. The plan will be valid till October 23, 2026.お知らせ • Oct 23+ 2 more updatesBE Semiconductor Industries N.V. to Report Q4, 2025 Results on Feb 19, 2026BE Semiconductor Industries N.V. announced that they will report Q4, 2025 results on Feb 19, 2026お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2025. For the quarter, the company expected revenue is expected to decline 5%-15% vs. the €148.1 million reported in second quarter of 2025. Orders are expected to increase significantly vs. second quarter of 2025 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications.お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE Semiconductor Industries N.V. provided earnings Guidance. For the period, the company expects Revenue to be flat (plus or minus 10%) vs. €144.1 million reported in First Quarter 2025.Buy Or Sell Opportunity • Feb 25Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €115. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.お知らせ • Feb 21BE Semiconductor Industries N.V. announces Annual dividend, payable on May 02, 2025BE Semiconductor Industries N.V. announced Annual dividend of EUR 2.1800 per share payable on May 02, 2025, ex-date on April 25, 2025 and record date on April 28, 2025.Reported Earnings • Feb 21Full year 2024 earnings released: EPS: €2.31 (vs €2.29 in FY 2023)Full year 2024 results: EPS: €2.31 (up from €2.29 in FY 2023). Revenue: €607.5m (up 4.9% from FY 2023). Net income: €182.0m (up 2.8% from FY 2023). Profit margin: 30% (in line with FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.お知らせ • Feb 21BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025.お知らせ • Feb 20+ 1 more updateBE Semiconductor Industries N.V. to Report Q2, 2025 Results on Jul 24, 2025BE Semiconductor Industries N.V. announced that they will report Q2, 2025 results on Jul 24, 2025Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €123, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €132 per share.Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €149, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: €0.59 (vs €0.45 in 3Q 2023)Third quarter 2024 results: EPS: €0.59 (up from €0.45 in 3Q 2023). Revenue: €156.6m (up 27% from 3Q 2023). Net income: €46.8m (up 34% from 3Q 2023). Profit margin: 30% (up from 28% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the fourth quarter of 2024. Revenue expected to be flat plus or minus 10% vs. the €156.6 million reported in third quarter-2024 partially due to shipment delays by a customer for certain hybrid bonding systems scheduled for delivery in fourth quarter-2024.お知らせ • Oct 24+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2025 Results on Apr 23, 2025BE Semiconductor Industries N.V. announced that they will report Q1, 2025 results on Apr 23, 2025Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €118, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €66.53 per share.Reported Earnings • Jul 27Second quarter 2024 earnings released: EPS: €0.53 (vs €0.68 in 2Q 2023)Second quarter 2024 results: EPS: €0.53 (down from €0.68 in 2Q 2023). Revenue: €151.2m (down 7.0% from 2Q 2023). Net income: €41.9m (down 20% from 2Q 2023). Profit margin: 28% (down from 32% in 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe.お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2024. For the quarter, revenue expected to be flat (plus or minus 5%) vs. €151.2 million reported in second quarter of 2024.お知らせ • Feb 22+ 3 more updatesBE Semiconductor Industries N.V. to Report Q2, 2024 Results on Jul 25, 2024BE Semiconductor Industries N.V. announced that they will report Q2, 2024 results on Jul 25, 2024お知らせ • Oct 28BE Semiconductor Industries N.V. (ENXTAM:BESI) announces an Equity Buyback for 8,100,000 shares, representing 10% for €60 million.BE Semiconductor Industries N.V. (ENXTAM:BESI) announces a share repurchase program. Under the program, the company will repurchase up to 8,100,000 shares, representing 10% of its issued share capital, for a total of €60 million. The purpose of the buyback is capital reduction and to help offset dilution related to the company’s convertible notes and shares issued under the employee stock plans. The program will be funded using the company’s available cash resources. The plan will be valid till October 26, 2024.お知らせ • Oct 27+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2024 Results on Apr 25, 2024BE Semiconductor Industries N.V. announced that they will report Q1, 2024 results on Apr 25, 2024お知らせ • Jul 28Be Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2023BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects Revenue will decrease by approximately 20-30% vs. the €162.5 million reported in Q2-23 due to seasonal trends and ongoing market weakness.Recent Insider Transactions • May 12Chairman of Management Board recently sold €8.5m worth of stockOn the 10th of May, Richard Blickman sold around 100k shares on-market at roughly €85.24 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by €16m.Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: €0.44 (vs €0.87 in 1Q 2022)First quarter 2023 results: EPS: €0.44 (down from €0.87 in 1Q 2022). Revenue: €133.4m (down 34% from 1Q 2022). Net income: €34.5m (down 49% from 1Q 2022). Profit margin: 26% (down from 33% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.Recent Insider Transactions • Mar 01Chairman of Management Board recently sold €7.6m worth of stockOn the 23rd of February, Richard Blickman sold around 100k shares on-market at roughly €75.60 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.Reported Earnings • Feb 23Full year 2022 earnings released: EPS: €3.03 (vs €3.70 in FY 2021)Full year 2022 results: EPS: €3.03 (down from €3.70 in FY 2021). Revenue: €722.9m (down 3.5% from FY 2021). Net income: €240.6m (down 15% from FY 2021). Profit margin: 33% (down from 38% in FY 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.お知らせ • Dec 10BE Semiconductor Industries N.V. to Report Q3, 2023 Results on Oct 26, 2023BE Semiconductor Industries N.V. announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023お知らせ • Dec 03BE Semiconductor Industries N.V. to Report Q2, 2023 Results on Jul 27, 2023BE Semiconductor Industries N.V. announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023お知らせ • Dec 02BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023, at 10:30 Central European Standard Time.お知らせ • Nov 25BE Semiconductor Industries N.V. to Report Q1, 2023 Results on Apr 26, 2023BE Semiconductor Industries N.V. announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 26, 2023お知らせ • Nov 18BE Semiconductor Industries N.V. to Report Q4, 2022 Results on Feb 22, 2023BE Semiconductor Industries N.V. announced that they will report Q4, 2022 results at 7:00 AM, Central European Standard Time on Feb 22, 2023業績と収益の成長予測BUL:BSI - アナリストの将来予測と過去の財務データ ( )EUR Millions日付収益収益フリー・キャッシュフロー営業活動によるキャッシュ平均アナリスト数12/31/20281,6126656446921912/31/20271,3094944264702212/31/2026955314308359203/31/2026632152187227N/A12/31/2025591132136178N/A9/30/2025578148153194N/A6/30/2025602170166206N/A3/31/2025605180156185N/A12/31/2024607182170201N/A9/30/2024614178158191N/A6/30/2024580166151184N/A3/31/2024592177176207N/A12/31/2023579177181209N/A9/30/2023557162213242N/A6/30/2023602185260289N/A3/31/2023654208260288N/A12/31/2022723241243272N/A9/30/2022757268258287N/A6/30/2022796295245273N/A3/31/2022809312269297N/A12/31/2021749282250278N/A9/30/2021687260200228N/A6/30/2021587210164190N/A3/31/2021485156137162N/A12/31/2020434132140162N/A9/30/2020416121127147N/A6/30/2020398107106124N/A3/31/2020366868299N/A12/31/201935681N/A120N/A9/30/201935670N/A140N/A6/30/201938380N/A167N/A3/31/2019452109N/A177N/A12/31/2018525136N/A184N/A9/30/2018586157N/A205N/A6/30/2018629181N/A182N/A3/31/2018637186N/A205N/A12/31/2017593173N/A168N/A9/30/2017533146N/A124N/A6/30/2017468110N/A112N/A3/31/201740781N/A97N/A12/31/201637565N/A99N/A9/30/201636058N/A98N/A6/30/201633848N/A88N/A3/31/201633339N/A91N/A12/31/201534949N/A87N/A9/30/201536059N/A91N/Aもっと見るアナリストによる今後の成長予測収入対貯蓄率: BSIの予測収益成長率 (年間30% ) は 貯蓄率 ( 3.5% ) を上回っています。収益対市場: BSIの収益 ( 30% ) はBG市場 ( 12.3% ) よりも速いペースで成長すると予測されています。高成長収益: BSIの収益は今後 3 年間で 大幅に 増加すると予想されています。収益対市場: BSIの収益 ( 22.9% ) BG市場 ( 5.5% ) よりも速いペースで成長すると予測されています。高い収益成長: BSIの収益 ( 22.9% ) 20%よりも速いペースで成長すると予測されています。一株当たり利益成長率予想将来の株主資本利益率将来のROE: BSIの 自己資本利益率 は、3年後には非常に高くなると予測されています ( 66 %)。成長企業の発掘7D1Y7D1Y7D1YSemiconductors 業界の高成長企業。View Past Performance企業分析と財務データの現状データ最終更新日(UTC時間)企業分析2026/07/13 05:08終値2026/07/03 00:00収益2026/03/31年間収益2025/12/31データソース企業分析に使用したデータはS&P Global Market Intelligence LLC のものです。本レポートを作成するための分析モデルでは、以下のデータを使用しています。データは正規化されているため、ソースが利用可能になるまでに時間がかかる場合があります。パッケージデータタイムフレーム米国ソース例会社財務10年損益計算書キャッシュ・フロー計算書貸借対照表SECフォーム10-KSECフォーム10-Qアナリストのコンセンサス予想+プラス3年予想財務アナリストの目標株価アナリストリサーチレポートBlue Matrix市場価格30年株価配当、分割、措置ICEマーケットデータSECフォームS-1所有権10年トップ株主インサイダー取引SECフォーム4SECフォーム13Dマネジメント10年リーダーシップ・チーム取締役会SECフォーム10-KSECフォームDEF 14A主な進展10年会社からのお知らせSECフォーム8-K* 米国証券を対象とした例であり、非米国証券については、同等の規制書式および情報源を使用。特に断りのない限り、すべての財務データは1年ごとの期間に基づいていますが、四半期ごとに更新されます。これは、TTM(Trailing Twelve Month)またはLTM(Last Twelve Month)データとして知られています。詳細はこちら。分析モデルとスノーフレークこのレポートを生成するために使用した分析モデルの詳細は、当社のGitHubページでご覧いただけます。また、レポートの活用方法に関するガイドやYouTubeのチュートリアルも用意しています。シンプリー・ウォールストリート分析モデルを設計・構築した世界トップクラスのチームについてご紹介します。業界およびセクターの指標私たちの業界とセクションの指標は、Simply Wall Stによって6時間ごとに計算されます。アナリスト筋BE Semiconductor Industries N.V. 22 これらのアナリストのうち、弊社レポートのインプットとして使用した売上高または利益の予想を提出したのは、 。アナリストの投稿は一日中更新されます。32 アナリスト機関James FontanelliArete Research Services LLPSimon Alexander ColesBarclaysTrion ReidBerenberg29 その他のアナリストを表示
お知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE Semiconductor Industries N.V. provided earnings guidance for the second quarter 2026. For the period, the company revenue expected to increase 30%-40% vs. the €184.9 million reported in First Quarter 2026, as revenue and order momentum continue versus the prior year period. Company anticipated a significant expansion of second quarter 2026 net income and profit margins relative to First quarter 2026 and second quarter 2025.
お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.
お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2025. For the quarter, the company expected revenue is expected to decline 5%-15% vs. the €148.1 million reported in second quarter of 2025. Orders are expected to increase significantly vs. second quarter of 2025 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications.
お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE Semiconductor Industries N.V. provided earnings Guidance. For the period, the company expects Revenue to be flat (plus or minus 10%) vs. €144.1 million reported in First Quarter 2025.
お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the fourth quarter of 2024. Revenue expected to be flat plus or minus 10% vs. the €156.6 million reported in third quarter-2024 partially due to shipment delays by a customer for certain hybrid bonding systems scheduled for delivery in fourth quarter-2024.
お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2024. For the quarter, revenue expected to be flat (plus or minus 5%) vs. €151.2 million reported in second quarter of 2024.
お知らせ • Apr 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026BE Semiconductor Industries N.V. provided earnings guidance for the second quarter 2026. For the period, the company revenue expected to increase 30%-40% vs. the €184.9 million reported in First Quarter 2026, as revenue and order momentum continue versus the prior year period. Company anticipated a significant expansion of second quarter 2026 net income and profit margins relative to First quarter 2026 and second quarter 2025.
お知らせ • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.
お知らせ • Feb 19+ 4 more updatesBE Semiconductor Industries N.V. Provides Earnings Guidance for the First Quarter of 2026BE Semiconductor Industries N.V. provided earnings guidance for the first quarter of 2026. For the quarter, revenue expected to increase 5% to 15% vs. the €166.4 million reported in fourth quarter of 2025. Gross margin expected to range between 63% to 65% vs. the 63.9% realized in fourth quarter of 2025.
お知らせ • Oct 24BE Semiconductor Industries N.V. (ENXTAM:BESI) announces an Equity Buyback for 8,100,000 shares, representing 10% for €60 million.BE Semiconductor Industries N.V. (ENXTAM:BESI) announces a share repurchase program. Under the program, the company will repurchase up to 8,100,000 shares, representing 10% of its issued share capital, for a total of €60 million. The purpose of the buyback is capital reduction and to help offset dilution related to the company’s convertible notes and shares issued under the employee stock plans. The program will be funded using the company’s available cash resources. The plan will be valid till October 23, 2026.
お知らせ • Oct 23+ 2 more updatesBE Semiconductor Industries N.V. to Report Q4, 2025 Results on Feb 19, 2026BE Semiconductor Industries N.V. announced that they will report Q4, 2025 results on Feb 19, 2026
お知らせ • Jul 24BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2025. For the quarter, the company expected revenue is expected to decline 5%-15% vs. the €148.1 million reported in second quarter of 2025. Orders are expected to increase significantly vs. second quarter of 2025 primarily due to increased demand for hybrid bonding systems and die attach systems for AI-related 2.5D computing applications.
お知らせ • Apr 23BE Semiconductor Industries N.V. Provides Earnings GuidanceBE Semiconductor Industries N.V. provided earnings Guidance. For the period, the company expects Revenue to be flat (plus or minus 10%) vs. €144.1 million reported in First Quarter 2025.
Buy Or Sell Opportunity • Feb 25Now 21% undervaluedThe stock has been flat over the last 90 days, currently trading at €115. The fair value is estimated to be €145, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has declined by 12% over the last 3 years. Earnings per share has declined by 23%. For the next 3 years, revenue is forecast to grow by 19% per annum. Earnings are also forecast to grow by 23% per annum over the same time period.
お知らせ • Feb 21BE Semiconductor Industries N.V. announces Annual dividend, payable on May 02, 2025BE Semiconductor Industries N.V. announced Annual dividend of EUR 2.1800 per share payable on May 02, 2025, ex-date on April 25, 2025 and record date on April 28, 2025.
Reported Earnings • Feb 21Full year 2024 earnings released: EPS: €2.31 (vs €2.29 in FY 2023)Full year 2024 results: EPS: €2.31 (up from €2.29 in FY 2023). Revenue: €607.5m (up 4.9% from FY 2023). Net income: €182.0m (up 2.8% from FY 2023). Profit margin: 30% (in line with FY 2023). Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.
お知らせ • Feb 21BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2025.
お知らせ • Feb 20+ 1 more updateBE Semiconductor Industries N.V. to Report Q2, 2025 Results on Jul 24, 2025BE Semiconductor Industries N.V. announced that they will report Q2, 2025 results on Jul 24, 2025
Valuation Update With 7 Day Price Move • Jan 30Investor sentiment deteriorates as stock falls 18%After last week's 18% share price decline to €123, the stock trades at a forward P/E ratio of 39x. Average forward P/E is 11x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €132 per share.
Valuation Update With 7 Day Price Move • Jan 07Investor sentiment improves as stock rises 29%After last week's 29% share price gain to €149, the stock trades at a forward P/E ratio of 43x. Average forward P/E is 13x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €137 per share.
Reported Earnings • Oct 26Third quarter 2024 earnings released: EPS: €0.59 (vs €0.45 in 3Q 2023)Third quarter 2024 results: EPS: €0.59 (up from €0.45 in 3Q 2023). Revenue: €156.6m (up 27% from 3Q 2023). Net income: €46.8m (up 34% from 3Q 2023). Profit margin: 30% (up from 28% in 3Q 2023). The increase in margin was driven by higher revenue. Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 13% growth forecast for the Semiconductor industry in Europe.
お知らせ • Oct 26BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the fourth quarter of 2024. Revenue expected to be flat plus or minus 10% vs. the €156.6 million reported in third quarter-2024 partially due to shipment delays by a customer for certain hybrid bonding systems scheduled for delivery in fourth quarter-2024.
お知らせ • Oct 24+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2025 Results on Apr 23, 2025BE Semiconductor Industries N.V. announced that they will report Q1, 2025 results on Apr 23, 2025
Valuation Update With 7 Day Price Move • Aug 02Investor sentiment deteriorates as stock falls 24%After last week's 24% share price decline to €118, the stock trades at a forward P/E ratio of 35x. Average forward P/E is 14x in the Semiconductor industry in Europe. Simply Wall St's valuation model estimates the intrinsic value at €66.53 per share.
Reported Earnings • Jul 27Second quarter 2024 earnings released: EPS: €0.53 (vs €0.68 in 2Q 2023)Second quarter 2024 results: EPS: €0.53 (down from €0.68 in 2Q 2023). Revenue: €151.2m (down 7.0% from 2Q 2023). Net income: €41.9m (down 20% from 2Q 2023). Profit margin: 28% (down from 32% in 2Q 2023). Revenue is forecast to grow 23% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Semiconductor industry in Europe.
お知らせ • Jul 25BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2024. For the quarter, revenue expected to be flat (plus or minus 5%) vs. €151.2 million reported in second quarter of 2024.
お知らせ • Feb 22+ 3 more updatesBE Semiconductor Industries N.V. to Report Q2, 2024 Results on Jul 25, 2024BE Semiconductor Industries N.V. announced that they will report Q2, 2024 results on Jul 25, 2024
お知らせ • Oct 28BE Semiconductor Industries N.V. (ENXTAM:BESI) announces an Equity Buyback for 8,100,000 shares, representing 10% for €60 million.BE Semiconductor Industries N.V. (ENXTAM:BESI) announces a share repurchase program. Under the program, the company will repurchase up to 8,100,000 shares, representing 10% of its issued share capital, for a total of €60 million. The purpose of the buyback is capital reduction and to help offset dilution related to the company’s convertible notes and shares issued under the employee stock plans. The program will be funded using the company’s available cash resources. The plan will be valid till October 26, 2024.
お知らせ • Oct 27+ 1 more updateBE Semiconductor Industries N.V. to Report Q1, 2024 Results on Apr 25, 2024BE Semiconductor Industries N.V. announced that they will report Q1, 2024 results on Apr 25, 2024
お知らせ • Jul 28Be Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2023BE Semiconductor Industries N.V. provided earnings guidance for the third quarter of 2023. For the quarter, the company expects Revenue will decrease by approximately 20-30% vs. the €162.5 million reported in Q2-23 due to seasonal trends and ongoing market weakness.
Recent Insider Transactions • May 12Chairman of Management Board recently sold €8.5m worth of stockOn the 10th of May, Richard Blickman sold around 100k shares on-market at roughly €85.24 per share. This transaction amounted to 6.5% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. Richard has been a net seller over the last 12 months, reducing personal holdings by €16m.
Reported Earnings • Apr 27First quarter 2023 earnings released: EPS: €0.44 (vs €0.87 in 1Q 2022)First quarter 2023 results: EPS: €0.44 (down from €0.87 in 1Q 2022). Revenue: €133.4m (down 34% from 1Q 2022). Net income: €34.5m (down 49% from 1Q 2022). Profit margin: 26% (down from 33% in 1Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 20% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Semiconductor industry in Europe.
Recent Insider Transactions • Mar 01Chairman of Management Board recently sold €7.6m worth of stockOn the 23rd of February, Richard Blickman sold around 100k shares on-market at roughly €75.60 per share. This transaction amounted to 6.6% of their direct individual holding at the time of the trade. This was the largest sale by an insider in the last 3 months. This was Richard's only on-market trade for the last 12 months.
Reported Earnings • Feb 23Full year 2022 earnings released: EPS: €3.03 (vs €3.70 in FY 2021)Full year 2022 results: EPS: €3.03 (down from €3.70 in FY 2021). Revenue: €722.9m (down 3.5% from FY 2021). Net income: €240.6m (down 15% from FY 2021). Profit margin: 33% (down from 38% in FY 2021). The decrease in margin was primarily driven by lower revenue. Revenue is forecast to grow 9.7% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Semiconductor industry in Europe.
お知らせ • Dec 10BE Semiconductor Industries N.V. to Report Q3, 2023 Results on Oct 26, 2023BE Semiconductor Industries N.V. announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023
お知らせ • Dec 03BE Semiconductor Industries N.V. to Report Q2, 2023 Results on Jul 27, 2023BE Semiconductor Industries N.V. announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023
お知らせ • Dec 02BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023BE Semiconductor Industries N.V., Annual General Meeting, Apr 26, 2023, at 10:30 Central European Standard Time.
お知らせ • Nov 25BE Semiconductor Industries N.V. to Report Q1, 2023 Results on Apr 26, 2023BE Semiconductor Industries N.V. announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 26, 2023
お知らせ • Nov 18BE Semiconductor Industries N.V. to Report Q4, 2022 Results on Feb 22, 2023BE Semiconductor Industries N.V. announced that they will report Q4, 2022 results at 7:00 AM, Central European Standard Time on Feb 22, 2023