View ValuationBE Semiconductor Industries 향후 성장Future 기준 점검 6/6BE Semiconductor Industries (는) 각각 연간 25.7% 및 20.3% 수익과 수익이 증가할 것으로 예상됩니다. EPS는 연간 25.6% 만큼 성장할 것으로 예상됩니다. 자기자본이익률은 3년 후 60.2% 로 예상됩니다.핵심 정보25.7%이익 성장률25.63%EPS 성장률Semiconductor 이익 성장0%매출 성장률20.3%향후 자기자본이익률60.20%애널리스트 커버리지Good마지막 업데이트20 Dec 2024최근 향후 성장 업데이트공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.공고 • 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.모든 업데이트 보기Recent updates공고 • 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.공고 • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.공고 • 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.공고 • 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.공고 • 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, 2026공고 • 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.공고 • 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.공고 • Feb 21+ 1 more updateBE 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.공고 • 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, 2025Reported 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 18% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.New Risk • Oct 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (3.3% increase in shares outstanding).공고 • 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.공고 • 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, 2025Reported Earnings • Jul 28Second 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 18% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.공고 • 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.공고 • 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, 2024공고 • 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.공고 • 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, 2024Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.45 (vs €0.71 in 3Q 2022)Third quarter 2023 results: EPS: €0.45 (down from €0.71 in 3Q 2022). Revenue: €123.3m (down 27% from 3Q 2022). Net income: €35.0m (down 39% from 3Q 2022). Profit margin: 28% (down from 34% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Semiconductor industry.공고 • 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.Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.68 (vs €0.94 in 2Q 2022)Second quarter 2023 results: EPS: €0.68 (down from €0.94 in 2Q 2022). Revenue: €162.5m (down 24% from 2Q 2022). Net income: €52.6m (down 31% from 2Q 2022). Profit margin: 32% (down from 35% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry.Recent Insider Transactions • May 12Chairman of Management Board recently sold Mex$165m worth of stockOn the 10th of May, Richard Blickman sold around 100k shares on-market at roughly Mex$1,649 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 Mex$312m.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 13% growth forecast for the Global Semiconductor industry.Recent Insider Transactions • Feb 28Chairman of Management Board recently sold Mex$148m worth of stockOn the 23rd of February, Richard Blickman sold around 100k shares on-market at roughly Mex$1,476 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 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Semiconductor industry.공고 • 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, 2023공고 • 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, 2023공고 • 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, 2023공고 • 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, 2023Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improved over the past weekAfter last week's 25% share price gain to Mex$1,275, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Semiconductor industry globally. Total loss to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$930 per share.Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 26% share price gain to Mex$1,020, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry globally. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$959 per share.Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: €0.71 (vs €1.08 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (down from €1.08 in 3Q 2021). Revenue: €168.8m (down 19% from 3Q 2021). Net income: €57.3m (down 32% from 3Q 2021). Profit margin: 34% (down from 40% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Semiconductor industry.Buying Opportunity • Oct 20Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be Mex$1,059, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: €0.94 (vs €1.23 in 2Q 2021)Second quarter 2022 results: EPS: €0.94 (down from €1.23 in 2Q 2021). Revenue: €214.0m (down 5.4% from 2Q 2021). Net income: €75.6m (down 19% from 2Q 2021). Profit margin: 35% (down from 41% in 2Q 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 23% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,174, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Semiconductor industry globally. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,569 per share.Buying Opportunity • May 03Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be Mex$1,523, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 49%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.87 (vs €0.51 in 1Q 2021)First quarter 2022 results: EPS: €0.87 (up from €0.51 in 1Q 2021). Revenue: €202.4m (up 41% from 1Q 2021). Net income: €67.5m (up 80% from 1Q 2021). Profit margin: 33% (up from 26% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 25% growth forecast for the industry in Mexico.Upcoming Dividend • Apr 27Upcoming dividend of €3.33 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 06 May 2022. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Mexican dividend payers (5.3%). Higher than average of industry peers (1.6%).Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,428, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,632 per share.Reported Earnings • Feb 22Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €3.70 (up from €1.82 in FY 2020). Revenue: €749.3m (up 73% from FY 2020). Net income: €282.4m (up 114% from FY 2020). Profit margin: 38% (up from 31% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 9.6%, compared to a 26% growth forecast for the industry in Mexico.Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €3.70 (up from €1.82 in FY 2020). Revenue: €749.3m (up 73% from FY 2020). Net income: €282.4m (up 114% from FY 2020). Profit margin: 38% (up from 31% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 8.3%, compared to a 26% growth forecast for the industry in Mexico.Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$1,996, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,850 per share.Recent Insider Transactions • Nov 01Chairman of Management Board & CEO recently sold Mex$174m worth of stockOn the 27th of October, Richard Blickman sold around 100k shares on-market at roughly Mex$1,736 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by Mex$661m.Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS €1.08 (vs €0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €208.3m (up 92% from 3Q 2020). Net income: €84.2m (up 148% from 3Q 2020). Profit margin: 40% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue.Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,543, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,808 per share.Recent Insider Transactions • May 31Chairman of Management Board & CEO recently sold Mex$158m worth of stockOn the 25th of May, Richard Blickman sold around 100k shares on-market at roughly Mex$1,579 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by Mex$317m.Executive Departure • May 04Independent Vice Chairman of Supervisory Board Douglas Dunn has left the companyOn the 30th of April, Douglas Dunn's tenure as Independent Vice Chairman of Supervisory Board ended after 12.0 years in the role. We don't have any record of a personal shareholding under Douglas' name. Douglas is the only executive to leave the company over the last 12 months.Reported Earnings • May 03First quarter 2021 earnings released: EPS €0.51 (vs €0.19 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €143.2m (up 57% from 1Q 2020). Net income: €37.6m (up 172% from 1Q 2020). Profit margin: 26% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue.이익 및 매출 성장 예측BMV:BESI N - 애널리스트 향후 추정치 및 과거 재무 데이터 (EUR Millions)날짜매출이익자유현금흐름영업현금흐름평균 애널리스트 수12/31/20271,352511526694612/31/20261,1744353744461512/31/20258272982342861612/31/2024623175184221209/30/2024614178158191N/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/A12/31/201935681104120N/A9/30/201935670125140N/A6/30/201938380153167N/A3/31/2019452109160177N/A12/31/2018525136166184N/A9/30/2018586157187205N/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/A6/30/201539274N/A97N/A3/31/201540481N/A83N/A12/31/201437971N/A73N/A9/30/201434353N/A55N/A6/30/201430536N/A32N/A3/31/201426119N/A35N/A더 보기애널리스트 향후 성장 전망수입 대 저축률: BESI N 의 연간 예상 수익 증가율(25.7%)이 saving rate(8.1%)보다 높습니다.수익 vs 시장: BESI N 의 연간 수익(25.7%)이 MX 시장(8.2%)보다 빠르게 성장할 것으로 예상됩니다.고성장 수익: BESI N 의 수입은 향후 3년 동안 상당히 증가할 것으로 예상됩니다.수익 대 시장: BESI N 의 수익(연간 20.3%)이 MX 시장(연간 5.7%)보다 빠르게 성장할 것으로 예상됩니다.고성장 매출: BESI N 의 수익(연간 20.3%)은 연간 20%보다 빠르게 증가할 것으로 예상됩니다.주당순이익 성장 예측향후 자기자본이익률미래 ROE: BESI N의 자본 수익률은 3년 후 60.2%로 매우 높을 것으로 예상됩니다.성장 기업 찾아보기7D1Y7D1Y7D1YSemiconductors 산업의 고성장 기업.View Past Performance기업 분석 및 재무 데이터 상태데이터최종 업데이트 (UTC 시간)기업 분석2024/12/31 20:45종가2024/10/03 00:00수익2024/09/30연간 수익2023/12/31데이터 소스당사의 기업 분석에 사용되는 데이터는 S&P Global Market Intelligence LLC에서 제공됩니다. 아래 데이터는 이 보고서를 생성하기 위해 분석 모델에서 사용됩니다. 데이터는 정규화되므로 소스가 제공된 후 지연이 발생할 수 있습니다.패키지데이터기간미국 소스 예시 *기업 재무제표10년손익계산서현금흐름표대차대조표SEC 양식 10-KSEC 양식 10-Q분석가 컨센서스 추정치+3년재무 예측분석가 목표주가분석가 리서치 보고서Blue Matrix시장 가격30년주가배당, 분할 및 기타 조치ICE 시장 데이터SEC 양식 S-1지분 구조10년주요 주주내부자 거래SEC 양식 4SEC 양식 13D경영진10년리더십 팀이사회SEC 양식 10-KSEC 양식 DEF 14A주요 개발10년회사 공시SEC 양식 8-K* 미국 증권에 대한 예시이며, 비(非)미국 증권에는 해당 국가의 규제 서식 및 자료원을 사용합니다.별도로 명시되지 않는 한 모든 재무 데이터는 연간 기간을 기준으로 하지만 분기별로 업데이트됩니다. 이를 TTM(최근 12개월) 또는 LTM(지난 12개월) 데이터라고 합니다. 자세히 알아보기.분석 모델 및 스노우플레이크이 보고서를 생성하는 데 사용된 분석 모델의 세부 정보는 당사의 GitHub 페이지에서 확인하실 수 있습니다. 또한 보고서 사용 방법에 대한 가이드와 YouTube 튜토리얼도 제공하고 있습니다.Simply Wall St 분석 모델을 설계하고 구축한 세계적 수준의 팀에 대해 알아보세요.산업 및 섹터 지표산업 및 섹터 지표는 Simply Wall St가 6시간마다 계산하며, 프로세스에 대한 자세한 내용은 Github에서 확인할 수 있습니다.분석가 소스BE Semiconductor Industries N.V.는 35명의 분석가가 다루고 있습니다. 이 중 18명의 분석가가 우리 보고서에 입력 데이터로 사용되는 매출 또는 수익 추정치를 제출했습니다. 분석가의 제출 자료는 하루 종일 업데이트됩니다.분석가기관James FontanelliArete Research Services LLPSimon Alexander ColesBarclaysAnna PatriceBerenberg32명의 분석가 더 보기
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • 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.
공고 • Feb 20BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026.
공고 • 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.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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.
공고 • Feb 21+ 1 more updateBE 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.
공고 • 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
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 18% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has fallen by 23% per year but the company’s share price has increased by 9% per year, which means it is well ahead of earnings.
New Risk • Oct 26New minor risk - Shareholder dilutionThe company's shareholders have been diluted in the past year. Increase in shares outstanding: 3.3% This is considered a minor risk. Shareholder dilution occurs when there is an increase in the number of shares on issue that is not proportionally distributed between all shareholders. Often due to the company raising equity capital or some options being converted into stock. All else being equal, if there are more shares outstanding then each existing share will be entitled to a lower proportion of the company's total earnings, thus reducing earnings per share (EPS). While dilution might not always result in lower EPS (like if the company is using the capital to fund an EPS accretive acquisition) in a lot cases it does, along with lower dividends per share and less voting power at shareholder meetings. Currently, the following risks have been identified for the company: Major Risk Shares are highly illiquid. Minor Risk Shareholders have been diluted in the past year (3.3% increase in shares outstanding).
공고 • 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.
공고 • 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
Reported Earnings • Jul 28Second 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 18% growth forecast for the Global Semiconductor industry. Over the last 3 years on average, earnings per share has fallen by 19% per year but the company’s share price has increased by 14% per year, which means it is well ahead of earnings.
공고 • 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.
공고 • 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
공고 • 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.
공고 • 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
Reported Earnings • Oct 27Third quarter 2023 earnings released: EPS: €0.45 (vs €0.71 in 3Q 2022)Third quarter 2023 results: EPS: €0.45 (down from €0.71 in 3Q 2022). Revenue: €123.3m (down 27% from 3Q 2022). Net income: €35.0m (down 39% from 3Q 2022). Profit margin: 28% (down from 34% in 3Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 21% p.a. on average during the next 3 years, compared to a 15% growth forecast for the Global Semiconductor industry.
공고 • 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.
Reported Earnings • Jul 28Second quarter 2023 earnings released: EPS: €0.68 (vs €0.94 in 2Q 2022)Second quarter 2023 results: EPS: €0.68 (down from €0.94 in 2Q 2022). Revenue: €162.5m (down 24% from 2Q 2022). Net income: €52.6m (down 31% from 2Q 2022). Profit margin: 32% (down from 35% in 2Q 2022). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 19% p.a. on average during the next 3 years, compared to a 14% growth forecast for the Global Semiconductor industry.
Recent Insider Transactions • May 12Chairman of Management Board recently sold Mex$165m worth of stockOn the 10th of May, Richard Blickman sold around 100k shares on-market at roughly Mex$1,649 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 Mex$312m.
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 13% growth forecast for the Global Semiconductor industry.
Recent Insider Transactions • Feb 28Chairman of Management Board recently sold Mex$148m worth of stockOn the 23rd of February, Richard Blickman sold around 100k shares on-market at roughly Mex$1,476 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 9.9% p.a. on average during the next 3 years, compared to a 11% growth forecast for the Global Semiconductor industry.
공고 • 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
공고 • 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
공고 • 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
공고 • 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
Valuation Update With 7 Day Price Move • Nov 16Investor sentiment improved over the past weekAfter last week's 25% share price gain to Mex$1,275, the stock trades at a forward P/E ratio of 22x. Average forward P/E is 18x in the Semiconductor industry globally. Total loss to shareholders of 31% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$930 per share.
Valuation Update With 7 Day Price Move • Oct 27Investor sentiment improved over the past weekAfter last week's 26% share price gain to Mex$1,020, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 16x in the Semiconductor industry globally. Total loss to shareholders of 42% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$959 per share.
Reported Earnings • Oct 22Third quarter 2022 earnings released: EPS: €0.71 (vs €1.08 in 3Q 2021)Third quarter 2022 results: EPS: €0.71 (down from €1.08 in 3Q 2021). Revenue: €168.8m (down 19% from 3Q 2021). Net income: €57.3m (down 32% from 3Q 2021). Profit margin: 34% (down from 40% in 3Q 2021). The decrease in margin was driven by lower revenue. Revenue is forecast to grow 11% p.a. on average during the next 3 years, compared to a 12% growth forecast for the Global Semiconductor industry.
Buying Opportunity • Oct 20Now 24% undervalued after recent price dropOver the last 90 days, the stock is down 21%. The fair value is estimated to be Mex$1,059, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 32% over the last 3 years. Earnings per share has grown by 50%. For the next 3 years, revenue is forecast to grow by 9.4% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Reported Earnings • Jul 22Second quarter 2022 earnings released: EPS: €0.94 (vs €1.23 in 2Q 2021)Second quarter 2022 results: EPS: €0.94 (down from €1.23 in 2Q 2021). Revenue: €214.0m (down 5.4% from 2Q 2021). Net income: €75.6m (down 19% from 2Q 2021). Profit margin: 35% (down from 41% in 2Q 2021). The decrease in margin was primarily driven by lower revenue. Over the next year, revenue is forecast to grow 3.9%, compared to a 23% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • May 06Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,174, the stock trades at a forward P/E ratio of 15x. Average forward P/E is 17x in the Semiconductor industry globally. Total loss to shareholders of 20% over the past year. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,569 per share.
Buying Opportunity • May 03Now 23% undervalued after recent price dropOver the last 90 days, the stock is down 33%. The fair value is estimated to be Mex$1,523, however this is not to be taken as a buy recommendation but rather should be used as a guide only. Revenue has grown by 28% over the last 3 years. Earnings per share has grown by 49%. For the next 3 years, revenue is forecast to grow by 8.7% per annum. Earnings is also forecast to grow by 11% per annum over the same time period.
Reported Earnings • May 01First quarter 2022 earnings released: EPS: €0.87 (vs €0.51 in 1Q 2021)First quarter 2022 results: EPS: €0.87 (up from €0.51 in 1Q 2021). Revenue: €202.4m (up 41% from 1Q 2021). Net income: €67.5m (up 80% from 1Q 2021). Profit margin: 33% (up from 26% in 1Q 2021). The increase in margin was driven by higher revenue. Over the next year, revenue is forecast to grow 7.1%, compared to a 25% growth forecast for the industry in Mexico.
Upcoming Dividend • Apr 27Upcoming dividend of €3.33 per shareEligible shareholders must have bought the stock before 03 May 2022. Payment date: 06 May 2022. Payout ratio is on the higher end at 90%, however this is supported by cash flows. Trailing yield: 5.2%. Lower than top quartile of Mexican dividend payers (5.3%). Higher than average of industry peers (1.6%).
Valuation Update With 7 Day Price Move • Apr 11Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,428, the stock trades at a forward P/E ratio of 17x. Average forward P/E is 18x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,632 per share.
Reported Earnings • Feb 22Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €3.70 (up from €1.82 in FY 2020). Revenue: €749.3m (up 73% from FY 2020). Net income: €282.4m (up 114% from FY 2020). Profit margin: 38% (up from 31% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 9.6%, compared to a 26% growth forecast for the industry in Mexico.
Reported Earnings • Feb 19Full year 2021 earnings: EPS in line with analyst expectations despite revenue beatFull year 2021 results: EPS: €3.70 (up from €1.82 in FY 2020). Revenue: €749.3m (up 73% from FY 2020). Net income: €282.4m (up 114% from FY 2020). Profit margin: 38% (up from 31% in FY 2020). The increase in margin was driven by higher revenue. Revenue exceeded analyst estimates by 1.3%. Over the next year, revenue is forecast to grow 8.3%, compared to a 26% growth forecast for the industry in Mexico.
Valuation Update With 7 Day Price Move • Jan 19Investor sentiment improved over the past weekAfter last week's 19% share price gain to Mex$1,996, the stock trades at a forward P/E ratio of 23x. Average forward P/E is 22x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,850 per share.
Recent Insider Transactions • Nov 01Chairman of Management Board & CEO recently sold Mex$174m worth of stockOn the 27th of October, Richard Blickman sold around 100k shares on-market at roughly Mex$1,736 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by Mex$661m.
Reported Earnings • Oct 28Third quarter 2021 earnings released: EPS €1.08 (vs €0.47 in 3Q 2020)The company reported a strong third quarter result with improved earnings, revenues and profit margins. Third quarter 2021 results: Revenue: €208.3m (up 92% from 3Q 2020). Net income: €84.2m (up 148% from 3Q 2020). Profit margin: 40% (up from 31% in 3Q 2020). The increase in margin was driven by higher revenue.
Valuation Update With 7 Day Price Move • Oct 06Investor sentiment deteriorated over the past weekAfter last week's 17% share price decline to Mex$1,543, the stock trades at a forward P/E ratio of 19x. Average forward P/E is 21x in the Semiconductor industry globally. Simply Wall St's valuation model estimates the intrinsic value at Mex$1,808 per share.
Recent Insider Transactions • May 31Chairman of Management Board & CEO recently sold Mex$158m worth of stockOn the 25th of May, Richard Blickman sold around 100k shares on-market at roughly Mex$1,579 per share. This was the largest sale by an insider in the last 3 months. Richard has been a seller over the last 12 months, reducing personal holdings by Mex$317m.
Executive Departure • May 04Independent Vice Chairman of Supervisory Board Douglas Dunn has left the companyOn the 30th of April, Douglas Dunn's tenure as Independent Vice Chairman of Supervisory Board ended after 12.0 years in the role. We don't have any record of a personal shareholding under Douglas' name. Douglas is the only executive to leave the company over the last 12 months.
Reported Earnings • May 03First quarter 2021 earnings released: EPS €0.51 (vs €0.19 in 1Q 2020)The company reported a strong first quarter result with improved earnings, revenues and profit margins. First quarter 2021 results: Revenue: €143.2m (up 57% from 1Q 2020). Net income: €37.6m (up 172% from 1Q 2020). Profit margin: 26% (up from 15% in 1Q 2020). The increase in margin was driven by higher revenue.