Narrative Update • Jul 27
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German (DAX) Semiconductor Equipment Industry Analysis
UpdatedAug 04, 2026
DataAggregated Company Financials
Companies8
- 7D8.3%
- 3M-17.4%
- 1Y137.5%
- YTDn/a
In the last week, the Semiconductor Equipment industry is up 8.3%, with AIXTRON up 8.8%. In the same time, Windon Energy Group was down 56%. In the last 12 months, the industry was up 137%. As for the next few years, earnings are expected to grow by 45% per annum.
Industry Valuation and Performance
Has the German Semiconductor Equipment Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Tue, 04 Aug 2026 | €9.3b | €2.7b | -€82,344,465.00 | 56.6x | -112.6x | 3.4x |
| Thu, 02 Jul 2026 | €11.8b | €2.7b | -€18,748,800.23 | 74.8x | -628x | 4.3x |
| Sat, 30 May 2026 | €12.4b | €2.6b | €25.3m | 112.8x | 490.9x | 4.9x |
| Mon, 27 Apr 2026 | €9.8b | €2.7b | €70.8m | 44.3x | 138.2x | 3.6x |
| Wed, 25 Mar 2026 | €7.3b | €2.9b | €41.0m | 44.5x | 179.4x | 2.5x |
| Fri, 20 Feb 2026 | €5.8b | €2.9b | €96.1m | 29.1x | 60.4x | 2x |
| Sun, 18 Jan 2026 | €5.5b | €2.9b | €96.1m | 24.8x | 57.2x | 1.9x |
| Tue, 16 Dec 2025 | €4.8b | €3.2b | €130.9m | 17x | 36.9x | 1.5x |
| Thu, 13 Nov 2025 | €4.8b | €3.2b | €136.5m | 16.3x | 35.5x | 1.5x |
| Sat, 11 Oct 2025 | €5.3b | €4.8b | €10.4m | 13.5x | 509.2x | 1.1x |
| Mon, 08 Sep 2025 | €4.3b | €4.7b | €1.8m | 12.7x | 2445.8x | 0.9x |
| Wed, 06 Aug 2025 | €4.5b | €4.7b | €66.9m | 14x | 67.7x | 1x |
| Fri, 04 Jul 2025 | €5.3b | €4.7b | €73.4m | 17.1x | 72.8x | 1.1x |
| Sun, 01 Jun 2025 | €4.4b | €4.7b | €73.4m | 13.6x | 59.3x | 0.9x |
| Tue, 29 Apr 2025 | €4.0b | €4.6b | €113.5m | 12.2x | 35.5x | 0.9x |
| Thu, 27 Mar 2025 | €4.5b | €4.7b | €302.1m | 12x | 15.1x | 1x |
| Sat, 22 Feb 2025 | €4.7b | €4.7b | €341.5m | 12.8x | 13.8x | 1x |
| Mon, 20 Jan 2025 | €4.8b | €4.7b | €341.5m | 12.7x | 14x | 1x |
| Wed, 18 Dec 2024 | €5.0b | €4.7b | €341.5m | 13.1x | 14.7x | 1.1x |
| Fri, 15 Nov 2024 | €5.0b | €5.0b | €442.4m | 12x | 11.2x | 1x |
| Sun, 13 Oct 2024 | €5.8b | €4.9b | €455.6m | 11.8x | 12.8x | 1.2x |
| Tue, 10 Sep 2024 | €5.9b | €4.9b | €456.8m | 12x | 12.8x | 1.2x |
| Thu, 08 Aug 2024 | €6.7b | €4.9b | €485.2m | 14.5x | 13.8x | 1.4x |
| Sat, 06 Jul 2024 | €7.5b | €5.0b | €558.9m | 14.8x | 13.4x | 1.5x |
| Mon, 03 Jun 2024 | €7.9b | €5.0b | €558.9m | 15.5x | 14.1x | 1.6x |
| Wed, 01 May 2024 | €7.8b | €5.0b | €605.1m | 16.4x | 12.9x | 1.5x |
| Fri, 29 Mar 2024 | €8.4b | €5.0b | €597.8m | 17.9x | 14x | 1.7x |
| Sun, 25 Feb 2024 | €9.4b | €4.9b | €676.3m | 21.1x | 13.9x | 1.9x |
| Tue, 23 Jan 2024 | €9.7b | €4.9b | €676.3m | 18.6x | 14.3x | 2x |
| Thu, 21 Dec 2023 | €9.9b | €4.9b | €676.3m | 17x | 14.7x | 2x |
| Sat, 18 Nov 2023 | €9.0b | €4.9b | €676.3m | 15.4x | 13.3x | 1.8x |
| Mon, 16 Oct 2023 | €9.1b | €4.6b | €667.5m | 15.8x | 13.6x | 2x |
| Wed, 13 Sep 2023 | €9.5b | €4.7b | €676.7m | 14.6x | 14x | 2x |
| Fri, 11 Aug 2023 | €10.1b | €4.5b | €611.3m | 18.1x | 16.5x | 2.2x |
Price to Earnings Ratio
16.5x
Current Industry PE
- Investors are optimistic on the German Semiconductor Equipment industry, and appear confident in long term growth rates.
- The 3-year average PS ratio of 1.7x is lower than the industry's current PS ratio of 3.4x.
Past Earnings Growth
- Total earnings for the Semiconductor Equipment industry have declined over the last three years, with the industry now making a loss overall.
- Revenues have also declined 16% per year, which is driving profits down.
Industry Comparison
How does German Semiconductor Equipment compare with similar industries?
| DE Market | 1.74% | |
| Tech | 3.55% | |
| Semiconductors | 6.42% | |
| Semiconductor Equipment | 8.27% | |
| Semiconductors | 6.22% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| AIXA AIXTRON | €38.44 | 11.5% +€448.9m | 185.4% | PE74.6x | |
| WAF Siltronic | €78.90 | 9.3% +€201.0m | 119.9% | PS1.8x | |
| SMHN SUSS MicroTec | €79.50 | 13.9% +€185.4m | 145.7% | PE43x | |
| TPE PVA TePla | €34.76 | 4.6% +€33.5m | 65.5% | PE376.1x | |
| GY9 Smoltek Nanotech Holding | €0.10 | 19.6% +€3.8m | 252.3% | PS62.4x |