Narrative Update • Aug 05
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German (DAX) Semiconductor Equipment Industry Analysis
UpdatedAug 12, 2026
DataAggregated Company Financials
Companies8
- 7D3.9%
- 3M-18.1%
- 1Y152.2%
- YTDn/a
In the last week, the Semiconductor Equipment industry is up 3.2%, with AIXTRON up 9.4%. During this same period, the PVA TePla underperformed, falling 8.8%. This means that the industry has gained 148% over the past year. As for the next few years, earnings are expected to grow by 46% 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 |
|---|---|---|---|---|---|---|
| Wed, 12 Aug 2026 | €9.9b | €2.7b | -€95,443,101.62 | 58.9x | -103.2x | 3.7x |
| Fri, 10 Jul 2026 | €10.9b | €2.7b | -€18,759,146.43 | 66x | -581.9x | 4x |
| Sun, 07 Jun 2026 | €11.5b | €2.6b | €25.3m | 105.9x | 454.7x | 4.5x |
| Tue, 05 May 2026 | €10.2b | €2.6b | €8.7m | 63.6x | 1182.4x | 3.9x |
| Thu, 02 Apr 2026 | €7.2b | €2.7b | €75.7m | 44.5x | 95x | 2.7x |
| Sat, 28 Feb 2026 | €6.5b | €2.9b | €96.1m | 34.3x | 68.1x | 2.2x |
| Mon, 26 Jan 2026 | €5.6b | €2.9b | €96.0m | 26.3x | 58.1x | 1.9x |
| Wed, 24 Dec 2025 | €4.6b | €2.9b | €96.1m | 21.3x | 47.9x | 1.6x |
| Fri, 21 Nov 2025 | €4.6b | €3.2b | €130.9m | 16.8x | 35.4x | 1.4x |
| Sun, 19 Oct 2025 | €5.4b | €4.8b | €10.4m | 13.5x | 517.6x | 1.1x |
| Tue, 16 Sep 2025 | €4.5b | €4.7b | €1.7m | 12.8x | 2591.5x | 1x |
| Thu, 14 Aug 2025 | €4.6b | €4.7b | €6.9m | 14.2x | 664.6x | 1x |
| Sat, 12 Jul 2025 | €5.3b | €4.7b | €73.4m | 17.2x | 72.7x | 1.1x |
| Mon, 09 Jun 2025 | €4.4b | €4.7b | €73.4m | 14.1x | 60.3x | 0.9x |
| Wed, 07 May 2025 | €4.2b | €4.7b | €92.9m | 12.5x | 44.8x | 0.9x |
| Fri, 04 Apr 2025 | €3.7b | €4.6b | €113.5m | 10.8x | 32.9x | 0.8x |
| Sun, 02 Mar 2025 | €4.3b | €4.7b | €333.2m | 12x | 12.9x | 0.9x |
| Tue, 28 Jan 2025 | €4.7b | €4.7b | €341.5m | 11.8x | 13.8x | 1x |
| Thu, 26 Dec 2024 | €4.9b | €4.7b | €341.5m | 13x | 14.4x | 1.1x |
| Sat, 23 Nov 2024 | €4.6b | €5.0b | €442.4m | 11.8x | 10.4x | 0.9x |
| Mon, 21 Oct 2024 | €5.4b | €4.9b | €455.6m | 11.8x | 11.9x | 1.1x |
| Wed, 18 Sep 2024 | €6.0b | €4.9b | €456.8m | 12.1x | 13.1x | 1.2x |
| Fri, 16 Aug 2024 | €6.8b | €4.9b | €454.8m | 15.1x | 14.9x | 1.4x |
| Sun, 14 Jul 2024 | €7.4b | €5.0b | €558.9m | 14.3x | 13.2x | 1.5x |
| Tue, 11 Jun 2024 | €8.1b | €5.0b | €558.9m | 15.9x | 14.6x | 1.6x |
| Thu, 09 May 2024 | €7.9b | €5.0b | €557.3m | 16x | 14.2x | 1.6x |
| Sat, 06 Apr 2024 | €8.0b | €5.0b | €597.8m | 17.1x | 13.4x | 1.6x |
| Mon, 04 Mar 2024 | €9.2b | €4.9b | €676.3m | 20.8x | 13.6x | 1.9x |
| Wed, 31 Jan 2024 | €9.5b | €4.9b | €676.3m | 19.3x | 14x | 1.9x |
| Fri, 29 Dec 2023 | €10.2b | €4.9b | €676.3m | 17.4x | 15.1x | 2.1x |
| Sun, 26 Nov 2023 | €9.1b | €4.9b | €676.3m | 15.9x | 13.4x | 1.9x |
| Tue, 24 Oct 2023 | €8.6b | €4.6b | €667.5m | 15x | 12.9x | 1.9x |
| Thu, 21 Sep 2023 | €9.3b | €4.7b | €676.7m | 14.7x | 13.7x | 2x |
| Sat, 19 Aug 2023 | €9.9b | €4.7b | €676.7m | 15x | 14.6x | 2.1x |
Price to Earnings Ratio
14.6x
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 3.6x.
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 17% per year, which is driving profits down.
Industry Comparison
How does German Semiconductor Equipment compare with similar industries?
| DE Market | 0.48% | |
| Tech | 4.66% | |
| Semiconductors | -0.66% | |
| Semiconductor Equipment | 3.88% | |
| Semiconductors | -1.16% | |
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 | €42.07 | 9.4% +€409.4m | 205.0% | PE81.6x | |
| WAF Siltronic | €79.00 | 0.1% +€3.0m | 117.0% | PS1.8x | |
| GY9 Smoltek Nanotech Holding | €0.12 | 10.5% +€2.4m | 346.2% | PS69x | |
| M5Z Manz | €0.01 | 150.0% +€61.5k | n/a | n/a |