Announcement • Apr 25
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Second Quarter 2026 BE 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. Announcement • Feb 20
BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026 BE Semiconductor Industries N.V., Annual General Meeting, Apr 23, 2026. Announcement • Oct 24
BE 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. Announcement • Jul 24
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2025 BE 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. Announcement • Apr 23
BE Semiconductor Industries N.V. Provides Earnings Guidance BE 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. Reported Earnings • Oct 26
Third 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 26
New minor risk - Shareholder dilution The 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). Announcement • Oct 26
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Fourth Quarter of 2024 BE 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. Reported Earnings • Jul 28
Second 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. Announcement • Jul 25
BE Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2024 BE 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. Announcement • Oct 28
BE 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. Reported Earnings • Oct 27
Third 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. Announcement • Jul 28
Be Semiconductor Industries N.V. Provides Earnings Guidance for the Third Quarter of 2023 BE 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 28
Second 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 12
Chairman of Management Board recently sold Mex$165m worth of stock On 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 27
First 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 28
Chairman of Management Board recently sold Mex$148m worth of stock On 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 23
Full 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. Announcement • Dec 10
BE Semiconductor Industries N.V. to Report Q3, 2023 Results on Oct 26, 2023 BE Semiconductor Industries N.V. announced that they will report Q3, 2023 results at 7:00 AM, Central European Standard Time on Oct 26, 2023 Announcement • Dec 03
BE Semiconductor Industries N.V. to Report Q2, 2023 Results on Jul 27, 2023 BE Semiconductor Industries N.V. announced that they will report Q2, 2023 results at 7:00 AM, Central European Standard Time on Jul 27, 2023 Announcement • Nov 25
BE Semiconductor Industries N.V. to Report Q1, 2023 Results on Apr 26, 2023 BE Semiconductor Industries N.V. announced that they will report Q1, 2023 results at 7:00 AM, Central European Standard Time on Apr 26, 2023 Announcement • Nov 18
BE Semiconductor Industries N.V. to Report Q4, 2022 Results on Feb 22, 2023 BE 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 16
Investor sentiment improved over the past week After 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 27
Investor sentiment improved over the past week After 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 22
Third 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 20
Now 24% undervalued after recent price drop Over 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 22
Second 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 06
Investor sentiment deteriorated over the past week After 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 03
Now 23% undervalued after recent price drop Over 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 01
First 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 27
Upcoming dividend of €3.33 per share Eligible 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 11
Investor sentiment deteriorated over the past week After 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 22
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full 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 19
Full year 2021 earnings: EPS in line with analyst expectations despite revenue beat Full 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 19
Investor sentiment improved over the past week After 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 01
Chairman of Management Board & CEO recently sold Mex$174m worth of stock On 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 28
Third 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 06
Investor sentiment deteriorated over the past week After 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 31
Chairman of Management Board & CEO recently sold Mex$158m worth of stock On 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 04
Independent Vice Chairman of Supervisory Board Douglas Dunn has left the company On 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 03
First 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.