BE Semiconductor Industries N.V.

ENXTAM:BESI Stock Report

Market Cap: €9.9b

BE Semiconductor Industries Past Earnings Performance

Past criteria checks 3/6

BE Semiconductor Industries has been growing earnings at an average annual rate of 11%, while the Semiconductor industry saw earnings growing at 27.6% annually. Revenues have been growing at an average rate of 9.6% per year. BE Semiconductor Industries's return on equity is 38.2%, and it has net margins of 28.9%.

Key information

11.0%

Earnings growth rate

9.5%

EPS growth rate

Semiconductor Industry Growth23.8%
Revenue growth rate9.6%
Return on equity38.2%
Net Margin28.9%
Next Earnings Update20 Feb 2025

Recent past performance updates

Recent updates

BE Semiconductor Industries N.V.'s (AMS:BESI) P/E Still Appears To Be Reasonable

Jan 15
BE Semiconductor Industries N.V.'s (AMS:BESI) P/E Still Appears To Be Reasonable

Why We Like The Returns At BE Semiconductor Industries (AMS:BESI)

Jan 03
Why We Like The Returns At BE Semiconductor Industries (AMS:BESI)

When Should You Buy BE Semiconductor Industries N.V. (AMS:BESI)?

Dec 22
When Should You Buy BE Semiconductor Industries N.V. (AMS:BESI)?

We Think BE Semiconductor Industries (AMS:BESI) Can Manage Its Debt With Ease

Dec 07
We Think BE Semiconductor Industries (AMS:BESI) Can Manage Its Debt With Ease

Calculating The Fair Value Of BE Semiconductor Industries N.V. (AMS:BESI)

Nov 08
Calculating The Fair Value Of BE Semiconductor Industries N.V. (AMS:BESI)

Why We're Not Concerned About BE Semiconductor Industries N.V.'s (AMS:BESI) Share Price

Oct 06
Why We're Not Concerned About BE Semiconductor Industries N.V.'s (AMS:BESI) Share Price

Returns On Capital Are A Standout For BE Semiconductor Industries (AMS:BESI)

Sep 08
Returns On Capital Are A Standout For BE Semiconductor Industries (AMS:BESI)

Is Now An Opportune Moment To Examine BE Semiconductor Industries N.V. (AMS:BESI)?

Aug 11
Is Now An Opportune Moment To Examine BE Semiconductor Industries N.V. (AMS:BESI)?

BE Semiconductor Industries N.V. (AMS:BESI) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Jul 28
BE Semiconductor Industries N.V. (AMS:BESI) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

We Think BE Semiconductor Industries (AMS:BESI) Can Stay On Top Of Its Debt

Jul 18
We Think BE Semiconductor Industries (AMS:BESI) Can Stay On Top Of Its Debt

Investors Appear Satisfied With BE Semiconductor Industries N.V.'s (AMS:BESI) Prospects As Shares Rocket 25%

Jul 05
Investors Appear Satisfied With BE Semiconductor Industries N.V.'s (AMS:BESI) Prospects As Shares Rocket 25%

BE Semiconductor Industries (AMS:BESI) Is Investing Its Capital With Increasing Efficiency

May 21
BE Semiconductor Industries (AMS:BESI) Is Investing Its Capital With Increasing Efficiency

BE Semiconductor Industries N.V. (AMS:BESI) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

Apr 28
BE Semiconductor Industries N.V. (AMS:BESI) Consensus Forecasts Have Become A Little Darker Since Its Latest Report

It's Unlikely That BE Semiconductor Industries N.V.'s (AMS:BESI) CEO Will See A Huge Pay Rise This Year

Apr 19
It's Unlikely That BE Semiconductor Industries N.V.'s (AMS:BESI) CEO Will See A Huge Pay Rise This Year

What Does BE Semiconductor Industries N.V.'s (AMS:BESI) Share Price Indicate?

Apr 17
What Does BE Semiconductor Industries N.V.'s (AMS:BESI) Share Price Indicate?

BE Semiconductor Industries (AMS:BESI) Is Paying Out Less In Dividends Than Last Year

Apr 04
BE Semiconductor Industries (AMS:BESI) Is Paying Out Less In Dividends Than Last Year

Getting In Cheap On BE Semiconductor Industries N.V. (AMS:BESI) Might Be Difficult

Mar 31
Getting In Cheap On BE Semiconductor Industries N.V. (AMS:BESI) Might Be Difficult

BE Semiconductor Industries (AMS:BESI) Will Pay A Smaller Dividend Than Last Year

Mar 17
BE Semiconductor Industries (AMS:BESI) Will Pay A Smaller Dividend Than Last Year

BE Semiconductor Industries' (AMS:BESI) Dividend Will Be Reduced To €2.15

Mar 03
BE Semiconductor Industries' (AMS:BESI) Dividend Will Be Reduced To €2.15

BE Semiconductor Industries N.V. (AMS:BESI) Analysts Are Pretty Bullish On The Stock After Recent Results

Feb 25
BE Semiconductor Industries N.V. (AMS:BESI) Analysts Are Pretty Bullish On The Stock After Recent Results

Revenue & Expenses Breakdown

How BE Semiconductor Industries makes and spends money. Based on latest reported earnings, on an LTM basis.


Earnings and Revenue History

ENXTAM:BESI Revenue, expenses and earnings (EUR Millions)
DateRevenueEarningsG+A ExpensesR&D Expenses
30 Sep 2461417812269
30 Jun 2458016611864
31 Mar 2459217711759
31 Dec 2357917710656
30 Sep 2355716210457
30 Jun 2360218510157
31 Mar 236542089756
31 Dec 227232419554
30 Sep 227572689349
30 Jun 227962959445
31 Mar 228093129441
31 Dec 217492829336
30 Sep 216872608834
30 Jun 215872108333
31 Mar 214851567932
31 Dec 204341327633
30 Sep 204161217634
30 Jun 203981077635
31 Mar 20366867336
31 Dec 19356817235
30 Sep 19356707235
30 Jun 19383807735
31 Mar 194521098235
31 Dec 185251369035
30 Sep 185861579637
30 Jun 186291819838
31 Mar 1863718610037
31 Dec 175931739336
30 Sep 175331469035
30 Jun 174681108735
31 Mar 17407818235
31 Dec 16375658036
30 Sep 16360587636
30 Jun 16338487739
31 Mar 16333397639
31 Dec 15349497540
30 Sep 15360597539
30 Jun 15392747034
31 Mar 15404816831
31 Dec 14379716527
30 Sep 14343536125
30 Jun 14305366024
31 Mar 14261195624

Quality Earnings: BESI has high quality earnings.

Growing Profit Margin: BESI's current net profit margins (28.9%) are lower than last year (29.1%).


Free Cash Flow vs Earnings Analysis


Past Earnings Growth Analysis

Earnings Trend: BESI's earnings have grown by 11% per year over the past 5 years.

Accelerating Growth: BESI's earnings growth over the past year (9.4%) is below its 5-year average (11% per year).

Earnings vs Industry: BESI earnings growth over the past year (9.4%) exceeded the Semiconductor industry -15.5%.


Return on Equity

High ROE: Whilst BESI's Return on Equity (38.16%) is high, this metric is skewed due to their high level of debt.


Return on Assets


Return on Capital Employed


Discover strong past performing companies

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/01/31 01:27
End of Day Share Price 2025/01/31 00:00
Earnings2024/09/30
Annual Earnings2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

BE Semiconductor Industries N.V. is covered by 30 analysts. 20 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Wim GilleABN AMRO Bank N.V.
James FontanelliArete Research Services LLP
Simon Alexander ColesBarclays