BE Semiconductor Industries NV BESI header image

BE Semiconductor Industries NV BESI

BESI

Equity

ISIN NL0012866412 / Valor 41641428

Euronext - Euronext Amsterdam (2025-02-21)
EUR 119.70+2.31%

BE Semiconductor Industries NV BESI
UMushroom community rating:

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About company

BE Semiconductor Industries N.V. (Besi) is a prominent player in the semiconductor industry, specializing in the development of advanced assembly processes and equipment. The company caters to a broad spectrum of end-user markets, including electronics, mobile internet, cloud server, computing, automotive, industrial, LED, and solar energy sectors. Besi's expertise spans across various packaging applications such as leadframe, substrate, and wafer level packaging. This diverse range of applications underscores the company's role in addressing the evolving needs of the semiconductor industry, positioning it as a key supplier of assembly solutions that facilitate the integration and performance of semiconductor devices across multiple technological platforms and applications.

Summarized from source with an LLMView SourceSector: Technology

Latest Results (18.12.2024):

Revenue Growth

BE Semiconductor Industries N.V. (Besi) reported a revenue of €156.6 million for Q3-24, marking a 27.0% increase compared to Q3-23. This growth was driven by heightened demand in computing end-user markets, particularly for hybrid bonding, photonics, and AI applications, despite ongoing challenges in the automotive and Chinese markets.

Order Increase

In Q3-24, Besi recorded orders totaling €151.8 million, which is a 19.2% rise compared to Q3-23. This increase is attributed to a surge in hybrid bonding orders, although there was an 18.0% decline from Q2-24 due to fluctuations in customer order patterns.

Net Income and Margin

Besi's net income for Q3-24 was €46.8 million, reflecting a 33.7% increase from Q3-23. The net margin improved to 29.9%, up from 28.4% in the same quarter of the previous year, primarily due to higher revenue and effective cost management.

Year-to-Date Performance

For the year-to-date period ending in Q3-24, Besi achieved a revenue of €454.1 million, an 8.3% increase from YTD-23. This growth was mainly driven by demand in computing markets, particularly for hybrid bonding and photonics, despite weaknesses in mobile and automotive sectors.

Q4-24 Outlook

Besi anticipates Q4-24 revenue to be flat, with a possible variation of plus or minus 10% compared to Q3-24's €156.6 million. This outlook considers potential shipment delays for certain hybrid bonding systems. The gross margin is expected to range between 63-65%, with operating expenses projected to remain flat or increase by up to 5% from Q3-24.

Summarized from source with an LLMView Source

Key figures

-23.1%1Y
66.6%3Y
210%5Y

Performance

50.1%1Y
47.8%3Y
47.8%5Y

Volatility

Market cap

11275 M

Market cap (USD)

Daily traded volume (Shares)

888,754

Daily traded volume (Shares)

1 day high/low

134.35 / 132.1

1 day high/low (USD)

52 weeks high/low

0.00 / 0.00

52 weeks high/low (USD)

Dividend ex-date

01 January, 2022

Dividend ex-date

Dividend

0.00

Dividend (USD)

Dividend yield (p.a.)

0.00%

Dividend yield (p.a.)

0.002022
0.002023
0.002024

Est dividend (USD)

0.00%2022
0.00%2023
0.00%2024

Est dividend yield

P/E ratio

10.00

P/E ratio

00.002022
00.002023
00.002024

Est P/E ratio

EPS

0.00

EPS (USD)

0.002022
0.002023
0.002024

Est EPS (USD)

Ratings & reviews

star star star star star

4.50

6 votes
Performance:
starstarstarstarstar
4.67
Innovation:
starstarstarstarstar
4.50
Society:
starstarstarstarstar
4.17
Nature:
starstarstarstarstar
4.33
Atanas WI Atanasov
Switzerland, 02 Apr 2024
star star star star star
Semiconductors will always be needed. Solid company to invest.
Threeabv Production
Switzerland, 28 Feb 2024
star star star star star
Skyrocket
Atanas WI Atanasov
Switzerland, 28 Feb 2024
star star star star star
Innovative contributions to the semiconductor industry, exceptional expertise, and a commitment to quality.

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