BESI Q3 Revenue €283.4 Mln

By Reuters News

- BE Semiconductor Industries NV BESI.AS:

  • €100 MILLION SHARE REPURCHASE PROGRAM INITIATED

  • Q3 REVENUE OF € 283.4 MILLION

  • Q4 OUTLOOK: REVENUE EXPECTED TO BE FLAT TO +/-5%

  • Q3 NET INCOME EUR 107.2 MILLION

  • Q3 ORDERS OF € 342.6 MILLION

  • Q4 OUTLOOK: GROSS MARGIN EXPECTED TO RANGE BETWEEN 63-65%

  • Q3 GROSS MARGIN 65.2%

  • END-Q3 NET CASH AT EUR 246.6 MILLION

  • Q4 OUTLOOK: OPERATING EXPENSES EXPECTED TO INCREASE BY 5-10%

  • SEVERE MEMORY SHORTAGES THIS YEAR HAVE EXTENDED USE OF LOWER STACK HEIGHTS IN CURRENT HBM PRODUCTION BEYOND PRIOR EXPECTATIONS

  • SHARE REPURCHASE PROGRAM EFFECTIVE OCTOBER 27, 2026

  • SHARE REPURCHASE PROGRAM EXPECTED TO BE COMPLETED BY OCTOBER 2027

  • FAVORABLE ORDER MOMENTUM IN FIRST NINE MONTHS OF THIS YEAR SHOULD CONTINUE IN Q4-26 AS MULTI YEAR AI CAPACITY BUILD-OUT PROGRESSES

Further company coverage: BESI.AS

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