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BE Semiconductor Industries N.V. Earnings Release 2025
3819_rns_2026-01-12_fcc1cd01-044e-4a76-a74e-8862eeca7b43.pdf
Earnings Release
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PRESS RELEASE
BE Semiconductor Industries N.V. Announces Trading Update
Preliminary Q4-25 Orders Up 43% vs. Q3-25
Duiven, the Netherlands, January 12, 2026 - BE Semiconductor Industries N.V. ("the Company" or "Besi"), (Euronext Amsterdam: BESI; OTC Markets: BESIY), a leading manufacturer of assembly equipment for the semiconductor industry, today provided a trading update for the fourth quarter ended December 31, 2025.
Preliminary unaudited orders for Q4-25 reached approximately € 250 million, an increase of approximately € 75 million, or 43%, versus Q3-25 and an increase of 105% versus Q4-24. For the second half of 2025, orders were approximately € 425 million, an increase of 63% versus the first half of 2025.
Order strength in Q4-25 versus Q3-25 was principally due to a broad-based increase in bookings by Asian subcontractors for 2.5D data center applications and renewed capacity purchases by leading photonics customers. The increase also reflected the receipt of anticipated hybrid bonding orders during the quarter.
In addition, revenue, gross margin and operating expenses for Q4-25 are anticipated to be at the favorable end of prior guidance. Besi will report its full results for the fourth quarter and full year ended December 31, 2025 on February 19, 2026.
About Besi
Besi is a leading manufacturer of assembly equipment supplying a broad portfolio of advanced packaging solutions to the semiconductor and electronics industries. We offer customers high levels of accuracy, reliability and throughput at a lower cost of ownership with a principal focus on wafer level and substrate assembly solutions. Customers are primarily leading semiconductor manufacturers, foundries, assembly subcontractors and electronics and industrial companies. Besi's ordinary shares are listed on Euronext Amsterdam (symbol: BESI). Its Level 1 ADRs are listed on the OTC markets (symbol: BESIY) and its headquarters are located in Duiven, the Netherlands. For more information, please visit our website at www.besi.com.
Contacts:
Richard Blickman, President & CEO Andrea Kopp-Battaglia, SVP Finance Claudia Vissers, Executive Secretary/IR coordinator Edmond Franco, VP Corporate Development/US IR coordinator Tel. (+31) 26 319 4500 [email protected]