BE Semiconductor Industries N.V.

BE Semiconductor Industries N.V.

167.00
EUR
+10.65
(+6.81%)
2.68EPS
105.30P/E
22.67BMarket Cap
Oct 22Next Earn
2013 Y
2014 Y
2015 Y
2016 Y
2017 Y
2018 Y
2019 Y
2020 Y
2021 Y
2022 Y
2023 Y
2024 Y
2025 Y
TTM
Revenue per Share
3.41
5.05
4.6
4.99
7.94
7.06
4.89
5.98
9.82
9.11
7.47
7.7
7.47
9.44
Basic EPS, GAAP
0.21
0.94
0.65
0.87
2.32
1.83
1.12
1.82
3.7
3.03
2.28
2.31
1.66
2.71
Free Cash Flow per Basic Share
0.14
0.85
1.07
1.22
2.16
2.32
1.47
1.99
3.64
3.43
2.69
2.55
2.25
2.71
Dividend per Share
0.15
0.17
0.75
0.6
0.87
2.34
1.68
1.01
1.7
3.4
2.87
2.17
2.18
- -
Book Value per Share
3.52
4.34
4.37
4.6
5.82
5.06
4.13
5.09
7.94
8.01
5.47
6.32
5.25
7.23
Tangible Book Value per Share
2.46
3.21
3.23
3.48
4.77
3.92
2.92
3.79
6.48
6.39
3.67
4.52
3.37
5.33
Basic Weighted Avg Shares
75
75
76
75
75
74
73
73
76
79
78
79
79
79
Sales/Revenue/Turnover
255
379
349
375
593
525
356
434
749
723
579
607
591
749
Operating Margin (%)
7.4
19.03
16.58
20.02
35.33
32.88
25.81
34.56
42.38
40.69
36.86
32.2
29.27
36.36
Depreciation Expense
9
10
15
15
13
15
20
19
18
23
26
29
34
37
Net Income, GAAP
16
71
49
65
173
136
81
132
282
241
177
182
132
215
Effective Tax Rate (%)
15.79
0.27
14.27
11.23
13.08
12.06
- -
3.81
7.05
12.65
14.74
3.46
14.49
13.78
Profit Margin (%)
6.28
18.71
14.03
17.38
29.18
25.94
22.83
30.5
37.69
33.29
30.59
29.96
22.26
28.76
Working Capital
159
217
231
363
616
503
464
654
749
793
551
831
703
699
LT Debt
3
3
13
123
267
272
285
407
309
337
312
538
518
356
Total Equity
264
329
332
345
434
372
299
371
619
629
421
501
416
573
Return on Invested Capital (%)
5.47
22.89
14.2
15.91
29.92
21.78
- -
20.82
33.75
26.33
20.81
20.71
14.69
23.53
Return on Capital (%)
5.69
22.58
14.12
15.73
29.71
21.26
- -
20.99
34.17
26.41
21.85
22.17
15.43
24.91
Return on Common Equity (%)
6.08
24.02
14.89
19.35
44.5
33.8
24.25
39.5
57.03
38.57
33.73
39.45
28.69
39.65

Capital Structure

EUR

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
ST Debt
3
- -
2
LT Borrowings
507
508
345
LT Finance Leases
11
11
11
Preferred Equity and Hybrid Capital
- -
- -
- -
Shares Outstanding
79
79
79
Market Capitalization
10,473
13,710
22,667

Working Capital

EUR

•

in mil. unless spec.
Dec'25
Mar'26
Jun'26
Total Current Assets
857
943
912
Cash, Cash Equivalents & STI
373
361
349
Accounts Receivable, Net
174
186
254
Inventories
104
113
117
Total Current Liabilities
154
199
213
Payables & Accruals
- -
- -
- -
ST Debt
3
- -
2
Deferred Revenue
- -
- -
- -

Growth Rates

EUR

•

in mil. unless spec.

(avg. rate of change)

10 years
5 years
1 year
Total Equity
5.74%
7.48%
-16.93%
Free Cash Flow
14.52%
10.4%
-11.41%
Net Income, GAAP
24.69%
9.48%
-27.67%
Sales/Revenue/Turnover
9.52%
10.33%
-2.66%
Total Cash Common Dividend
26.52%
28.95%
0.74%

Quarterly Revenue

EUR

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
146
151
157
153
607
2025
144
148
- -
166
591
2026
185
250
- -
- -
- -

Quarterly Earnings Per Share

EUR

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
0.44
0.53
0.59
0.75
2.31
2025
0.4
0.4
- -
0.54
1.66
2026
0.65
1.11
- -
- -
- -

Quarterly Dividends Per Share

EUR

•

in mil. unless spec.

Year

Q1
Q2
Q3
Q4
FY
2024
- -
- -
- -
- -
2.17
2025
- -
- -
- -
- -
2.18
2026
- -
- -
- -
- -
- -

Company Description

CEO
Richard W. Blickman
Full Time Employees
1,856
Sector
Producer manufacturing
Industry
Industrial machinery
Address
Ratio 6 Duiven GE Netherlands 6921 RW
IPO Date
Dec 4, 1995
Website
besi.com
Business
BE Semiconductor Industries N.V. (Besi) develops, manufactures, markets, sells and services semiconductor assembly equipment for leadframe, substrate and wafer level packaging applications serving the global semiconductor and electronics industries. The company offers die attach equipment including single chip, multi chip, multi module, flip chip, thermal compression bonding, fan out wafer level packaging, hybrid and embedded bridge die bonding systems and die sorting systems; packaging equipment encompassing conventional, ultra thin and wafer level molding, trim and form, and singulation systems under the Fico brand; plating equipment such as tin, copper, precious metal and solar plating systems together with related process chemicals; and services comprising tooling, conversion kits, spare parts and other support for its installed customer base. Besi operates through three segments--Die Attach, Packaging, and Plating--and supplies multinational chip manufacturers, assembly subcontractors, electronics and industrial companies with high accuracy, reliability and throughput equipment at low cost of ownership targeting end-user markets including electronics, mobile internet, cloud server, computing, automotive, industrial, LED and solar energy. Founded in 1995 and headquartered in Duiven, the Netherlands, Besi maintains a global presence with eight development and production facilities across Asia and Europe plus 13 sales and service offices in Europe, Asia and North America; approximately 66% of its 1,870 employees as of end-2023 are based in Asia. Principal brand names include Datacon, Esec, Fico and Meco. In recent developments, Besi reports sequential Q2-25 revenue growth of 2.8% to €148.1 million driven by higher die attach shipments for computing alongside increased hybrid bonding demand, completes its €100 million share repurchase program in October 2025 and initiates a new €60 million buyback, and anticipates significant Q3-25 order increases for hybrid bonding systems and die attach for AI-related 2.5D computing including shipments of its advanced TCB Next system in Q4-25 amid expanded capex by industry leaders for AI infrastructure, co-packaged optics and HBM4 memory.

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