Duiven, the Netherlands, October 22, 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 announced its results for the third quarter and nine months ended September 30, 2026.

Key Highlights Q3-26

• Revenue of € 283.4 million increased by € 33.5 million, or 13.4%, vs. Q2-26 due primarily to increased shipments for datacenter and AI related mainstream computing applications. Up € 150.7 million or 113.6% vs. Q3-25 primarily due to growth in computing end markets with strength in hybrid bonding, photonics and datacenter applications

• Orders of € 342.6 million increased by € 49.7 million, or 17.0%, vs. Q2-26 and € 167.9 million or 96.1%, vs. Q3-25 primarily due to increased orders for hybrid bonding, datacenter and AI related mainstream computing applications

• Besi’s gross margin of 65.2% decreased by 0.5 points vs. Q2-26 but was above prior guidance. It increased 3.0 points vs. Q3-25 due primarily to a more favorable product mix and price increases

• Net income of € 107.2 million increased by 20.4% vs. Q2-26 and 323.7% vs. Q3-25 due to higher revenue levels and disciplined expense management. Similarly, Besi’s net margin increased to 37.8% vs. 35.6% in Q2-26 and 19.0% in Q3-25

• Net cash of € 246.6 million at September 30, 2026, increased by € 82.6 million vs. June 30, 2026, principally due to increased profitability and cash flow from operations

Key Highlights YTD-26

• Revenue of € 718.1 million increased by € 293.1 million, or 69.0%, vs. YTD-25 primarily due to broad-based growth in computing end markets and, to a lesser extent, an increase in mobile shipments.  Growth in computing end markets principally resulted from increased demand for photonics and datacenter applications and, to a lesser extent, hybrid bonding and mainstream electronics demand

• Orders of € 905.2 million rose € 470.6 million, or 108.3%, vs. YTD-25 due to growth across all end-user markets with strength in hybrid bonding, photonics and datacenter applications

• Besi’s gross margin of 64.9% increased by 1.8 points vs. YTD-25 primarily due to a more favorable product mix and the pass through of price increases to help offset higher supply chain costs

• Net income of € 247.8 million increased by € 159.0 million, or 179.1%, vs. YTD-25 primarily due to significantly higher revenue, higher gross margins and cost control efforts which limited operating expense development. Similarly, Besi’s net margin increased to 34.5% vs. 20.9% in YTD-25

Q4-26 Outlook  

• Revenue expected to be flat to +/-5% vs. the € 283.4 million in Q3-26 as certain customers request delivery dates for Q3-26 orders in alignment with H1-27 production capacity plans

• Gross margin expected to range between 63-65% vs. the 65.2% realized in Q3-26

• Operating expenses expected to increase by 5-10% vs. the € 55.1 million reported in Q3-26 due primarily to higher strategic consulting costs

For the full press release, please download the PDF file.