BE Semiconductor Industries NV

BESI: XAMS (NLD)

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Besi Earnings: Order Momentum Keeps Building and Growth Broadens Across End Markets

Javier Correonero

Jul 23, 2026

Besi’s second-quarter results were in line with guidance, while third-quarter revenue guidance of EUR 281 million was 12% ahead of FactSet consensus. The stock reaction was muted given semiconductor sentiment has cooled off since June, and Besi shares have run 60% year to date.

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BE Semiconductor Industries NV

Besi Earnings: Order Momentum Keeps Building and Growth Broadens Across End Markets

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