BE Semiconductor Industries NV

BESI: XAMS (NLD)

Morningstar Rating for Stocks	Fair Value	Economic Moat	Capital Allocation
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Besi Earnings: Quiet Quarter, but Loud Outlook; Order Book Ramping Up

Javier Correonero

Jul 24, 2025

Besi met second-quarter guidance and delivered a bullish outlook, expecting a “significant increase” in orders for the second half as artificial intelligence infrastructure spending keeps expanding and advanced packaging becomes essential to achieve system differentiation.

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BE Semiconductor Industries NV

Besi Earnings: Quiet Quarter, but Loud Outlook; Order Book Ramping Up

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