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Suess MicroTec AG Earnings Calls
| Release date | May 07, 2026 |
| EPS estimate | $0.447 |
| EPS actual | $0.150 |
| EPS Surprise | -66.43% |
| Revenue estimate | 116.255M |
| Revenue actual | 99.94M |
| Revenue Surprise | -14.03% |
| Release date | Mar 30, 2026 |
| EPS estimate | $0.377 |
| EPS actual | $0.599 |
| EPS Surprise | 59.10% |
| Revenue estimate | 124.907M |
| Revenue actual | 139.532M |
| Revenue Surprise | 11.71% |
| Release date | Nov 06, 2025 |
| EPS estimate | $0.649 |
| EPS actual | $0.562 |
| EPS Surprise | -13.41% |
| Revenue estimate | 122.852M |
| Revenue actual | 138.163M |
| Revenue Surprise | 12.46% |
| Release date | Aug 06, 2025 |
| EPS estimate | $0.87 |
| EPS actual | $0.97 |
| EPS Surprise | 11.16% |
| Revenue estimate | 127.39M |
| Revenue actual | 168.659M |
| Revenue Surprise | 32.40% |
Last 4 Quarters for Suess MicroTec AG
Below you can see how SESMF performed 4 days prior and 4 days after releasing the earnings report. Also, you can see the pre-estimates and the actual earnings. This information can give you a slight idea of what you might expect for the next quarter's release.
| Release date | Aug 06, 2025 |
| Price on release | $36.20 |
| EPS estimate | $0.87 |
| EPS actual | $0.97 |
| EPS surprise | 11.16% |
| Date | Price |
|---|---|
| Jul 31, 2025 | $44.54 |
| Aug 01, 2025 | $36.20 |
| Aug 04, 2025 | $36.20 |
| Aug 05, 2025 | $36.20 |
| Aug 06, 2025 | $36.20 |
| Aug 07, 2025 | $35.00 |
| Aug 08, 2025 | $44.54 |
| Aug 11, 2025 | $35.00 |
| Aug 12, 2025 | $35.00 |
| 4 days before | -18.72% |
| 4 days after | -3.31% |
| On release day | -3.31% |
| Change in period | -21.42% |
| Release date | Nov 06, 2025 |
| Price on release | $31.50 |
| EPS estimate | $0.649 |
| EPS actual | $0.562 |
| EPS surprise | -13.41% |
| Date | Price |
|---|---|
| Oct 31, 2025 | $31.00 |
| Nov 03, 2025 | $33.00 |
| Nov 04, 2025 | $31.20 |
| Nov 05, 2025 | $31.50 |
| Nov 06, 2025 | $31.50 |
| Nov 07, 2025 | $35.50 |
| Nov 10, 2025 | $38.20 |
| Nov 11, 2025 | $40.00 |
| Nov 12, 2025 | $40.00 |
| 4 days before | 1.61% |
| 4 days after | 26.98% |
| On release day | 12.70% |
| Change in period | 29.03% |
| Release date | Mar 30, 2026 |
| Price on release | $56.00 |
| EPS estimate | $0.377 |
| EPS actual | $0.599 |
| EPS surprise | 59.10% |
| Date | Price |
|---|---|
| Mar 24, 2026 | $65.80 |
| Mar 25, 2026 | $69.74 |
| Mar 26, 2026 | $64.90 |
| Mar 27, 2026 | $62.50 |
| Mar 30, 2026 | $56.00 |
| Mar 31, 2026 | $58.05 |
| Apr 01, 2026 | $58.05 |
| Apr 02, 2026 | $58.40 |
| Apr 06, 2026 | $58.40 |
| 4 days before | -14.89% |
| 4 days after | 4.29% |
| On release day | 3.66% |
| Change in period | -11.25% |
| Release date | May 07, 2026 |
| Price on release | $93.50 |
| EPS estimate | $0.447 |
| EPS actual | $0.150 |
| EPS surprise | -66.43% |
| Date | Price |
|---|---|
| May 01, 2026 | $89.10 |
| May 04, 2026 | $89.63 |
| May 05, 2026 | $92.00 |
| May 06, 2026 | $93.50 |
| May 07, 2026 | $93.50 |
| May 08, 2026 | $93.50 |
| May 11, 2026 | $101.80 |
| May 12, 2026 | $100.25 |
| May 13, 2026 | $99.50 |
| 4 days before | 4.94% |
| 4 days after | 6.42% |
| On release day | 0% |
| Change in period | 11.67% |
Suess MicroTec AG Earnings Call Transcript Summary of Q1 2026
Key points for investors:
- Strong order momentum: Q1 order intake was a record EUR 149.3m (book-to-bill 1.73). Order strength was broad across customers, applications and regions (notably Europe and North America improved; China is returning). The order book stood at EUR 330.1m at quarter end, with ~EUR 300m in tool orders.
- Revenue and seasonality: Q1 revenue of EUR 86.5m was the expected low point (reflects lower order intake from summer 2025 and ~6 month lead times). Management expects sequential sales improvement through 2026.
- Backlog visibility and conversion: Management expects ~EUR 255m of current tool orders to convert to sales in 2026; ~EUR 45m is scheduled beyond 2026 (supporting early 2027 backlog).
- Profitability & guidance: Gross margin around 36% (guidance corridor 35–37%); Q1 EBIT depressed by fixed-cost underabsorption. Company confirms full-year guidance: sales EUR 425–485m and EBIT margin 8–10% (gross margin broadly stable). Management expects EBIT margin to improve as coverage rises.
- Segment highlights & product mix risk: Advanced Backend Solutions saw strong bonder order intake but Q1 sales were weak (bonding down 65% YoY), producing an unfavorable mix and pressure on profitability. Photomask Solutions saw ~EUR 50m order intake (improvement; ~1/3 from China) but Q1 sales were lower. New / next‑gen product launches (mid‑end cleaner, MaskTrack Smart, next‑gen UV panel scanner, GreenTech) may contribute more in 2027+, though timing and ramp risks remain.
- Capacity and execution: Management is ramping flexible manufacturing capacity (Taiwan and Germany) and hiring flex labor to meet demand; they report ability to accept more orders for 2026 and expect to fulfill them.
- Cash & balance sheet: Cash increased to EUR 120.9m; free cash flow improved to EUR 23.2m in Q1. Inventory rose (WIP) as tools are being built; equity ratio ~60.7%.
- Risks & unknowns: Order composition includes more long‑dated orders into 2027, so current order intake does not fully guarantee 2026 revenue. Geopolitical and input-price pressures exist (some supplier price inflation), and product launch execution/timing remain key uncertainties.
Overall: Investors should view Q1 as evidence of resurgent demand and improved order visibility, but near‑term revenue will be lumpy due to product mix and timing; management is reaffirming its full‑year guidance while highlighting backlog conversion and execution as the drivers to watch.
