SUSS MicroTec SE (SMHN) Earnings Call Transcripts

SUSS MicroTec SE's Latest Earnings Call - March 30, 2026

In the fiscal year 2025, SUSS MicroTec SE reported record revenue of EUR 503 million, marking a significant increase from EUR 300 million two years prior. However, net profit fell to EUR 46.1 million from EUR 110 million in 2024, primarily due to a one-time gain from the sale of the MicroOptics business last year. For 2026, management provided guidance for revenue between EUR 425 million and EUR 485 million, indicating a decline of approximately 9.6% at the midpoint, alongside a stable gross profit margin forecast of 35% to 37%.

Reported metrics

Guidance from management

For 2026, SUSS MicroTec expects revenue between EUR 425 million and EUR 485 million, with a stable gross profit margin of 35% to 37% and a declining EBIT margin of 8% to 10%.

What management said

Janardan, that's a really good question. And of course, you are spot on. We see really us hitting in Q1 as a low point of the effects we saw last year. Remember, we had a 3-quarter declining order intake, and it started showing, of course, in the last quarter of last year, and it will extend into the first quarter. However, this is offset, of course, with a reverse trend in order intakes, which, of course, will take ...

I see that as an opportunity because we are local at the doorstep of Taiwan with our main production site. That's, by the way, also where we are developing our next-generation EUV scanner also in Taiwan. So in that sense, you could even call us a local company. But at least on those products we are designed in, I think we have a fairly solid position.

What analysts pressed on

Analysts expressed concerns about the sustainability of order intake momentum and the impact of declining revenue on profitability. There were questions regarding the visibility of future demand and the potential effects of geopolitical factors on sales.

Main topics on the call

• Record Revenue Achievement — SUSS MicroTec achieved a record revenue of EUR 503 million in 2025, exceeding EUR 0.5 billion for the first time. CEO Burkhardt Frick stated, "We are a growth company, and we intend to resume this growth in the midterm."
• Decline in Net Profit — Net profit decreased to EUR 46.1 million from EUR 110 million in 2024, largely due to a significant one-time gain from the previous year. CFO Cornelia Ballwießer noted, "The decline in the second half of the year is not ...
• Guidance for 2026 — Management provided a revenue guidance range of EUR 425 million to EUR 485 million for 2026, indicating a decline from 2025. Frick emphasized, "2026 will be a transition year. After that, we expect to resume our growth p...
• Strong Order Intake in Q4 — SUSS reported an order intake of EUR 117.5 million in Q4 2025, reversing a negative trend from earlier quarters. Frick stated, "This positive momentum has continued into the first quarter of 2026."

Read the full SUSS MicroTec SE transcript (March 30, 2026) → Summary generated from the call transcript; every figure above is stated by management on the record.

Earnings Call History

EarningsCalls.dev has 10 SUSS MicroTec SE earnings call transcripts on record, spanning August 6, 2020 to August 6, 2026. Based on this history, SUSS MicroTec SE reports annually. The most recent call on file is dated August 6, 2026. The full list is below — each row opens the complete, free-to-read transcript.

Ticker

SMHN

Exchange

XTRA

Country

DE

Sector

Information Technology

Industry

Semiconductors and Semiconductor Equipment

Calls on record

10

First call

August 6, 2020

Most recent

August 6, 2026

Reporting cadence

annually