BE Semiconductor Industries N.V. Announces Q2-26 and H1-26 Results

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 second quarter and first half year ended June 30, 2026.

Q2-26 Revenue of € 249.9 million grew € 65.0 million, or 35.2%, vs. Q1-26 and € 101.8 million, or 68.7%, vs. Q2-25 due primarily to broad based growth, particularly for hybrid bonding, photonics and datacenter applications and, to a lesser extent, increased demand for mobile applications Orders of € 292.9 million rose 8.6% vs. Q1-26 due primarily to increased demand for datacenter, photonics and AI power management applications. Vs. Q2-25, up 128.8% due to broad based growth, particularly for AI computing applications Gross margin of 65.7% rose 2.2 points vs. Q1-26 and 2.4 points vs. Q2-25 due primarily to a more favorable product mix Net income of € 89.0 million rose 72.5% vs. Q1-26 and 177.3% vs. Q2-25 due to higher revenue, gross margins and cost control efforts. Q2-26 net margin rose to 35.6% vs. 27.9% in Q1-26 and 21.6% in Q2-25 Net cash and deposits grew by 58.8% vs. March 31, 2026 to reach € 164.0 million

Revenue of € 434.7 million increased 48.8% vs. H1-25 due to higher demand for AI computing applications and, to a lesser extent, increased demand for mobile applications Orders of € 562.6 million rose 116.5% vs. H1-25 due to broad based growth across end-user markets with strength in photonics, hybrid bonding and datacenter computing applications Gross margin of 64.7% increased 1.3 points vs. H1-25 primarily due to a more favorable product mix Net income of € 140.6 million grew 121.1% vs. H1-25 due to higher revenue, gross margins and cost control efforts which limited overhead growth. Besi’s net margin grew to 32.3% vs. 21.7% in H1-25

Q3-26 Outlook Revenue expected to increase 10-15% vs. the € 249.9 million reported in Q2-26 Gross margin expected to range between 63-65% vs. the 65.7% realized in Q2-26 due to a less favorable product mix Operating expenses expected to be flat to up 5% vs. the € 55.3 million reported in Q2-26

(€ millions, except EPS) Q2-2026 Q1-2026 Δ Q2-2025 Δ H1-2026 H1-2025 Δ Revenue 249.9 184.9 +35.2% 148.1 +68.7% 434.7 292.2 +48.8% Orders 292.9 269.7 +8.6% 128.0 +128.8% 562.6 259.9 +116.5% Gross Margin 65.7 % 63.5% +2.2 63.3% +2.4 64.7 % 63.4% +1.3 Operating Income 108.8 63.9 +70.3% 43.5 +150.1% 172.7 82.8 +108.6% EBITDA 118.6 73.7 +60.9% 50.9 +133.0% 192.3 97.5 +97.2% Net Income 89.0 51.6 +72.5% 32.1 +177.3% 140.6 63.6 +121.1% Net Margin 35.6 % 27.9% +7.7 21.6% +14.0 32.3 % 21.7% +10.6 EPS (basic) 1.11 0.65 +0.46 0.40 +0.71 1.77 0.80 +0.97 EPS (diluted) 1.11 0.65 +0.46 0.40 +0.71 1.76 0.80 +0.96 Net Cash and Deposits 164.0* 103.3 +60.7 -36.0* +200.0 164.0* -36.0* +200.0 * Reflects cash dividend payments of € 125.4 million and € 172.8 million in Q2-26 and Q2-25, respectively, and the redemption of Besi’s 2029 Convertible Notes in Q2-26.

Besi reported strong second quarter and first half 2026 results as favorable order momentum continued for both our traditional and wafer level assembly systems.