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SÜSS MicroTec (SMHN) investor relations material
SÜSS MicroTec Q3 2025 TU earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 TU earnings summary28 Oct, 2025
Q3 2025 preliminary results and margin pressures
Q3 sales declined to €118 million, above last year's Q3 but below previous quarters; order intake fell to €70 million, continuing a downward trend.
Gross profit margin dropped to 33.1%, a 6% year-on-year decrease and below the consensus of 38.1%; EBIT margin fell to 10.5%, underperforming the consensus of 12.5%.
Margin pressure was driven by double rent and relocation costs for the new Taiwan site, lower fixed cost coverage due to reduced volume, and an unfavorable product/customer mix.
Q3 saw a high concentration of low-margin photomask tools, higher-than-expected production costs for projection scanners, and fewer high-margin bonded sales.
Strict cost management and potential cost base reductions are planned due to low Q3 order intake.
Updated guidance and outlook
Full-year 2025 sales guidance maintained at €470–510 million; sales for the first three quarters totaled €384.4 million.
Gross profit margin guidance lowered to 35–37% (from 37–39%) and EBIT margin to 11–13% (from 13–15%).
No major margin recovery expected in Q4; similar product mix and some profitable projects pushed to Q1 2026.
OPEX in Q3 was $26.5 million, expected to remain at this level in the near term, with double rent costs to be reduced after Q1 2026.
Cost-saving programs are underway, including reductions in flexible labor and a hiring freeze; further structural measures are being considered.
Order intake and market trends
Q3 order intake was €70 million, mainly from long-term customers for coating systems; no large photomask equipment orders yet, but expected in Q4.
All new orders in Q3 are for 2026 delivery due to lead times; backlog execution has accelerated, resulting in a book-to-bill ratio below one.
Q4 order intake is expected to improve, potentially exceeding €100 million, with a typical seasonal spike anticipated.
Market recovery signs observed in advanced packaging and memory, with customers increasing activity and preparing for HBM4 demand.
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Next SÜSS MicroTec earnings date
Q3 20256 Nov, 2025
Next SÜSS MicroTec earnings date
Q3 20256 Nov, 2025
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Frequently asked questions
SÜSS MicroTec SE is a supplier of equipment and process solutions for the semiconductor industry's microstructuring applications. The company's product portfolio encompasses a wide range of solutions, including backend lithography, wafer bonding, and photomask processing. These offerings cater to the critical steps in semiconductor manufacturing, enabling the production of advanced microelectronics and microelectromechanical systems. The company is headquartered in Garching bei München, Germany on the ETR.
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