Riber (ALRIB) Q4 2025 TU earnings summary

Executive summary

• Full-year 2025 revenues reached €40.3 million, aligning with guidance and reflecting strong production system activity and the initial rollout of the ROSIE platform.

• The order book at year-end 2025 stood at €26.9 million, up 24% year-over-year, indicating robust future demand.

Financial highlights

• Total revenues for 2025 were €40.3 million, a slight decrease of 2% compared to 2024.

• MBE systems revenues were stable at €30.9 million, with 12 machines invoiced, including 9 production systems and the first ROSIE platform.

• Services and accessories revenue was €9.4 million, down 8% year-over-year, but showed an 8.5% recovery in the second half.

• European revenue share increased to 45.1%, while Asia declined to 39.7% and North America rose to 15.2%.

Outlook and guidance

• Anticipates continued strong demand in 2026, driven by MBE production systems for quantum dot lasers and the ramp-up of the ROSIE platform.

• Expects revenue growth in 2026, contingent on export license approvals.

• Key milestones include manufacturing the ROSIE 2 dual-chamber version and delivering BTO/STO thin film samples.