on SÜSS MicroTec AG (ETR:SMHN)
SUSS MicroTec: Record Order Book Amid Continued Growth
SUSS MicroTec reported strong results for the first nine months of 2026, with a record order intake reaching €601 million. The robust third-quarter order intake of €223.5 million has boosted the order book, providing enhanced visibility for years 2027 and 2028. The Advanced Packaging sector, particularly AI chip module coating solutions, remains the company's primary growth driver.
Proactive measures to strengthen the supply chain include relocating production activities to Taiwan and Germany, along with establishing additional supplier relationships. However, temporary supply constraints have shifted some revenue recognition into future periods. For the first nine months, SUSS achieved group sales of €299.8 million with a gross profit margin at 37.0% and an EBIT margin of 6.1%.
The company is preparing its manufacturing network in anticipation of continued growth, expecting revenue to increase significantly from these strategic moves. The future outlook remains positive, as the expansion of production sites and product innovations enhance operational efficiency.
R. E.
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