Business Description

Aehr Test Systems, Inc. is a US-based provider of test solutions for testing, burning-in, and stabilizing semiconductor devices. The company's systems are used to test devices in wafer level, singulated die, and package part form. Its products primarily serve manufacturers of artificial intelligence processors, silicon carbide power semiconductors, silicon photonics, and memory integrated circuits.

Financial Statements

In thousands, USD
FY 2026FY 2025FY 2024FY 2023
Total Revenues50,00158,96866,21864,961
Cost of Sales32,35035,03533,67532,215
Gross Profit17,65123,93332,54332,746
Selling, General & Administrative Expenses19,16118,28313,74612,237
Research & Development Expenses12,63310,4638,7197,134
Other Operating Expenses6864
Operating Profit(14,149)(5,677)10,07813,375
Non-Operating Income2,4131,3862,3801,242
Total Non-Operating Income2,4131,3862,3801,242
Income Before Provision for Income Taxes(11,736)(4,291)12,45814,617
Provision for Income Taxes(4,610)(381)(20,698)60
Consolidated Net Income(7,126)(3,910)33,15614,557
Net Income Attributable to Common Shareholders(7,126)(3,910)33,15614,557
Basic EPS-0.23-0.131.150.52
Diluted EPS-0.23-0.131.120.50
Basic Weighted Average Shares Outstanding30,66929,58128,81827,785
Diluted Weighted Average Shares Outstanding30,66929,58129,61729,215
Shares Outstanding32,48029,87728,99528,539
FY 2026FY 2025FY 2024FY 2023
Cash and Cash Equivalents116,35824,52949,15930,054
Short-Term Investments17,853
Total Cash and Cash Equivalents116,35824,52949,15947,907
Accounts Receivable17,47314,1919,79616,594
Total Trade Receivables17,47314,1919,79616,594
Inventories41,35441,99737,47023,908
Other Current Assets9,2638,0611,423621
Total Current Assets184,44888,77897,84889,030
Net Property, Plant & Equipment17,84118,5708,9878,882
Net Intangible Assets9,55210,781
Goodwill10,71910,719
Other Long-Term Assets24,13419,66021,077231
Total Assets246,694148,508127,91298,143
Accounts Payable6,7546,7285,3329,206
Accrued Expenses5,2836,0203,3664,143
Current Portion of Leases626909465137
Unearned Revenue5,1921,9811,3452,822
Total Current Liabilities17,85515,63810,50816,308
Leases9,2569,9215,7326,163
Other Long-Term Liabilities72787972
Total Long-Term Liabilities9,3289,9995,8116,235
Total Liabilities27,18325,63716,31922,543
Common Stock325299289285
Additional Paid-in Capital249,477145,758130,612127,776
Accumulated Other Comprehensive Income(105)(126)(158)(155)
Retained Earnings(30,186)(23,060)(19,150)(52,306)
Total Common Shareholders' Equity219,511122,871111,59375,600
Total Shareholders' Equity219,511122,871111,59375,600
Total Liabilities and Shareholders' Equity246,694148,508127,91298,143
FY 2026FY 2025FY 2024FY 2023
Net Income(7,126)(3,910)33,15614,557
Depreciation & Amortization3,5303,3881,3631,099
Share-Based Compensation Expense6,7615,1622,5182,748
Other Adjustments(4,715)163(20,903)(552)
Changes in Trade Receivables(3,307)(3,037)6,790(3,788)
Changes in Inventories11(2,441)(13,732)(9,469)
Changes in Accounts Payable991(714)(3,891)5,044
Changes in Accrued Expenses1,020(378)(792)528
Changes in Income Taxes Payable58(65)148
Changes in Unearned Revenue3,209143(1,469)369
Changes in Other Operating Activities(3,742)(5,711)(1,298)(533)
Cash from Operating Activities(3,310)(7,400)1,75610,011
Capital Expenditure(2,066)(4,992)(749)(1,362)
Purchases of Investments(33,294)
Proceeds from Sale of Investments18,00016,000
Payments for Business Acquisitions(1,801)(11,075)
Cash from Investing Activities(3,867)(16,067)17,251(18,656)
Issuance of Common Shares99,5951,4091,7359,382
Repurchases of Common Shares(2,384)(784)(1,596)(2,060)
Net Issuance / (Repurchases) of Common Shares97,2116251397,322
Cash from Financing Activities97,2116251397,322
Effect of Exchange Rate Changes on Cash and Cash Equivalents(6)13(41)(37)
Increase / (Decrease) in Cash, Cash Equivalents and Restricted Cash90,028(22,829)19,105(1,360)

Key Metrics & Ratios

MetricValue
Market Cap$3.00B
P/E-401.44x
P/S59.98x
EV/EBITDA-272.38x
Return on Equity-4.2%
Return on Invested Capital-7.7%
Current Ratio10.33x
Free Cash Flow Margin-10.8%

Margins

Gross margin
35.3%
Operating margin
-28.3%
Net margin
-14.3%

Quarterly Trend

QuarterRevenueYoY growthOperating marginOperating income
Q4 2026 $19M +33.7% -6.4% $-1M
Q3 2026 $10M -43.7% -41.0% $-4M
Q2 2026 $10M -26.5% -47.0% $-5M
Q1 2026 $11M -16.4% -37.1% $-4M
Q4 2025 $14M -22.7% $-3M
Q3 2025 $18M -6.1% $-1M
Q2 2025 $13M -11.2% $-2M
Q1 2025 $13M 1.2% $0M

More on Aehr Test Systems, Inc.

Figures compiled from public company filings.

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