NASDAQ$AEHR

Aehr Test System · Q2 2023 earnings

Q2 2023 earnings · · Investor relations

Briefing

Reported a 54% year-over-year revenue increase in the second quarter of fiscal year 2023, driven by strong semiconductor test and burn-in sales for electric vehicles and added two new silicon carbide customers.

Aehr Test Systems reported a strong second quarter in fiscal 2023, with revenue up 54% year-over-year to $14.8 million and GAAP net income of $3.7 million, or $0.13 per diluted share. The company's growth was fueled by increased demand for silicon carbide semiconductors in the electric vehicle market, and the addition of two new silicon carbide customers.

  • Net sales were $14.8 million, up 54% from $9.6 million in the second quarter of fiscal 2022.
  • GAAP net income was $3.7 million, or $0.13 per diluted share, compared to GAAP net income of $717,000, or $0.03 per diluted share, in the second quarter of fiscal 2022.
  • Non-GAAP net income was $4.5 million, or $0.16 per diluted share, compared to non-GAAP net income of $1.4 million, or $0.05 per diluted share, in the second quarter of fiscal 2022.
  • Bookings were $10.8 million for the quarter ended November 30, 2022.

Headline financials

Total Revenue

$14.8M

Previous: $9.61M+54.1%
EPS (adj)

$0.16

Previous: $0.05+220.0%
Capital Expenditures

-$99K

Previous: -$132K+25.0%
Free Cash Flow

$3.63M

Previous: $585K+519.8%
Net Income

$3.73M

Previous: $717K+419.5%
Operating Income

$3.49M

Previous: $717K+386.1%
Gross Profit

$7.91M

Previous: $4.52M+75.1%
Cash & Equivalents

$18.9M

Previous: $35M-46.1%
Total Assets

$67.5M

Previous: $58.2M+16.1%
Stock-Based Comp

$793K

Previous: $718K+10.4%

Revenue & EPS history

Aehr · Revenue · Quarterly

$14.8M

Q2 2023+54.1%vs Q2 2022
Beat estimate in 10 of 15 quarters(67%)
ActualEstimate

Forward guidance

Aehr Test Systems reiterates its fiscal year 2023 revenue guidance of $60 million to $70 million and expects bookings to grow faster than revenues.

Tailwinds

  • Reiterating revenue guidance for total revenue to be $60 million to $70 million.
  • Expecting strong profit margins similar to last fiscal year.
  • Expecting bookings to grow faster than revenues in fiscal 2023.
  • Ramp in demand for silicon carbide in electric vehicles increases exponentially throughout the decade.
  • Optimistic for a strong second half of this fiscal year and believe the momentum will continue into our fiscal 2024.

Historical earnings impact

How earnings announcements have historically affected this stock's price.

Avg. return before/after earnings

Based on 19 quarterly earnings reports · overlaid with Q2 2023

Historical avgQ2 2023

+3.2%

Avg return

Earnings day

+4.5%

Avg return

5 days after

+4.9%

Avg return

30 days after

58%

37 / 64 earnings

Positive

+42.0%

Q4 2022

Best reaction

-28.9%

Q2 2025

Worst reaction

Earnings price reactions
QuarterReport dateReaction (Day 0)+5 days+30 days
Q3 2026+25.5%+26.3%
Q2 2026+15.9%+9.3%+5.8%
Q1 2026-16.9%-25.8%-25.2%
Q4 2025+1.4%+8.7%+36.1%
Q3 2025+29.2%+22.4%+24.6%
Q2 2025-28.9%-24.0%-37.6%
Q1 2025+21.1%+10.1%-9.3%
Q4 2024+25.4%+23.0%+8.8%
Q3 2024-0.9%+0.6%-1.6%
Q2 2024-15.5%-20.6%-23.5%
Q1 2024-14.4%-11.0%-45.7%
Q4 2023+22.7%+26.8%+14.5%
Q3 2023-18.0%-20.7%-34.6%
Q2 2023+27.4%+61.6%+100.0%
Q1 2023+20.0%+9.9%+36.0%
Q4 2022+42.0%+37.5%+108.5%
Q3 2022-5.8%-6.8%-27.1%
Q2 2022-20.9%-25.5%-40.4%
Q1 2022+32.9%+21.3%+69.6%
Q4 2021+20.1%+106.4%+100.4%
Q3 2021-3.2%-7.7%-7.3%
Q2 2021-14.6%-14.6%+3.2%
Q1 2021+6.3%-2.8%-9.0%
Q4 2020+2.0%+2.4%+0.5%
Q3 2020-18.2%-16.4%+5.7%
Q2 2020-5.0%-7.5%+0.0%
Q1 2020-1.8%+3.6%-1.2%
Q4 2019-5.4%-10.7%-20.8%
Q3 2019+17.5%+15.6%+7.1%
Q2 2019-4.7%-18.8%-12.8%
Q1 2019-8.3%-11.2%-19.0%
Q4 2018+1.1%-4.5%-10.1%
Q3 2018+6.2%+2.2%+4.5%
Q2 2018+13.3%+4.6%-11.6%
Q1 2018+29.0%+18.9%+11.7%
Q4 2017+7.9%+6.6%-23.0%
Q3 2017-8.0%-15.3%-12.6%
Q2 2017+0.9%+2.2%-0.9%
Q1 2017+7.0%+0.0%+10.0%
Q4 2016+8.3%+3.6%+16.1%
Q3 2016+7.1%
Q2 2016-17.6%
Q1 2016+9.3%
Q4 2015+1.4%
Q3 2015-7.0%
Q2 2015-4.7%
Q1 2015-3.5%
Q4 2014+9.0%
Q3 2014-4.8%
Q2 2014+2.8%
Q1 2014+15.9%
Q4 2013-4.0%
Q3 2013-1.8%
Q2 2013-6.7%
Q1 2013-4.5%
Q4 2012+0.0%
Q3 2012+0.8%
Q3 2011+0.8%
Q2 2012+5.3%
Q2 2011+5.3%
Q1 2012+2.5%
Q1 2011+2.5%
Q4 2010+2.5%
Q3 2010+4.2%

Discussion

Share your read of this quarter. Sign-in carries your eToro identity.

Join the conversation

Sign in with eToro to post your read of this quarter and vote on others'.

Sign in with eToro