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Aehr Test Systems

AEHR · Information Technology

Last earnings Jul 14, 2026

Key results

Net revenuequarter

$10.3 million

Fiscal Third Quarter Financial Results: Net revenue was $10.3 million, compared to $18.3 million in the third quarter of fiscal 2025.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

Net incomequarter

$2.0 million

Non-GAAP net loss, which excludes stock-based compensation and acquisition-related adjustments, was $(1.5) million, or $(0.05) per diluted share, compared to non-GAAP net income of $2.0 million, or $0.07 per diluted share, in the third quarter of fiscal 2025.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

Net revenueytd

$31.2 million

Fiscal First Nine Months Financial Results: Net revenue was $31.2 million, compared to $44.9 million in the first nine months of fiscal 2025.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

Non-GAAP net loss was $(2.6) million, or $(0.09) per diluted share, which excludes stock-based compensation, acquisition-related adjustments and restructuring charges, compared to non-GAAP net income of $4.8 million, or $0.16 per diluted share, in the first nine months of fiscal 2025.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

AI analysis

Q3 FY2026 · reported Apr 7, 2026

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Net revenue · Q3 FY2026
$10.3M
EX-99 · Apr 7, 2026
Diluted EPS · Q3 FY2026
$0.07
EX-99 · Apr 7, 2026
Net income · Q3 FY2026
$2.0M
EX-99 · Apr 7, 2026

The quarter in charts

Guidance ladder — revenue

Delivered vs the company's guided range

EX-99 · Apr 7, 2026 Guide as stated by the company; range and midpoint computed from the stated figure.

Headline figures

MetricQ3 FY2026Prior qtrYear ago
Net revenue$10.3 million——
Net income$2.0 million——

EX-99 · Apr 7, 2026

Guidance · company-stated

Direction: Reiterated

Revenue$25 million

“Financial Guidance: Aehr is reiterating its previously provided guidance for the second half of fiscal year 2026, which began November 29, 2025 and ends May 29, 2026, of revenue between $25 million and $30 million and non-GAAP net loss per diluted share between $(0.09) and $(0.05).”

Midpoint vs latest-quarter revenue+142.7%computed from stated figures

Classified from the release's primary full-year outlook statement.

Next earningsNo verified date on fileNo date is estimated or imported

What changed vs last quarter

  • Guide midpoint vs latest-quarter revenue +142.7% computed from stated figures

Company-stated claims

Jul 14, 2026

Forward-looking · growth of approximately 160% · backlog_orders

“With strong momentum and a record backlog of over $100 million heading into fiscal year 2027, we have substantial visibility into projected fiscal 2027 revenue of $130 million to $150 million, representing expected year-over-year growth of approximately 160% to 200%.”

EX-99 · Jul 14, 2026
General educational research only — not investment advice.Every figure is as stated in the held documents; values marked “computed from stated figures” are arithmetic on those stated figures. Guidance shown is the company’s own stated guidance. No price targets, no recommendations, no consensus estimates.

Event summary

Fiscal Third Quarter Financial Results: Net revenue was $10.3 million, compared to $18.3 million in the third quarter of fiscal 2025

Based on: Earnings release + parent 8-K + 10-Q — transcript not held

Guidance & outlook

Direction: Reiterated

Revenue: “Financial Guidance: Aehr is reiterating its previously provided guidance for the second half of fiscal year 2026, which began November 29, 2025 and ends May 29, 2026, of revenue between $25 million and $30 million and non-GAAP net loss per diluted share between $(0.09) and $(0.05).”

Revenue — Reiterated (“reiterating”)
“Financial Guidance: Aehr is reiterating its previously provided guidance for the second half of fiscal year 2026, which began November 29, 2025 and ends May 29, 2026, of revenue between $25 million and $30 million and non-GAAP net loss per diluted share between $(0.09) and $(0.05).”

Classified from the release's primary full-year outlook statement.

Strategy & priorities

We believe this win positions Aehr to participate in what could be a significant multiyear expansion of silicon photonics production driven by the growth of fiber optic interconnects in hyperscale AI data centers.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

In some cases, you can identify forward-looking statements because they contain words such as "may," "will," "should," "expects," "plans," "anticipates, going to, "could," "intends," "target," "projects," "contemplates," "believes," "estimates," "predicts," "potential," or "continue," or the negative of these words or other similar terms or expressions that concern Aehr s expectations, strategy, priorities, plans, or intentions.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

c) Represents a net credit to restructuring charges, primarily related to a lease early termination, along with employee termination benefits from a separate restructuring initiative.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

In making this determination, the Company considers, among other factors: (i) recent operating results and cumulative pretax income (loss) in the United States; (ii) the duration and severity of any recent losses; (iii) projections of future taxable income based on operating plans (including expected revenues, margins, and cost structure); (iv) the availability and feasibility of tax planning strategies; and (v) the expected utilization periods and limitations applicable to carryforwards.

SEC original ↗Aehr Test Systems — 10-Q Quarterly report10-QApr 8, 2026

RESTRUCTURING CHARGES During the three months ended May 30, 2025, the Company initiated a restructuring plan to consolidate facilities and optimize cost structure in order to more effectively support the Company s long-term strategic objectives.

SEC original ↗Aehr Test Systems — 10-Q Quarterly report10-QApr 8, 2026

Risks & headwinds

The forward-looking statements contained in this press release are also subject to other risks and uncertainties, including those more fully described in Aehr s recent Form 10-K, 10-Q and other reports filed from time to time with the Securities and Exchange Commission.

SEC original ↗Aehr Test Systems — Earnings release (8-K exhibit)EX-99Apr 7, 2026

Legal Proceedings 26 Item 1A.

SEC original ↗Aehr Test Systems — 10-Q Quarterly report10-QApr 8, 2026

Contingencies The Company may, from time to time, be involved in legal proceedings arising in the ordinary course of business.

SEC original ↗Aehr Test Systems — 10-Q Quarterly report10-QApr 8, 2026

While there can be no assurances as to the ultimate outcome of any litigation involving the Company, management does not believe any pending legal proceedings will result in judgment or settlement that will have a material adverse effect on the Company s consolidated financial position, results of operations or cash flows.

SEC original ↗Aehr Test Systems — 10-Q Quarterly report10-QApr 8, 2026

On December 3, 2024, a putative shareholder class action lawsuit captioned Lucid Alternative Fund, LP v.

SEC original ↗Aehr Test Systems — 10-Q Quarterly report10-QApr 8, 2026

The lawsuit alleged, in part, that the Company and certain of its executives made materially false and misleading statements regarding the Company s earnings guidance and other financial projections for 2024.

SEC original ↗Aehr Test Systems — 10-Q Quarterly report10-QApr 8, 2026

Competitors

Competitors & peers

Same GICS sector — classification peers, not declared competitors

Microsoft (MSFT) Information TechnologyTeradyne (TER) Information TechnologyASML Holding (ASML) Information TechnologyMicron Technology (MU) Information TechnologySeagate Technology (STX) Information TechnologyUnited Microelectronics (UMC) Information TechnologyMonolithic Power Systems (MPWR) Information TechnologyCoherent Corp. (COHR) Information Technology
Documents

Filings

30 documents

Earnings releases

10 documents

Presentations

0 documents

No presentations for Aehr Test Systems are held in this edition of the library.

Transcripts

0 documents

No transcripts for Aehr Test Systems are held in this edition of the library.

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