Earnings summaries and quarterly performance for AEHR TEST SYSTEMS.
Executive leadership at AEHR TEST SYSTEMS.
Gayn Erickson
Detailed
Chief Executive Officer
CEO
AE
Adil Engineer
Detailed
Chief Operating Officer
AS
Alberto Salamone
Detailed
Executive Vice President, Packaged Parts Burn-in Business
AN
Alistair N. Sporck
Detailed
Vice President, Contactor Business Unit
CP
Chris P. Siu
Detailed
Executive Vice President of Finance and Chief Financial Officer
DW
Didier Wimmers
Detailed
Executive Vice President of Research & Development
DP
Donald P. Richmond II
Detailed
Chief Technology Officer
VR
Vernon Rogers
Detailed
Executive Vice President of Sales and Marketing
Board of directors at AEHR TEST SYSTEMS.
Research analysts who have asked questions during AEHR TEST SYSTEMS earnings calls.
CS
Christian Schwab
Craig-Hallum Capital Group
6 questions for AEHR
Also covers: ACLS, ADTN, ATEN +17 more
LC
Larry Chlebina
Chlebina Capital
6 questions for AEHR
JD
Jonathan Dorsheimer
William Blair & Company, L.L.C.
4 questions for AEHR
Also covers: ACLS, ENVX, ON +1 more
JD
Jed Dorsheimer
William Blair & Company, L.L.C.
2 questions for AEHR
Also covers: ACLS, BWXT, OKLO +2 more
MS
Mark Schutter
William Blair & Company
2 questions for AEHR
Also covers: ENVX
MW
Matthew Winthrop
Equitable
2 questions for AEHR
Tyler Burmeister
Craig-Hallum Capital Group
2 questions for AEHR
Also covers: COHU, LTRX, VUZI
BF
Bradford Ferguson
Indianapolis
1 question for AEHR
ET
Egor Tolmachev
Freedom Capital Markets
1 question for AEHR
Also covers: TTAN
TD
Thomas Diffely
D.A. Davidson & Co.
1 question for AEHR
Also covers: ACLS, AMKR, FORM +3 more
Recent press releases and 8-K filings for AEHR.
Aehr Test Systems Highlights Strong AI Market Engagement and Bookings Growth
AEHR
Guidance Update
New Projects/Investments
Revenue Acceleration/Inflection
- Aehr Test Systems is a key player in semiconductor reliability and burn-in testing, specializing in unique wafer-level burn-in technology critical for AI processors, data centers, and automotive applications.
- The company has demonstrated a successful strategic shift, with its revenue base moving from over 90% silicon carbide two years ago to new high-growth markets like AI, now representing less than 10% silicon carbide.
- Aehr has provided strong guidance for its second half (ending May), projecting bookings to increase from $20 million in the first half to between $60 million and $80 million, with revenue guidance of $25 million to $30 million.
- The company is actively engaged with multiple leading AI accelerator companies for wafer-level burn-in, including a benchmark that could lead to orders for 20 systems (each with an ASP of $5-$6 million) for a single device.
Jan 13, 2026, 6:30 PM
AEHR Test Systems Projects Strong Second-Half Bookings and Market Shift to AI
AEHR
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Aehr Test Systems forecasts second-half bookings (ending May) to be between $60 million and $80 million, a substantial increase from $20 million in the first half, with second-half revenue projected at $25 million to $30 million.
- The company has undergone a significant market shift, with revenue from silicon carbide decreasing from over 90% two years ago to less than 10% this year, as it focuses on new markets including AI processors and memories.
- Aehr is actively engaged with leading AI accelerator companies for wafer-level burn-in, with one benchmark potentially requiring 20 systems for production capacity, and two additional AI processor suppliers approaching them for wafer-level burn-in evaluations.
- The company highlights its "enormous capacity," capable of shipping upwards of 20 wafer-level and 20 package-level burn-in systems per month, significantly exceeding current revenue levels.
Jan 13, 2026, 6:30 PM
Aehr Test Systems Details Market Leadership and Growth Initiatives
AEHR
New Projects/Investments
Revenue Acceleration/Inflection
Product Launch
- Aehr Test Systems is a worldwide leader in wafer-level test and burn-in systems, with over 45 years of experience in the semiconductor industry.
- The company is experiencing significant momentum in the AI processor market, having secured production orders from a large Hyperscaler for packaged part burn-in and initial production orders for wafer-level burn-in from an AI Accelerator company.
- Key market drivers for Aehr's technology include Artificial Intelligence Processors, Electric Vehicles, and the Electrification of Power Infrastructure, particularly for Silicon Carbide & Gallium Nitride semiconductors.
- Aehr is actively expanding into the Flash memory market for wafer-level test and burn-in, with potential for DRAM, and has completed the first phase of evaluating its FOX-XP system for high-volume production of new High Bandwidth Flash devices.
Jan 13, 2026, 6:30 PM
Aehr Test Systems Discusses Strong Second-Half Bookings Forecast and AI Market Expansion
AEHR
Guidance Update
Revenue Acceleration/Inflection
New Projects/Investments
- Aehr Test Systems (AEHR) anticipates a significant increase in second-half bookings, projected to be between $60 million and $80 million, up from $20 million in the first half, with second-half revenue expected to be $25 million to $30 million.
- The company is a key player in reliability and burn-in testing for AI and data center processors, leveraging its proprietary wafer-level burn-in technology and high-margin wafer packs.
- AEHR has successfully diversified its market focus, with revenue from silicon carbide decreasing from over 90% two years ago to less than 10% this year, replaced by growth in AI processors, flash memory, and optical I/O.
- The company highlights its substantial production capacity, capable of shipping up to 20 wafer-level and 20 package-level burn-in systems per month, significantly exceeding current revenue levels.
Jan 13, 2026, 6:30 PM
Aehr Test Systems Highlights Growth in Semiconductor Test and Burn-in Markets
AEHR
New Projects/Investments
Revenue Acceleration/Inflection
- Aehr Test Systems is a worldwide leader in wafer-level test and burn-in systems, with over 45 years of experience, offering proprietary FOX-XP multi-wafer systems and WaferPaks that contribute to recurring revenue.
- The company is experiencing significant momentum in key growth markets such as AI processors, Electric Vehicles, and Data Centers, driven by the demand for cost-efficient wafer-level and packaged-part burn-in and testing solutions.
- Aehr has secured production orders and evaluations from AI Accelerator companies for Wafer Level Burn-in (WLBI) and has partnered with ISE/ASE to proliferate WLBI for AI processors. Additionally, its Sonoma platform holds the largest installed base for AI processor High Temperature Operating Life (HTOL) burn-in, with substantial orders and forecasts from a major Hyperscaler.
- The company is actively pursuing new market opportunities in Flash and DRAM wafer level test and burn-in, having completed the first phase of evaluation for High Bandwidth Flash (HBF) devices, with targeted semiconductor device markets like AI Processors, DRAM, and Flash projected for significant growth by 2030.
Jan 12, 2026, 9:00 PM
Aehr Test Systems Reports Fiscal Q2 2026 Results and Reinstates Guidance
AEHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Aehr Test Systems (AEHR) reported fiscal second quarter 2026 net revenue of $9.9 million and a GAAP net loss of $(3.2) million, or $(0.11) per diluted share, for the period ended November 28, 2025.
- Bookings for the quarter were $6.2 million, with an effective backlog of $18.3 million as of November 28, 2025.
- The company reinstated guidance for the second half of fiscal year 2026, expecting revenue between $25 million and $30 million and non-GAAP net loss per diluted share between $(0.09) and $(0.05).
- Management anticipates bookings in the second half of fiscal year 2026 to be between $60 million and $80 million, driven by improved visibility for AI processor and data center semiconductor test and burn-in systems.
- Aehr is expanding into new markets such as AI processors, gallium nitride power semiconductors, and silicon photonics, diversifying its customer base and reducing its concentration in silicon carbide for electric vehicles.
| Metric | Q2 FY2026 | H2 FY2026 Guidance |
|---|---|---|
| Net Revenue ($USD Millions) | $9.9 | $25 - $30 |
| GAAP Net Loss ($USD Millions) | $(3.2) | N/A |
| GAAP EPS ($USD) | $(0.11) | N/A |
| Non-GAAP Net Loss ($USD Millions) | $(1.3) | N/A |
| Non-GAAP EPS ($USD) | $(0.04) | $(0.09) - $(0.05) |
| Bookings ($USD Millions) | $6.2 | $60 - $80 (expected) |
| Effective Backlog ($USD Millions) | $18.3 | N/A |
| Total Cash, Cash Equivalents and Restricted Cash ($USD Millions) | $31.0 | N/A |
Jan 8, 2026, 10:04 PM
AEHR Reports Q2 2026 Results and Reinstates H2 2026 Guidance
AEHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- For Q2 fiscal 2026, AEHR reported revenue of $9.9 million, a 27% decrease from the prior year, and a non-GAAP net loss of $1.3 million, or -$0.04 per diluted share.
- The company reinstated financial guidance for the second half of fiscal 2026 (November 29, 2025, to May 29, 2026), expecting revenue between $25 million and $30 million and a non-GAAP net loss per diluted share between -$0.09 and -$0.05.
- AEHR anticipates bookings between $60 million and $80 million in the second half of fiscal 2026, driven by significant forecasts from AI ASIC production customers and new Sonoma system orders, which is expected to set the stage for a very strong fiscal 2027.
- The company is making significant progress in expanding into key markets such as AI processors, gallium nitride power semiconductors, data storage, silicon photonics, and flash memory, diversifying its customer base beyond silicon carbide.
Jan 8, 2026, 10:00 PM
Aehr Test Systems Reports Q2 2026 Results and Reinstates Guidance
AEHR
Earnings
Guidance Update
Revenue Acceleration/Inflection
- Aehr Test Systems reported Q2 fiscal 2026 revenue of $9.9 million, a 27% decrease year-over-year, and a non-GAAP net loss of $1.3 million, or -$0.04 per diluted share.
- The company's Q2 fiscal 2026 bookings were $6.2 million, with an additional $6.5 million received in the first six weeks of Q3, bringing the effective backlog to $18.3 million.
- Aehr reinstated its financial guidance for the second half of fiscal 2026, projecting revenue between $25 million and $30 million and non-GAAP net loss per diluted share between -$0.09 and -$0.05.
- The company forecasts bookings between $60 million and $80 million for the second half of fiscal 2026, primarily driven by AI processors and silicon photonics, which is expected to lead to significant revenue growth in fiscal 2027.
- Aehr is making substantial progress in wafer-level and packaged part burn-in segments across key markets including AI processors, flash memory, silicon photonics, gallium nitride, and hard disk drives, with a focus on reliability solutions for AI and data center infrastructure.
Jan 8, 2026, 10:00 PM
Aehr Test Systems Reports Q2 Fiscal 2026 Results and Reinstates Guidance
AEHR
Earnings
Guidance Update
New Projects/Investments
- Aehr Test Systems reported Q2 fiscal 2026 revenue of $9.9 million, a 27% decrease from the prior year, and a non-GAAP net loss of $1.3 million, or negative $0.04 per diluted share.
- Bookings for Q2 fiscal 2026 were $6.2 million, with an effective backlog increasing to $18.3 million after an additional $6.5 million in bookings received in the first six weeks of Q3.
- The company reinstated financial guidance for the second half of fiscal 2026, projecting revenue between $25 million and $30 million.
- Aehr anticipates bookings in the second half of fiscal 2026 to be between $60 million and $80 million, primarily driven by AI processors, which is expected to lead to a very strong fiscal 2027.
- Significant progress was noted in AI processors (wafer-level and package-part burn-in), silicon photonics, gallium nitride, and data storage devices, expanding market diversification.
Jan 8, 2026, 10:00 PM
AEHR Test Systems Reports Q1 2026 Results, Highlights AI Market Momentum and Capacity Expansion
AEHR
Earnings
New Projects/Investments
Demand Weakening
- Aehr Test Systems reported Q1 fiscal 2026 revenue of $11 million and non-GAAP net income of $0.3 million, or $0.01 per share, surpassing analyst consensus estimates.
- The company experienced strong momentum in the AI processor market, securing multiple follow-on volume production orders for its Sonoma systems from a lead hyperscaler and seeing increased interest in both packaged and wafer-level burn-in solutions.
- Non-GAAP gross margin for the quarter was 37.5%, down from 54.7% in the prior year, primarily due to lower sales volume and a less favorable product mix.
- Aehr completed a manufacturing facility renovation, which has increased its overall manufacturing capacity by at least five times to support the growth of high-power systems for AI configurations.
- The company's backlog at the end of Q1 was $15.5 million, with an additional $2 million in net bookings received in the first five weeks of Q2 fiscal 2026.
Oct 6, 2025, 9:00 PM
Quarterly earnings call transcripts for AEHR TEST SYSTEMS.
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