Riber delivers strong earnings growth in 2025
MBE specialist Riber is reporting its 2025 full-year results, marked by a strong improvement in profitability in an environment driven by strong demand for advanced semiconductor materials for AI and data transmission applications.
The compayny has reported solid activity in its production systems and the first results from the rollout of ROSIE (Riber Oxide on Silicon Epitaxy), a new technology in silicon- based integrated photonics. The first two units were ordered in 2025, confirming growing industrial interest in MBE solutions compatible with 300 mm production lines.
Revenues were €40.3m (-2 percent); income from ordinary operations was €5.1m, representing 13 percent of revenues; net income was €5.2m (+27 percent); and the proposed payout of €0.10 per share for 2025 (+25 percent).
Revenues for MBE systems remained stable at €30.9 million for 12 machines delivered. Revenues for services and accessories amounted to €9.4 million, down year-on-year, notably due to budgetary restrictions in the United States. Gross margin amounted to €15.6 million, up 4.7 percent, driven by a favourable product and pricing mix.
Income from ordinary operations came to €5.1 million, up 13.5 percent compared with the previous year, reflecting both sustained business activity and effective cost control. It represented 13 percent of revenue, compared with 11 percent in 2024.
Net income totalled €5.2 million, compared with €4.1 million in 2024, representing an increase of 27.1 percent. It includes a €0.5 million tax income related to the recognition of tax loss carryforwards.
Order book
At December 31, 2025, the order book amounted to €26.9 million, up 24 percent compared with the previous year. It includes 6 MBE systems (€20.3 million), including 4 production machines and 1 ROSIE platform, as well as services and accessories orders (€6.6 million).
The order book does not include the order announced in January 2026 for a production system in Japan, scheduled for delivery this year.
Outlook
Against a backdrop of accelerating global investment in AI, data infrastructure and quantum technologies, Riber says it is positioned at the heart of next-generation semiconductor architectures. Demand for quantum dot lasers used in data centres continues to support the MBE production systems market.
The rise of silicon-based integrated photonics is opening a new cycle of innovation and investment. In this context, the ROSIE platform represents a true inflection point for Riber, with initial orders recorded in 2025 and a gradual ramp-up expected in the coming years.
In 2026, Riber will reach a new milestone with the manufacturing of ROSIE 2, a dual-chamber cluster version. At the same time, the first BTO/STO1 thin film samples on silicon wafers, developed as part of the partnership with NQCP2, will soon be made available to the scientific and industrial community, helping to accelerate the platform’s adoption.
Annie Geoffroy, chair and CEO of Riber staid: “2025 marks an important milestone for Riber, with a significant improvement in our profitability and the first commercial successes of our ROSIE platform.
"We are now entering a new phase of development, driven by the industrialization of our technologies and their alignment with the growing needs related to artificial intelligence and data infrastructure. Early market feedback and the upcoming availability of the first samples are expected to confirm the relevance of our technological roadmap.
"In this favourable environment, we approach the coming years with confidence, with the objective of turning these dynamics into sustainable growth and continuous improvement in our performance.”
