News: Suppliers
10 April 2026
Riber’s net income grows 27% in 2025 to €5.2m, despite revenue falling by 2%
For full-year 2025, molecular beam epitaxy (MBE) system maker Riber S.A. of Bezons, France has reported revenue of €40.3m, down 2.1% on 2024’s €41.2m.
Revenue for Services & Accessories was €9.4m, down 7.8% on 2024’s €10.2m, due notably to budgetary restrictions in the USA.
However, in an environment driven by strong demand for advanced semiconductor materials for artificial intelligence and data transmission applications, Riber recorded solid activity in its production systems.
Revenue for MBE Systems hence remained stable at €30.9m, compared with €31m in 2024. This came from the delivery of 12 machines.
This included delivery of the first ROSIE (Riber Oxide on Silicon Epitaxy) system, which is claimed to be breakthrough technology in silicon-based integrated photonics. Designed to meet the growing requirements of optical transmission and reception applications, ROSIE is reckoned to open up new commercial opportunities in a fast-expanding market. The first two units were ordered in 2025, confirming growing industrial interest in MBE solutions compatible with 300mm production lines.
In this context, Riber achieved its revenue targets and recorded a significant improvement in its earnings compared with 2024.
Net income grows by 27%
Driven by a favorable product and pricing mix, gross margin rose from 36.1% in 2024 to 38.6% in 2025.
Reflecting both sustained business activity and effective cost control, net income rose by 27.1%, from €4.1m (10% of revenue) in 2024 to €5.2m (13% of revenue) in 2025. This includes a €0.5m tax income related to the recognition of tax loss carryforwards. The cash position at end-2025 was €7.5m, compared with €8.6m at end-2024.
At the firm’s general meeting on 17 June, the board of directors will propose a cash distribution (through a partial reimbursement of the issue premium) of €0.10 per share (up from €0.08 per share in 2024), to be released for payment on 24 June.
Order book grows by 24%
During 2025, the order book grew by 24%, from €21.7m to €26.9m. This comprises six MBE systems (€20.3m), including four production machines and one ROSIE platform, as well as services & accessories orders (€6.6m).
This does not include the order announced in January for a production system, to be delivered to Japan this year.
Outlook
“2025 marks an important milestone for Riber, with a significant improvement in our profitability and the first commercial successes of our ROSIE platform,” says chairwoman & CEO Annie Geoffroy.
Against a backdrop of accelerating global investment in artificial intelligence, data infrastructure and quantum technologies, Riber reckons that it is positioned at the heart of next-generation semiconductor architectures. Demand for quantum dot lasers used in data centers 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 an inflection point for the firm, with initial orders recorded in 2025 and a gradual ramp-up expected in the coming years.
In 2026, Riber will reach a milestone with the manufacturing of ROSIE 2, a dual-chamber cluster version. At the same time, the first BTO/STO (barium titanate oxide/strontium titanate oxide) thin-film samples on silicon wafers, developed as part of the partnership with NQCP (Novo Nordisk Foundation Quantum Computing Programme), will soon be made available to the scientific and industrial community, helping to accelerate the platform’s adoption.
“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,” says Geoffroy. “Early market feedback and the upcoming availability of the first samples are expected to confirm the relevance of our technological roadmap.”
In this favorable environment, given the visibility provided by its order book, Riber says that it enters 2026 with a positive growth outlook, subject to obtaining the export licenses required for the identified opportunities in its systems and services businesses to materialize.
Riber’s full-year 2025 revenue falls by 2% to €40.3m, but second-half up 7% year-on-year
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