Testing Equipment
Aehr’s Bookings Surge as Expected in Q3, Book-to-Bill of 3.5X
While revenue missed estimates this quarter, and both margins and cash flows remained pressured, Aehr delivered where it mattered most – bookings and backlog. Q3 bookings rose 500% sequentially to $37.2 million, which Aehr says puts it on track to reach the upper end of its $60 to $80 million forecast for 2H. Aehr is continuing to see solid momentum in Q4 with $12.2 million in bookings to date, taking its effective backlog above $50 million and supporting the revenue inflection now becoming more visible in Q4. Additionally, Aehr is continuing to expand capacity, tapping into contract manufacturers to support an additional 20 Sonoma systems per month. This comes on top of the capacity expansion we outlined last week in our analysis Aehr Sees 2H Bookings up 4X vs 1H, Supporting Strong FY27 where Aehr explained it could support 20 of both its wafer-level and package-level systems each month if needed. Importantly, Aehr noted this new capacity could be almost immediately available for shipments.
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