[{"data":1,"prerenderedAt":227},["ShallowReactive",2],{"triple-beat-AEHR":3,"og-beat-monitoring-AEHR":226},{"ticker":4,"name":5,"description":6,"epsLabel":7,"guidanceLabel":8,"stockLabel":9,"quarters":10,"tableNotes":169,"highlightQuarter":139,"highlightDescription":177,"sources":178,"latestStock":224},"AEHR","Aehr Test Systems","ウェハレベル・バーンイン/テスト（WLBI）システム専業（FOX-XP/FOX-NP、WaferPak）。2023年にSiC（EVパワー半導体）向けで急成長した後、EV減速でFY2024-25は減収が続き、関税不透明を理由にQ3 FY25でガイダンスを取り下げた。その間にAIプロセッサ（リードハイパースケーラー向けパッケージ部品バーンイン \"Sonoma\"）・シリコンフォトニクス・GaN・HDDへ顧客を多角化し、Q3 FY26でブッキング$37.2M（book-to-bill 3.5x超）→Q4 FY26でブッキング過去最高$60.7M・実効バックログ$100.6Mへ急拡大。Q4 FY26（2026/7/14）でFY2027通年売上ガイダンス$130-150M（FY26実績$50.0Mの約3倍、コンセンサス$85.14Mをmid+64.4%）を新規提示し、時間外+30%。四半期ガイダンスは出さず通年売上ガイダンス型（PWR/ETNと同じ形式）。","EPS ($, 非GAAP 希薄化後)","通年売上ガイド ($M)","株価反応 ($)",[11,34,54,68,83,98,119,138,159],{"quarter":12,"reportDate":13,"event":14,"revenue":15,"eps":20,"guidance":24,"stock":30},"Q1 FY25","2024/10/10","Incal買収と大手ハイパースケーラー向け超高出力AIバーンイン \"Sonoma\" 初回量産受注。売上+10.3%・EPS大幅ビートでFY25通年ガイド（≥$70M）を再確認、翌日+20.3%",{"actual":16,"consensus":17,"beatPct":18,"yoyPct":19},"$13.12 M","$11.90 M",10.3,-36.4,{"actual":21,"consensus":22,"beatPct":23},"$0.07","$0.01",600,{"revenue":25,"eps":25,"fullYearLabel":26,"fullYearRevenue":27,"fullYearEps":25},null,"FY25",{"company":28,"consensus":29,"beatPct":25},"$70 M","$72.3 M",{"reportClose":31,"nextClose":32,"changePct":33},"$13.32","$16.02",20.3,{"quarter":35,"reportDate":36,"event":37,"revenue":38,"eps":43,"guidance":47,"stock":50},"Q2 FY25","2025/1/13","GaN・AI顧客のPO期ズレで売上-7.9%ミス・EPSも-33%ミス。通年ガイド（≥$70M）は維持もSiC軟調が重く翌日-27.1%急落",{"actual":39,"consensus":40,"beatPct":41,"yoyPct":42},"$13.45 M","$14.60 M",-7.9,-37.2,{"actual":44,"consensus":45,"beatPct":46},"$0.02","$0.03",-33.3,{"revenue":25,"eps":25,"fullYearLabel":26,"fullYearRevenue":48,"fullYearEps":25},{"company":28,"consensus":49,"beatPct":25},"$70.9 M",{"reportClose":51,"nextClose":52,"changePct":53},"$15.99","$11.66",-27.1,{"quarter":55,"reportDate":56,"event":57,"revenue":58,"eps":63,"guidance":25,"stock":64},"Q3 FY25","2025/4/8","売上YoY+142%で過去2番目の四半期売上。SiC比率90%超→40%未満へ多角化・AIプロセッサ35%超に。関税不透明でFY25ガイダンス取り下げ、翌日+29.2%（相互関税90日停止の全面高と重なる）",{"actual":59,"consensus":60,"beatPct":61,"yoyPct":62},"$18.31 M","$17.60 M",4,142.2,{"actual":21,"consensus":22,"beatPct":23},{"reportClose":65,"nextClose":66,"changePct":67},"$6.78","$8.76",29.2,{"quarter":69,"reportDate":70,"event":71,"revenue":72,"eps":77,"guidance":25,"stock":79},"Q4 FY25","2025/7/8","関税起因の発注遅延で売上-4.9%ミス・非GAAP赤字転落（粗利率34.7%）。FY26ガイダンスは再開せず翌日-12.4%。FY25通年$59.0Mは取り下げ前ガイド≥$70Mに未達",{"actual":73,"consensus":74,"beatPct":75,"yoyPct":76},"$14.09 M","$14.82 M",-4.9,-15.1,{"actual":78,"consensus":78,"beatPct":25},"-$0.01",{"reportClose":80,"nextClose":81,"changePct":82},"$15.17","$13.29",-12.4,{"quarter":84,"reportDate":85,"event":86,"revenue":87,"eps":92,"guidance":25,"stock":94},"Q1 FY26","2025/10/6","AIプロセッサ向け初の量産WLBIシステム納入・Sonomaフォローオン受注。売上はほぼ予想線（-1.1%）もガイダンス未再開が嫌気され翌日-17.4%",{"actual":88,"consensus":89,"beatPct":90,"yoyPct":91},"$11.0 M","$11.12 M",-1.1,-16.2,{"actual":22,"consensus":22,"beatPct":93},0,{"reportClose":95,"nextClose":96,"changePct":97},"$31.65","$26.15",-17.4,{"quarter":99,"reportDate":100,"event":101,"revenue":102,"eps":107,"guidance":110,"stock":115},"Q2 FY26","2026/1/8","売上$9.9Mでボトム（-15.4%ミス）もFY26ガイダンス再開（通年$45-50M相当）＋下期ブッキング$60-80M見通しで翌日+15.9%",{"actual":103,"consensus":104,"beatPct":105,"yoyPct":106},"$9.9 M","$11.7 M",-15.4,-26.4,{"actual":108,"consensus":109,"beatPct":25},"-$0.04","-$0.08",{"revenue":25,"eps":25,"fullYearLabel":111,"fullYearRevenue":112,"fullYearEps":25},"FY26",{"company":113,"consensus":114,"beatPct":25},"$47.5 M","n/a",{"reportClose":116,"nextClose":117,"changePct":118},"$22.70","$26.32",15.9,{"quarter":120,"reportDate":121,"event":122,"revenue":123,"eps":128,"guidance":131,"stock":134},"Q3 FY26","2026/4/7","四半期ブッキング過去最高$37.2M（book-to-bill 3.5x超）、ハイパースケーラーのカスタムAIプロセッサ向けPLBI量産受注。売上-5.0%ミスでもFY26ガイドは$45-50Mの上限側へ上方寄せ、翌日+25.7%",{"actual":124,"consensus":125,"beatPct":126,"yoyPct":127},"$10.31 M","$10.85 M",-5,-43.7,{"actual":129,"consensus":130,"beatPct":25},"-$0.05","-$0.07",{"revenue":25,"eps":25,"fullYearLabel":111,"fullYearRevenue":132,"fullYearEps":25},{"company":133,"consensus":114,"beatPct":25},"$50 M",{"reportClose":135,"nextClose":136,"changePct":137},"$50.25","$63.16",25.7,{"quarter":139,"reportDate":140,"event":141,"revenue":142,"eps":147,"guidance":149,"stock":155},"Q4 FY26","2026/7/14","EPS黒字転換ビート（$0.11 vs -$0.01）。ブッキング過去最高$60.7M・実効バックログ$100.6M、SiC WaferPak約$8M新規受注・SiPho2社目顧客。FY27売上ガイド$130-150M（コンセンサス+64.4%）の別次元レイズでAH+30.4%（暫定）",{"actual":143,"consensus":144,"beatPct":145,"yoyPct":146},"$18.84 M","$18.69 M",0.8,33.7,{"actual":148,"consensus":78,"beatPct":25},"$0.11",{"revenue":25,"eps":25,"fullYearLabel":150,"fullYearRevenue":151,"fullYearEps":25},"FY27",{"company":152,"consensus":153,"beatPct":154},"$140 M","$85.14 M",64.4,{"reportClose":156,"nextClose":157,"changePct":158},"$72.01","$93.90",30.4,{"quarter":160,"reportDate":161,"isForecast":162,"event":163,"revenue":164,"eps":166,"guidance":25,"stock":168},"Q1 FY27","未定",true,"2026/7/15時点のKoyfinコンセンサスは売上$18.74M / 非GAAP EPS -$0.01（FY27ガイダンス$130-150M・非GAAP純利益率18-22%の反映前で改定待ち）。FY27通年コンセンサスは売上$85.14M / EPS $0.15",{"actual":114,"consensus":165,"beatPct":25,"yoyPct":25},"$0.03 B",{"actual":114,"consensus":167,"beatPct":25},"$0.09",{"reportClose":114,"nextClose":114,"changePct":25},[170,171,172,173,174,175,176],"Aehr は会計年度が5月末締め（FY2025 = 2024/6〜2025/5、FY2026 = 2025/6〜2026/5）。全四半期とも AMC（引け後）発表。","AEHR は四半期ガイダンスを出さず通年売上ガイダンス型。FY25 は「少なくとも$70M」のフロア提示（レンジ/midpoint ではないため上振れ率は算出せず）→ Q3 FY25 で関税不透明を理由に取り下げ → Q1 FY26 も未再開 → Q2 FY26 で再開（下期$25-30M。上期実績$20.9Mとの合算で通年$45.9-50.9M、報道では「FY26 $45-50M」として流通。表は mid $47.5M）→ Q3 FY26 で「$45-50Mの上限側」→ Q4 FY26 で FY27 $130-150M（表は mid $140M）を新規提示。","EPS コンセンサスが負値の四半期（Q4 FY25 / Q2 FY26 / Q3 FY26 / Q4 FY26）は beatPct を計算定義上 null とした。Q4 FY25 はインライン（-$0.01 vs -$0.01）、Q2 FY26 は赤字幅がコンセンサス比で半減（-$0.04 vs -$0.08）、Q4 FY26 は赤字予想からの黒字転換（$0.11 vs -$0.01、実額+$0.12）。","コンセンサスはベンダー間乖離が大きい銘柄（例: Q1 FY26 売上 $10.8-11.9M、Q2 FY26 売上 $11.45-12.42M、Q1/Q3 FY25 EPS は Zacks $0.01 vs Benzinga/Investing.com $0.02-0.04）。採用値は FY25 が Zacks 系（発表当日記事準拠）、FY26 が複数ベンダー中央値。Q1/Q3 FY25 の EPS ビート率+600%は Zacks コンセンサス $0.01 基準で、Benzinga/Investing.com 基準では+250%/+75%相当。","Q4 FY26 の nextClose $93.90（+30.4%）は 2026/7/14 時間外 7:59 p.m. EDT の暫定値（stockanalysis.com。Benzinga は $93.11/+29.3%）。2026/7/15 の正規終値確定後に上書き予定。","Q3 FY25 の翌日 2025/4/9 は相互関税90日停止の発表で S&P500 が+9.5%上昇した日であり、+29.2%にはマクロ要因を含む。","実績・会社ガイダンスは Aehr 公式プレスリリース / SEC 8-K Exhibit 99.1、コンセンサスは Zacks / Benzinga / Investing.com / MarketBeat / StockInvest / Seeking Alpha の突き合わせ、株価は Yahoo Finance と Nasdaq 公式 API の2ソース照合（全16値一致・分割なし）。","Q4 FY26（2026/7/14 AMC発表）は、2年間の下り坂ストーリーが一夜で反転した四半期。売上$18.84M（+0.8%ビート・YoY+33.7%）は小幅ながら、非GAAP EPSが赤字予想からの黒字転換（$0.11 vs -$0.01）、四半期ブッキングが過去最高$60.7M（前四半期の記録$37.2Mから1四半期で更新）、実効バックログ$100.6M（期後受注含む）と、受注側の指標が全て別次元に切り替わった。決め手はFY2027通年売上ガイダンス$130-150M（mid $140M）の新規提示で、FY26実績$50.0Mの約3倍・コンセンサス$85.14Mをmid+64.4%上回る。牽引役はリードハイパースケーラー \"Sonoma\"（パッケージ部品バーンイン）の過去最高フォローオン量産受注、シリコンフォトニクス2社目の大手ネットワーキング顧客、そして世界トップ3自動車メーカーの次世代EV認定案件を含むSiC WaferPak約$8Mの新規受注。非GAAP純利益率18-22%ガイド・現金$116.5Mと利益体質への転換も同時に示し、株価は時間外+30%（暫定）。ガイダンス取り下げ（Q3 FY25）→再開（Q2 FY26）→3倍ガイド（Q4 FY26)という「ガイダンスの復活が構造転換のシグナル」になるかを今後モニタリングする。",[179,182,185,188,191,194,197,200,203,206,209,212,215,218,221],{"label":180,"url":181},"Aehr Q1 FY2025 Press Release (SEC 8-K Ex.99.1, 2024/10/10)","https://www.sec.gov/Archives/edgar/data/1040470/000165495424012870/aehr_ex991.htm",{"label":183,"url":184},"Aehr Q2 FY2025 Press Release (SEC 8-K Ex.99.1, 2025/1/13)","https://www.sec.gov/Archives/edgar/data/1040470/000165495425000292/aehr_ex991.htm",{"label":186,"url":187},"Aehr Q3 FY2025 Press Release (SEC 8-K Ex.99.1, 2025/4/8)","https://www.sec.gov/Archives/edgar/data/1040470/000165495425004020/aehr_ex991.htm",{"label":189,"url":190},"Aehr Q4 FY2025 Press Release (SEC 8-K Ex.99.1, 2025/7/8)","https://www.sec.gov/Archives/edgar/data/1040470/000165495425007859/aehrex991.htm",{"label":192,"url":193},"Aehr Q1 FY2026 Press Release (2025/10/6)","https://www.aehr.com/2025/10/aehr-test-systems-reports-fiscal-2026-first-quarter-financial-results/",{"label":195,"url":196},"Aehr Q2 FY2026 Press Release (SEC 8-K Ex.99.1, 2026/1/8)","https://www.sec.gov/Archives/edgar/data/1040470/000165495426000197/aehr_ex991.htm",{"label":198,"url":199},"Aehr Q3 FY2026 Press Release (SEC 8-K Ex.99.1, 2026/4/7)","https://www.sec.gov/Archives/edgar/data/1040470/000165495426003310/aehr_ex991.htm",{"label":201,"url":202},"Aehr Q4 FY2026 Press Release (SEC 8-K Ex.99.1, 2026/7/14)","https://www.sec.gov/Archives/edgar/data/0001040470/000165495426006655/aehr_ex991.htm",{"label":204,"url":205},"Zacks: Aehr Q1 FY2025 beats (cons)","https://www.nasdaq.com/articles/aehr-test-systems-aehr-beats-q1-earnings-and-revenue-estimates",{"label":207,"url":208},"Zacks: Aehr Q2 FY2025 misses (cons)","https://www.nasdaq.com/articles/aehr-test-systems-aehr-misses-q2-earnings-and-revenue-estimates",{"label":210,"url":211},"Zacks: Aehr Q3 FY2025 tops (cons)","https://www.nasdaq.com/articles/aehr-test-systems-aehr-q3-earnings-and-revenues-top-estimates",{"label":213,"url":214},"Seeking Alpha: Aehr Q4 FY2025 preview (cons)","https://seekingalpha.com/news/4465634-aehr-test-systems-q4-2025-earnings-preview",{"label":216,"url":217},"Benzinga: Aehr Q4 FY2026 (cons・AH株価)","https://www.benzinga.com/markets/earnings/26/07/60457464/aehr-test-systems-stock-soars-after-q4-results-heres-why",{"label":219,"url":220},"stockanalysis.com: AEHR（株数・AH暫定値）","https://stockanalysis.com/stocks/AEHR/",{"label":222,"url":223},"24h決算ビートスキャン 2026-07-14（当サイト・初回検出記事）","/earnings-beats-2026-07-14",{"date":225,"close":156},"2026-07-14","https://log.eurekapu.com/og/pages/general/beat-monitoring-AEHR.png?title=AEHR%20Aehr%20Test%20Systems%20-%20%E3%83%93%E3%83%BC%E3%83%88%E3%83%A2%E3%83%8B%E3%82%BF%E3%83%AA%E3%83%B3%E3%82%B0&sig=b04ad8c8acee2b7b",1784186917151]