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Letzter Earnings Call

Geschäftsperiode
Q2 2026
Datum des Calls
6. Aug 2026
KI-Zusammenfassung
Q2 2026

Record quarter: Nova reported record second-quarter revenue of $255 million, at the top end of guidance, along with record profitability and EPS above the high end of its outlook.

Broad demand: Management said demand was broad-based, with especially strong momentum in advanced logic, advanced packaging, and front-end chemical metrology.

Outlook: The company guided third-quarter revenue to $277 million to $287 million and said it expects another year of double-digit growth.

Visibility: Management said customer visibility into 2027 is improving, with some orders already being planned for 2027 deliveries.

Margins: Gross margin stayed within the company’s long-term model, and management said memory component costs are not meaningfully changing the overall margin profile.

Strategic growth: Nova said advanced packaging is now a meaningful growth driver and that it expects to reach its organic growth goals sooner than previously planned.

Wichtige Finanzkennzahlen
Revenue
$255 million
Earnings per share
$2.20
Earnings per share
$2.51
Gross margin
57%
Gross margin
58%
Operating margin
30%
Operating margin
33%
Operating expenses
$68 million
Operating expenses
$62.9 million
Tax rate
16%
Cash and investments
more than $1.7 billion
Product revenue mix
73% logic and foundry / 27% memory and others
Advanced packaging revenue mix
nearly 25% of product revenue
Research and development
approximately 15% of revenue
Lead times
4 to 12 months
Gross margin target model
57% to 60%
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