Nova Ltd
F:NMR
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Nova Ltd
F:NMR
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IL |
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Imperial Pacific Ltd
ASX:IPC
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AU |
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ImExHS Ltd
ASX:IME
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Beiersdorf AG
F:BEIA
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Covista Inc
DUS:DVY
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Earnings Calls
Last Earnings Call
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.