Nova Ltd
SWB:NMR
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Nova Ltd
SWB:NMR
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Jetema Co Ltd
KOSDAQ:216080
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MEP Corporation PCL
SET:MEB
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Sietel Ltd
ASX:SSL
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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.