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Camtek
Camtek (CAMT) investor relations material
Camtek Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary18 Feb, 2026
Executive summary
Achieved record quarterly revenue of $128.1 million in Q4 2025 (up 9% YoY) and full-year revenue of $496.9 million (up 16% YoY), with gross margin at 51% and operating margin at 29% for Q4 and 30% for the year.
Approximately 50% of annual revenue was driven by AI-related products, with the remainder from advanced packaging, CMOS image sensors, compound semiconductors, and 2D applications.
Positioned at the center of strong AI-driven demand, with major manufacturers expanding capacity and a robust order pipeline.
New product launches (Hawk and Eagle G5) have been well received, with ongoing R&D investments leading to new capabilities and market opportunities.
Management expects double-digit revenue growth in 2026, with significant acceleration in the second half.
Financial highlights
Q4 2025 revenue: $128.1 million (+9% YoY); full-year revenue: $496.9 million (+16% YoY).
Q4 gross profit: $65.4 million; gross margin: 51.1% (up from 50.6% YoY).
Q4 operating profit: $36.7 million; operating margin: 28.6%.
Q4 net income: $40.7 million non-GAAP, $35.9 million GAAP; diluted EPS: $0.81 non-GAAP, $0.71 GAAP.
Cash and equivalents at year-end: $851.1 million, up from $794 million in Q3 and $448.6 million YoY.
Outlook and guidance
Q1 2026 revenue guidance: around $120 million, with growth expected in Q2 and significant acceleration in the second half of 2026.
2026 expected to be a double-digit growth year, with improved gross margins anticipated in the second half due to higher ASPs and operational efficiencies.
Growing order pipeline and recent $45 million in new orders reinforce confidence in 2026 growth.
R&D investments to increase in the first half of 2026 to capture new opportunities.
Impact of capital notes extinguishment on GAAP net income
Drivers for the significant cash balance increase
Specific AI market segments driving 2026 growth
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Next Camtek earnings date
Q1 202612 May, 2026
Camtek
Next Camtek earnings date
Q1 202612 May, 2026
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Frequently asked questions
Camtek Ltd. is a company that specializes in the development, manufacture, and sale of inspection and metrology equipment for various segments of the semiconductor industry. Their products cater to advanced interconnect packaging, memory, complementary metal oxide semiconductor (CMOS) image sensors, micro-electro mechanical systems (MEMS), radio frequency (RF), and other sectors within the semiconductor field. Camtek's solutions are designed to support the production process of semiconductor devices, ensuring quality and precision. The company's offerings include a range of equipment and software solutions that serve to inspect and measure semiconductor wafers throughout their production lifecycle. Camtek Ltd. is headquartered in Migdal HaEmek, Israel, and its shares are listed on the NASDAQ.
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