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Camtek (CAMT) investor relations material
Camtek Q2 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q2 2025 earnings summary5 Aug, 2025
Executive summary
Achieved record Q2 2025 revenue of $123.3M, up 20% year-over-year, driven by high-performance computing and AI applications.
Advanced packaging and new Eagle G5 and Hawk systems are fueling growth and market leadership.
HPC applications contributed 45-50% of total revenue; advanced packaging accounted for 20%.
Strong momentum and healthy order flow expected to continue into Q3 and Q4, with Q3 revenue guidance of ~$125M and annualized run rate of $500M.
Strategic investments in inspection and metrology tools are driving competitive advantage and customer adoption.
Financial highlights
Q2 revenue reached $123.3M, a 20% increase year-over-year; Asia accounted for 90% of revenue.
Gross margin was 50.8% GAAP and 51.9% non-GAAP; gross profit was $64M.
Operating income was $32.0M GAAP (25.9% margin) and $37.4M non-GAAP (30.3% margin).
Net income was $38.8M non-GAAP ($0.79/share) and $33.7M GAAP ($0.69/share), both up over 19% YoY.
Cash and equivalents totaled $543.9M at quarter-end, with $23.5M generated from operations.
Outlook and guidance
Q3 2025 revenue expected to be ~$125M, supporting a $500M annualized run rate.
Positive momentum anticipated for the second half of the year, with healthy order pipeline.
Management expects continued growth in HPC and advanced packaging, with further details on Q4 guidance to be provided in the next earnings call.
2026 growth expected if positive market environment persists, but too early for precise forecasts.
Major growth opportunities seen in new packaging technologies.
Explain the drivers behind the strong gross margins.
Detail the expected growth in advanced packaging.
How does the war in Israel affect results?
How will HBM4 impact gross margins?
Assess OSATs' strength signs.
Discuss Eagle G5 & Hawk traction.
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Q3 202511 Nov, 2025
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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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