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Camtek (CAMT) investor relations material
Camtek Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary10 Nov, 2025
Executive summary
Achieved record Q3 2025 revenue of $126 million, up 12% year-over-year, driven by high-performance computing and AI applications.
Gross margin reached 51.5%, with operating income of $37.6 million and non-GAAP net income of $40.9 million.
Strong cash position of $794 million as of September 30, 2025, bolstered by a $500 million convertible notes offering.
Leadership maintained in HBM market, with tools qualified for HBM4 at all manufacturers.
New products Eagle G5 and OAK expected to contribute 30% of 2025 revenue and drive future growth.
Financial highlights
Q3 2025 revenue was $126 million, a 12% increase year-over-year and sequentially.
Gross margin was 51.5% (non-GAAP), with GAAP gross margin at 50.0%.
Operating profit was $37.6 million (non-GAAP), with operating margin at 30% (non-GAAP 29.9%).
Net income for Q3 2025 was $40.9 million (non-GAAP), or $0.82 per diluted share.
Cash and equivalents stood at $794 million as of September 30, 2025, up from $543.9 million in Q2.
Outlook and guidance
Q4 2025 revenue expected around $125–127 million, with full-year 2025 revenue guidance at $495 million, representing 15% growth over 2024.
2026 revenue expected to be weighted toward the second half, with continued industry growth and investments in wafer fab equipment.
Gross margin anticipated to gradually improve as higher-margin products increase in sales mix.
Strategy for 0% convertible notes
Drivers for 2026 H2 revenue weighting
Capital allocation plans for cash balance
HBM4 tool of reference: How does this secure future growth?
Enhanced Hawk: How will it expand market opportunities?
M&A: What capabilities are you targeting?
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Q4 202512 Feb, 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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