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Nova (NVMI) investor relations material
Nova Q3 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q3 2025 earnings summary6 Nov, 2025
Executive summary
Achieved record Q3 2025 revenue of $224.6 million, up 25% year-over-year and 2% sequentially, driven by strong demand in advanced nodes, packaging, memory, and logic devices.
Record sales in memory (notably DRAM and HBM), advanced logic (gate all-around), and advanced packaging, with new platform adoptions and customer wins.
GAAP net income reached $61.4 million (up 19% YoY), with non-GAAP net income at $70 million (up 24% YoY).
Opened a new production facility in Mannheim, Germany, tripling capacity for advanced packaging optical metrology solutions.
Management expects 2025 to be a record year, with continued growth into 2026 supported by positive semiconductor market trends and AI-driven demand.
Financial highlights
Q3 2025 revenue reached $224.6 million, a 2% increase quarter-over-quarter and 25% year-over-year.
Blended gross margin was 57% GAAP and 59% non-GAAP, within the 57%-60% target range.
Operating margin was 28% GAAP and 32% non-GAAP; GAAP EPS was $1.90, non-GAAP EPS was $2.16.
Operating income for Q3 2025 was $63.9 million, up from $49.2 million in Q3 2024.
Cash and cash equivalents at quarter-end were $521.6 million, up from $157.8 million at year-end 2024.
Outlook and guidance
2025 expected to close with record revenues, ~30% annual growth at midpoint of Q4 guidance.
Q4 2025 revenue guidance: $215–$225 million; GAAP EPS: $1.77–$1.95; non-GAAP EPS: $2.02–$2.20.
2026 growth expected, with advanced logic, packaging, and DRAM as key drivers; WFE growth forecasted in mid-single digits with upside potential.
Management anticipates continued growth in 2026, supported by semiconductor market forecasts and AI demand.
Detail AI-driven demand's 2026 growth drivers
Explain the strategy for convertible notes
What was the Q3 subsidiary acquisition's purpose?
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Frequently asked questions
Nova Ltd (NVMI), formerly known as Nova Measuring Instruments Ltd, specializes in metrology solutions for the semiconductor manufacturing industry. The company focuses on the design, development, production, and sale of process control systems essential for the manufacture of semiconductors. Nova Ltd's product offerings encompass a broad range of metrology platforms, including dimensional, films, materials, and chemical metrology measurements. These are integral for process control across various semiconductor manufacturing process steps, such as lithography, etch, chemical mechanical planarization (CMP), deposition, electrochemical plating, and advanced packaging. It is headquartered in Rehovot, Israel, and its shares are listed on the NASDAQ.
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