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Veeco Instruments
Veeco Instruments (VECO) investor relations material
Veeco Instruments Q4 2025 earnings summary
Complete event summary combining all related documents: earnings call transcript, report, and slide presentation.Q4 2025 earnings summary25 Feb, 2026
Executive summary
Achieved record semiconductor revenue in 2025, driven by laser annealing, wet processing, and ion beam EUV technology, with advanced packaging business doubling year-over-year.
Announced all-stock merger agreement with Axcelis Technologies, approved by shareholders and pending final regulatory clearance, expected to close in the second half of 2026.
Strong order momentum, especially from AI and high-performance computing, led to a significant year-end backlog increase and bookings acceleration in H2 2025.
Strategic investments in next-generation technologies and expansion into memory, advanced packaging, and compound semiconductor markets.
Ongoing evaluations and shipments of LSA, IBD300, and NSA systems at major DRAM and logic customers.
Financial highlights
FY 2025 revenue was $664 million, down from $717.3 million year-over-year; Q4 revenue was $165 million, both at the mid-point of guidance.
Semiconductor business delivered $477 million, up 2% year-over-year, accounting for 72% of total revenue.
FY 2025 non-GAAP operating income was $84 million; net income $80 million; diluted non-GAAP EPS $1.33.
FY 2025 gross margin was 41% non-GAAP, down from 43.3% in FY 2024; Q4 gross margin was 37.7% non-GAAP.
Order backlog ended at $555 million, up $145 million (35%) from prior year.
Outlook and guidance
FY 2026 revenue guidance: $740 million–$800 million; non-GAAP EPS: $1.50–$1.85.
Gross margin expected at 41%–43% non-GAAP; OpEx $205 million–$220 million; net income $94 million–$115 million.
Q1 2026 revenue forecasted at $150 million–$170 million; non-GAAP EPS $0.14–$0.24.
Growth expected in semiconductor (~15% to $550 million), compound semiconductor (~33% to $80 million), and data storage (doubling to $80 million); scientific and other segment expected to decline.
Gross margin improvement anticipated in the second half of 2026, targeting 45% as new products and higher volumes ramp.
What H2 2025 bookings fueled 2026 growth?
What risks does the Axcelis merger pose?
Quantify merger costs impact on Q4 2025 GAAP net income.
Memory market penetration progress
Data storage CapEx outlook beyond 2026
Quantify tariff impact on gross margin
What caused the FY25 Data Storage revenue drop?
Update on IBD300 and NSA customer evaluations
Key drivers for FY26 revenue growth outlook
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Next Veeco Instruments earnings date
Q1 20266 May, 2026
Veeco Instruments
Next Veeco Instruments earnings date
Q1 20266 May, 2026
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Frequently asked questions
Veeco Instruments Inc designs and manufactures semiconductor process equipment used in advanced packaging, MEMS, compound semiconductors, and data storage. The company provides deposition, etching, and metrology systems to technology manufacturers worldwide. The company is headquartered in Plainview, New York, and its shares are listed on the NASDAQ.
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