CAMTEK PRE-ANNOUNCES RECORD Q3 REVENUES ABOVE GUIDANCE; PROVIDES RECORD Q4 GUIDANCE AND INITIAL REVENUE OUTLOOK FOR 2027
Orders received since the beginning of the year exceed $800 million, with deliveries scheduled throughout 2026 and into 2027.
Sentiment and the balance of points
Rhea-AI Sentiment reads the wording of the document, how positive or negative its language is on a 1 to 5 scale. The balance of points shown with the takes weighs what the document actually discloses, so the two can disagree, for example when a trial that missed its main goal is described in upbeat language.
Rhea-AI Summary
Camtek (CAMT) expects third-quarter 2026 revenue of $160-161 million, slightly above its previously issued guidance range. The estimate represents 27% year-over-year growth for the quarter ended September 30, 2026. Fourth-quarter revenue guidance is approximately $180 million, up 40% year over year, bringing full-year 2026 revenue guidance to approximately $595 million.
Orders received since the beginning of the year exceed $800 million, with deliveries scheduled throughout 2026 and into 2027. Management's initial 2027 revenue outlook is over $800 million, representing estimated growth of more than 35% over 2026. Camtek expects growth to continue to be driven by its next-generation products, led by Hawk and Eagle G5. The third-quarter figures are preliminary and subject to completion of quarter-end closing procedures; full financial results are expected in early November.
How this balance works
Rhea-AI gives every point it takes from this document a weight. Minor counts 1, Moderate 3 and Major 9, so one Major point outweighs several Minor ones. The bar adds up the weights on each side, and when neither side holds more than 65% of the total the balance reads Mixed.
It reads the document as published, with the same rules for every company, and it does not look at what the market expected or at how the stock traded, so a point can be objectively good on a day the stock falls.
Rhea-AI Sentiment measures something else, the tone of the wording.
Hollow bars mark forward-looking points. How the balance works
Positive
- Major point. Forward-looking: it has not happened yet and may not happen.Initial 2027 revenue outlook exceeds $800 million, representing estimated growth of more than 35% over 2026.
- Moderate pointOrders received since the beginning of the year exceed $800 million, with deliveries scheduled throughout 2026 and into 2027. 12% of market cap
- Moderate point. Forward-looking: it has not happened yet and may not happen.Expected Q3 2026 revenue of $160-161 million is slightly above prior guidance, up 27% year over year.
- Moderate point. Forward-looking: it has not happened yet and may not happen.Q4 2026 revenue guidance is approximately $180 million, up 40% year over year.
- Minor point. Forward-looking: it has not happened yet and may not happen.Full-year 2026 revenue guidance is approximately $595 million.
- Minor point. Forward-looking: it has not happened yet and may not happen.Camtek expects Hawk and Eagle G5 to lead next-generation product-driven growth as customer ramps accelerate.
Negative
- Minor pointQ3 revenue figures are preliminary and subject to completion of quarter-end closing procedures.
Key Figures
- Q3 2026 revenue
- $160-161 million
- Expected; slightly above prior guidance
- Q3 revenue growth
- 27%
- Year over year
- Q4 2026 revenue guidance
- Approximately $180 million
- Initial guidance; up 40% year over year
- 2026 revenue guidance
- Approximately $595 million
- Full year
- Orders received
- Over $800 million
- Since the beginning of 2026; deliveries scheduled through 2026 and into 2027
- 2027 revenue outlook
- Over $800 million
- Initial outlook
- 2027 revenue growth
- More than 35%
- Estimated growth over 2026
Historical Context
-
Reported record Q2 revenue of $133.2 million, up 8% year over year.
24h Move is the share-price change in the day after each event; other market factors may also have contributed.
Key Terms
metrology technical
advanced packaging technical
osats technical
AI-generated analysis. How Rhea-AI works. Not financial advice.
Q3 revenues expected to be
MIGDAL HAEMEK,
Camtek expects revenue for the third quarter of 2026 to be
The company also provided its initial guidance for the fourth quarter of 2026 of approximately
Since the beginning of the year, the Company has received orders of over
The third quarter revenue figures are preliminary and are subject to the completion of the Company's quarter-end closing procedures. Full financial results for the third quarter of 2026 will be reported with the Company's quarterly results announcement expected in early November.
Rafi Amit, Camtek's CEO commented, "I'm excited about the all-time record revenue levels. The exceptional order intake we have experienced this year, driven by the very strong demand for advanced packaging for AI applications, has enabled us to build a strong backlog and pipeline, giving us visibility for 2027. We expect the growth will continue to be driven by our next-generation products, led by the Hawk and the Eagle G5, as we ramp quickly with customers who continue to expand capacity to meet market demand. We look forward to discussing our growth strategy and our updated longer-term financial model with our investors and analysts at our upcoming investor and analyst breakfast event in
Camtek's management will discuss this outlook, together with the Company's growth strategy, technology roadmap and updated longer-term financial model, at its Investor & Analyst Breakfast Presentation at SEMICON West today, October 14, 2026.
A webcast of the event will be available via the following link, starting at approximately at 7:20 AM Pacific Time:
https://event.summitcast.com/view/5d7e4doR58GH862Ss7d5Tu/guest_book?session_id=NNvKTQbv9qmyZSQhkTFLJc
For the event presentation and more information about Camtek Ltd. and its advanced inspection and metrology solutions, please visit www.camtek.com.
ABOUT CAMTEK LTD.
Camtek is a developer and manufacturer of high-end inspection and metrology equipment for the semiconductor industry. Camtek's systems inspect IC and measure IC features on wafers throughout the production process of semiconductor devices, covering the front and mid-end and up to the beginning of assembly (Post Dicing). Camtek's systems inspect wafers for the most demanding semiconductor market segments, including Advanced Interconnect Packaging, Heterogenous Integration, Memory and HBM, CMOS Image Sensors, Compound Semiconductors, MEMS, and RF, serving numerous industries' leading global IDMs, OSATs, and foundries.
With manufacturing facilities in Israel and Germany, and eight offices around the world, Camtek provides state of the art solutions in line with customers' requirements.
This press release is available at www.camtek.com
This press release contains statements that may constitute "forward-looking statements" within the meaning of the Private Securities Litigation Reform Act of 1995. Such forward-looking statements are based on Camtek's current beliefs, expectations and assumptions about its business and industry, all of which may change. Forward-looking statements can be identified by the use of words including "believe," "anticipate," "should," "intend," "plan," "will," "may," "expect," "estimate," "project," "positioned," "strategy," and similar expressions that are intended to identify forward-looking statements, including our expectations and statements relating to the compound semiconductors market and our position in this market and the anticipated timing of delivery of the systems. These forward-looking statements involve known and unknown risks and uncertainties that may cause the actual results, performance or achievements of Camtek to be materially different from any future results, performance or achievements expressed or implied by such forward-looking statements. Factors that may cause our actual results to differ materially from those contained in the forward-looking statements include, but are not limited to,risks related to the war situation in Israel, and the escalation of hostilities in the Middle East; the impact of disruptions to global shipment and supply chain, including but not limited to increased risk and disruption around the Strait of Hormuz, and broader impacts on energy and freight markets; the continued demand and future contribution of HBM and Chiplet applications and devices to the Company business resulting from, among other things, the field of AI surging worldwide across companies, industries and nations; formal or informal imposition by countries of new or revised export and/or import and doing-business regulations or sanctions, including but not limited to changes in U.S. trade policies, changes or uncertainty related to the U.S. government entity list and changes in the ability to sell products incorporating U.S originated technology, which can be made without prior notice, and our ability to effectively address such global trade issues and changes; risks related to fluctuations in foreign currency exchange rates; and those other factors discussed in our Annual Report on Form 20-F as published on March 19, 2026 as well as other documents filed by the Company with the SEC as well as other documents that may be subsequently filed by Camtek from time to time with the Securities and Exchange Commission. We caution you not to place undue reliance on forward-looking statements, which speak only as of the date hereof. Camtek does not assume any obligation to update any forward-looking statements in order to reflect events or circumstances that may arise after the date of this release unless required by law.
While we believe that we have a reasonable basis for each forward-looking statement contained in this press release, we caution you that these statements are based on a combination of facts and factors currently known by us and our projections of the future, about which we cannot be certain. In addition, any forward-looking statements represent Camtek's views only as of the date of this press release and should not be relied upon as representing its views as of any subsequent date. Camtek does not assume any obligation to update any forward-looking statements unless required by law.
CAMTEK LTD.
Moshe Eisenberg, CFO
Tel: +972 4 604 8308
Mobile: +972 54 900 7100
moshee@camtek.com
INTERNATIONAL INVESTOR RELATIONS
EK Global Investor Relations
Ehud Helft
Tel: (US) 1 212 378 8040
camtek@ekgir.com
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SOURCE Camtek Ltd.
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What revenue does Camtek expect for the third quarter of 2026?
Camtek expects third-quarter 2026 revenue of $160-161 million, up 27% year over year and slightly above its previously issued guidance range. The figures are preliminary and subject to completion of quarter-end closing procedures.
What is Camtek's initial revenue outlook for 2027?
Camtek's initial 2027 revenue outlook is over $800 million, representing estimated growth of more than 35% over 2026. Full-year 2026 revenue guidance is approximately $595 million.
What is driving Camtek's expected growth?
Camtek attributes its order intake to demand for advanced packaging for AI applications. Management expects next-generation products, led by Hawk and Eagle G5, to continue driving growth as customers expand capacity to meet market demand.