Camtek Ltd. develops and manufactures high-end inspection and metrology equipment for the semiconductor industry. Its systems inspect integrated circuits and measure wafer features through front-end, mid-end and early assembly processes, including post-dicing applications.
Recurring news for Camtek covers financial results, order activity from IDMs, OSATs and foundries, and demand tied to advanced interconnect packaging, heterogeneous integration, memory and HBM, CMOS sensors, compound semiconductors, MEMS and RF devices. Company updates also include orders for the Hawk inspection and metrology platform, AI-related advanced packaging applications, investor presentations, conference-call announcements, material agreements, capital-structure disclosures and governance matters.
Camtek (NASDAQ: CAMT) received a $31 million multi-system order from a leading OSAT for CoWoS-like advanced packaging supporting AI applications. Including this order, total orders from leading OSATs in Q1 2026 have exceeded $90 million, mostly for similar AI packaging systems. The systems are expected to be delivered within 2026, indicating near-term shipments and potential revenue recognition this year.
Camtek (NASDAQ: CAMT) reported record revenues of $128.1M in Q4 2025 (up 9% YoY) and $496.1M for full-year 2025 (up 16% YoY). GAAP gross margin was ~50% and non-GAAP gross margin ~51%. Q4 GAAP net income was $35.9M and full-year GAAP net income was $50.7M (down 43% YoY); full-year non-GAAP net income was $159.0M (up 15% YoY). GAAP diluted EPS was $1.05 for 2025 and non-GAAP diluted EPS was $3.26. The company generated over $61M cash from operations and expects double-digit revenue growth in 2026.
Camtek (NASDAQ: CAMT) received a $25 million purchase order for Hawk systems from a tier-1 integrated device manufacturer (IDM) for AI applications, bringing total orders from that customer to $45 million to be delivered in 2026.
The Hawk platform targets advanced packaging use cases such as HBM, chiplets, hybrid bonding and wafers with up to 500 million micro-bumps, aiming to expand Camtek's addressable market for AI infrastructure inspection and metrology.
Camtek (Nasdaq: CAMT) will release fourth quarter and full-year 2025 financial results on Wednesday, February 18, 2026. A Zoom video conference call will begin at 9:00 am ET the same day, hosted by CEO Rafi Amit, CFO Moshe Eisenberg and COO Ramy Langer.
Investors must register in advance to receive the access link; a replay will be posted on Camtek's website within hours after the call.
Camtek (NASDAQ: CAMT) reported record third-quarter 2025 results with Q3 revenue of $126.0M, up 12% year-over-year, and non-GAAP net income of $40.9M (+10% YoY, non-GAAP EPS $0.82). GAAP results included a $89M one-time capital loss from repurchasing prior convertible notes, producing a GAAP net loss of $53.2M (GAAP EPS $(1.16)).
Camtek issued $500M of 0% convertible senior notes (net proceeds $219M) and ended Q3 with $794.0M in cash, deposits and marketable securities. Management expects Q4 2025 revenue ≈ $127M and full-year 2025 revenue of $495M (+15% vs 2024).
Camtek (NASDAQ: CAMT) will release its third quarter 2025 financial results on Monday, November 10, 2025. A video conference call via Zoom will start that day at 9:00 am ET, with Rafi Amit (CEO), Moshe Eisenberg (CFO) and Ramy Langer (COO) presenting and taking questions after prepared remarks.
Investors must register to participate at the provided Zoom registration link; registrants will receive the call access link for the Zoom app or dial-in telephone access. A replay of the call will be available via the same link and on Camtek's website beginning within a few hours after the call ends.
Camtek (NASDAQ:CAMT) has announced the pricing of $425 million of 0.00% Convertible Senior Notes due 2030 in a private offering to qualified institutional buyers. The offering, upsized from the previously announced $400 million, includes an option for initial purchasers to acquire an additional $75 million in notes.
The notes will be convertible at an initial rate of 9.1455 ordinary shares per $1,000 principal amount, equivalent to a conversion price of $109.34 per share - a 30% premium to the last reported share price. Camtek plans to use the proceeds to repurchase approximately $167.1 million of its 2026 convertible notes for about $267.0 million, with the remainder allocated for general corporate purposes.
Camtek (NASDAQ: CAMT) has announced plans to offer $400 million of 0.00% Convertible Senior Notes due 2030 in a private offering to qualified institutional buyers. The company will grant initial purchasers an option for an additional $60 million in notes.
The notes will mature on September 15, 2030, bearing no regular interest. They will be convertible into cash, Camtek ordinary shares, or a combination thereof. Camtek may redeem the notes under specific conditions, including after September 20, 2028, if the stock price reaches 130% of the conversion price.
The proceeds will be used to repurchase a portion of Camtek's existing 2026 convertible notes, with the remainder allocated for general corporate purposes, including potential acquisitions and R&D.
Camtek (NASDAQ: CAMT) reported outstanding Q2 2025 financial results, with record revenues of $123.3 million, marking a 20% year-over-year increase. The company achieved impressive GAAP gross margins of 50.8% and non-GAAP gross margins of 51.9%. GAAP operating income rose 24% to $32.0 million, while non-GAAP operating income increased 21% to $37.4 million.
The company's growth is primarily driven by high-performance computing applications for AI, with strong demand for advanced packaging solutions. Camtek's newly introduced Eagle G5 and Hawk systems are well-received in the market. Management anticipates Q3 2025 revenues of approximately $125 million, representing an annual run rate of half a billion dollars.
The company maintains a robust financial position with $543.9 million in cash and equivalents as of June 30, 2025, and generated an operating cash flow of $23.5 million in Q2.
Camtek (NASDAQ: CAMT) has scheduled its second quarter 2025 financial results announcement for Tuesday, August 5, 2025. The company will host a video conference call via Zoom at 9:00 am ET on the same day.
The earnings call will feature key executives including CEO Rafi Amit, CFO Moshe Eisenberg, and COO Ramy Langer, who will present the results and address questions from participants. A replay of the call will be made available through the registration link and on Camtek's website shortly after the event concludes.