Every 8-K that Veeco Instruments Inc (VECO) has filed with the SEC in the last 24 months is listed below, newest first, and each one links through to the document itself with the summary and the scores our analysis gives it.
A 8-K covers material events a company has to report between its quarterly reports, so if you follow VECO and want that one kind of document rather than the whole filing history, this is the page to keep. The company's other filings, of every form, are on the full VECO filings page.
Veeco Instruments reported Q2 2026 net sales of $193.5 million, up from $166.1 million a year earlier. GAAP net income was $11.9 million, or $0.18 per diluted share, compared with $11.7 million, or $0.20 per diluted share, in Q2 2025. On a non-GAAP basis, net income was $21.8 million, or $0.33 per diluted share, versus $21.5 million and $0.36 a year ago.
For the six months ended June 30, 2026, net sales were $351.8 million and GAAP net income was $11.5 million. As of June 30, 2026, cash and cash equivalents were $214.5 million, short-term investments were $214.9 million, long-term debt was $226.5 million, and stockholders’ equity totaled $902.8 million.
For Q3 2026, Veeco guides net sales to $200–$220 million, GAAP diluted EPS to $0.20–$0.35, and non-GAAP diluted EPS to $0.34–$0.49. Full-year 2026 guidance calls for net sales of $780–$810 million, GAAP diluted EPS of $0.78–$1.36, and non-GAAP diluted EPS of $1.02–$1.61. Management highlights AI-driven demand for its semiconductor process equipment and notes that its outlook is subject to risks, including completion of a pending merger with Axcelis and global trade conditions.
Veeco Instruments Inc. reported the results of its 2026 Annual Meeting of stockholders. As of the record date, there were 60,391,991 shares of common stock outstanding, each entitled to one vote. Stockholders elected three directors: Kathleen A. Bayless, Gordon Hunter, and Lena Nicolaides, Ph.D., each receiving over 51 million votes in favor.
Investors also approved an amendment to Veeco’s 2019 Stock Incentive Plan, with 52,097,302 votes for and 657,797 against, and supported the advisory vote on executive compensation, with 52,497,685 votes for and 255,778 against. The appointment of KPMG LLP as Veeco’s independent registered public accounting firm was ratified with 56,517,160 votes in favor. All proposals received the required level of support.
Veeco Instruments Inc. reported first quarter 2026 results showing lower sales and earnings but highlighted strong demand tied to AI and high-performance computing. GAAP revenue was $158.3 million versus $167.3 million a year earlier, with a GAAP net loss of $0.3 million compared with net income of $11.9 million. Gross margin declined to 35.3% from 40.9%, reflecting higher costs and $2.0 million of merger expenses.
On a Non-GAAP basis, operating income was $8.6 million and net income $8.9 million, down from $24.3 million and $22.2 million in Q1 2025, with Non-GAAP diluted EPS of $0.14 versus $0.37. Management cited a “transformational” industry period driven by AI data centers and silicon photonics and reaffirmed guidance, targeting 2026 net sales of $740–$800 million and Non-GAAP diluted EPS of $1.50–$1.85, with Q2 2026 net sales of $170–$190 million and Non-GAAP diluted EPS of $0.20–$0.32.
Veeco Instruments reported lower results for the fourth quarter and full year 2025 but issued an outlook calling for growth in 2026. Q4 2025 revenue was $165.0 million versus $182.1 million a year earlier, with GAAP diluted EPS of $0.02 compared with $0.26. Full-year 2025 revenue was $664.3 million versus $717.3 million in 2024, and GAAP diluted EPS declined to $0.59 from $1.23; non-GAAP diluted EPS fell to $1.33 from $1.74. Management cited accelerated bookings in semiconductor, compound semiconductor and data storage markets and referenced a planned merger with Axcelis as positioning the business for AI and high-performance computing demand. For Q1 2026, Veeco guides net sales of $150–$170 million and non-GAAP diluted EPS of $0.14–$0.24, and for full-year 2026 it guides net sales of $740–$800 million with non-GAAP diluted EPS of $1.50–$1.85.
Veeco Instruments Inc. reported that its stockholders approved all proposals related to the company’s pending merger with Axcelis Technologies, Inc. at a special meeting held on February 6, 2026. The merger agreement proposal received 53,408,907 votes for, 469,828 against and 10,875 abstentions, satisfying the required majority of outstanding shares.
As of the December 26, 2025 record date, 60,297,087 shares were outstanding, with 53,889,610 shares, or about 89.37% of voting power, present to constitute a quorum. Completion of the merger still requires remaining customary closing conditions, including final regulatory approval from China’s State Administration for Market Regulation, and is expected in the second half of 2026.
Veeco Instruments Inc. reports two Laser Annealing system shipments to China, totaling approximately $15 million in revenue, are being held at the Port of San Francisco by U.S. Customs and Border Protection and the Bureau of Industry and Security. Although title and risk of loss have passed to customers, Veeco has not recognized this revenue because it cannot yet conclude that a significant reversal is unlikely.
The company states that if the uncertainty is not resolved before issuing its financial statements for the year ended December 31, 2025, this revenue may not be recognized for that period, which would cause revenue to fall below previously communicated revenue and earnings per share guidance for the fourth quarter. Veeco also notes progress on its planned merger with Axcelis Technologies, Inc., including a no further action letter from the United Kingdom Investment Security Unit and waiver of certain Swedish screening conditions, with final Chinese regulatory approval and shareholder votes still pending.
Veeco Instruments Inc. furnished its third‑quarter 2025 results, posting a press release and conference call presentation as Exhibits 99.1 and 99.2. The company also outlined next steps for a proposed merger with Axcelis Technologies, Inc., under which a wholly owned Axcelis subsidiary would merge into Veeco and Veeco would survive as a wholly owned subsidiary of Axcelis.
Axcelis plans to file a Form S‑4 that will include a joint proxy statement/prospectus for the shares to be issued in the transaction. The merger remains subject to regulatory and stockholder approvals and other closing conditions. The filing includes forward‑looking statements highlighting risks around approvals, integration, costs, and potential impacts on customers, suppliers, and employees.
Veeco Instruments Inc. filed a current report describing a new U.S. export control rule affecting certain China-related business. On September 29, 2025, the U.S. Department of Commerce’s Bureau of Industry and Security issued the so‑called Affiliates Rule, which expands the list of companies subject to U.S. list-based export restrictions. This rule will limit manufacturers’ ability to export certain products and provide specific parts and services to some China-based customers without a license.
After a preliminary review, Veeco states that it does not expect the Affiliates Rule to have a material impact on its currently anticipated China-based business. The company also clarifies that this information is being furnished rather than filed under the Exchange Act, which affects how it is treated for certain legal liability purposes.
Veeco Instruments and Axcelis Technologies agreed an Acquisition Agreement dated September 30, 2025 under which Axcelis will acquire Veeco in a merger expected to close in 2026, subject to customary closing conditions. Holders of vested Veeco RSUs will have those awards canceled and receive the Merger Consideration for the shares underlying each vested RSU plus any accrued dividend equivalents in cash. Unvested Veeco RSUs will be assumed by Axcelis and converted into Axcelis RSUs covering whole shares based on the Exchange Ratio, with accrued dividend equivalents preserved. Veeco director RSAs that are not vested will become fully vested and canceled with holders receiving the Merger Consideration. Closing conditions include Nasdaq listing approval for Axcelis stock issuance, expiration/termination of the HSR waiting period, PRC regulatory approval, effectiveness of a Form S-4 registration statement, accuracy of material representations and warranties (subject to exceptions), covenants compliance, and absence of a material adverse effect for each company. The filing also references a Fifth Amendment to Veeco's loan agreement and a joint press release dated October 1, 2025.