Camtek reports Q2 non-GAAP EPS 79c, consensus 79c

Reports Q2 revenue $123.3M, consensus $121.84M. CEO Rafi Amit commented, “Camtek (CAMT) continues to deliver record performance in 2025, with 20% year-over-year growth in revenues and strong gross margins at around the 52% level, contributing to record quarterly operating income. Our ongoing growth continues to be driven primarily by the high-performance computing applications for AI…The market for advanced packaging solutions that enable AI is projected to grow at a rapid rate in the coming years. We anticipate these new requirements to trigger an industry-wide upgrade cycle, fueling demand for next-generation inspection and metrology tools. Our recently introduced Eagle G5 and Hawk systems are built with a view of these new technological requirements and have, to date, been very well received by the market. Looking ahead, in Q3 we expect to reach our significant milestone and long-term goal of half a billion dollars in revenue, and we continue to have a healthy order flow and pipeline into Q4. Camtek has become a market leader in its domain. We believe that the new packaging technologies represent major growth opportunities for us in the coming years.”