Education
About Us
Working with TipRanks
Follow Us
Camtek Ltd (CAMT)
NASDAQ:CAMT
Earnings Data
Report Date
May 07, 2026Before Open (Confirmed)
Period Ending
2026 (Q1)Consensus EPS Forecast
0.68Last Year’s EPS
0.79Same Quarter Last Year
Moderate Buy
Based on 12 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
Overall the call was constructive: the company reported record quarterly and annual revenue, healthy gross margins (~51%), improved net income and a strong cash position with meaningful working capital improvements. Product adoption (Hawk and Eagle Gen 5), a $25M IDM order (part of ~$45M from that customer), an expanding backlog and confidence in double-digit growth for 2026 are strong positives. The primary near-term risks are a slow start to 2026 with Q1 revenue guidance below Q4, modest quarter-over-quarter operating margin compression, expected higher OpEx in H1 for R&D, and high revenue concentration in Asia. On balance, the positive operational and financial indicators and strong product momentum outweigh the near-term timing and expense headwinds.Company Guidance
Record Quarterly and Annual Revenue
Q4 revenue reached a quarterly record of $128.1M, up 9% year-over-year. Full-year revenue was $496.9M, up 16% YoY and reaching the milestone of ~$0.5B in revenues.
Strong Profitability and Margins
Q4 gross margin was ~51.1% (vs 50.6% in Q4 2024) and full-year gross margin was 51.6%. Full-year operating margin was ~30% (similar to 2024). Q4 operating profit was $36.7M and operating margin was 28.6%.
Improved Net Income and EPS
Q4 net income was $40.7M, up from $37.7M a year ago (≈+8%), and diluted EPS was $0.81 vs $0.77 in Q4 2024 (≈+5%).
Very Strong Cash Position and Cash Generation
Cash, short- and long-term deposits and marketable securities were $851.1M at Dec 31, 2025 (up from $794M in prior quarter, ≈+7%). Q4 generated $61.2M of cash from operations.
Working Capital Improvement
Accounts receivable decreased by $22M to $90.8M (down ~19.6% vs prior quarter). Days sales outstanding improved from 81 days to 65 days (~19.8% improvement). Inventory was reduced by $50M from prior elevated levels.
Product Adoption and Revenue Mix Favorable to AI
Approximately 50% of full-year revenue was AI-related products and 20% from other advanced packaging. Hawk and Eagle Gen 5 (launched ~1 year ago) delivered dozens of installations; Hawk and G5 accounted for ~30% of revenues this year and management expects at least 50% in 2026.
Meaningful Order Wins and Backlog Improvement
Announced a $25M order from an IDM for multiple Hawk systems, bringing that customer's total orders to roughly $45M. Management reports significantly increased order flow, a growing backlog and stronger pipeline visibility for 2H26.
Positioning in HBM4 and 3D Metrology
Company positions itself as a reference tool for 3D metrology among major players and expects to benefit from the transition to HBM4 (more metrology-intensive) and to expand 2D inspection market share in 2026.
Operational Readiness and Capacity Expansion
Management states current operational capacity exceeds prior public estimates (cited >$700M capacity), supply chain and inventory optimized, and planned capacity expansion in Europe expected late 2026 to support growth.
CAMT Earnings History
The table shows recent earnings report dates and whether the forecast was beat or missed. See the change in forecast and EPS from the previous year.
Beat
Missed
CAMT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
Feb 18, 2026 | $157.00 | $157.54 | +0.34% |
Nov 10, 2025 | $119.12 | $111.20 | -6.65% |
Aug 05, 2025 | $96.77 | $88.35 | -8.70% |
May 13, 2025 | $69.20 | $68.61 | -0.85% |
Earnings announcements can affect a stock’s price. This table shows the stock's price the day before and the day after recent earnings reports, including the percentage change.
FAQ
When does Camtek Ltd (CAMT) report earnings?
Camtek Ltd (CAMT) is schdueled to report earning on May 07, 2026, Before Open (Confirmed).
What is Camtek Ltd (CAMT) earnings time?
Camtek Ltd (CAMT) earnings time is at May 07, 2026, Before Open (Confirmed).
Where can I see when companies are reporting earnings?
You can see which companies are reporting today on our designated earnings calendar.
What companies are reporting earnings today?
You can see a list of the companies which are reporting today on TipRanks earnings calendar.
What is CAMT EPS forecast?
CAMT EPS forecast for the fiscal quarter 2026 (Q1) is 0.68.