Camtek (IL:CAMT)
NASDAQ:CAMT
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Earnings Data
Report Date
Aug 05, 2026Before Open (Confirmed)
Period Ending
2026 (Q2)Consensus EPS Forecast
221.46Last Year’s EPS
230.2Same Quarter Last Year
Moderate Buy
Based on 13 Analysts Ratings
Earnings Call Summary
Earnings Call Sentiment|Positive
The call conveyed strong optimism driven by record order intake, a large disclosed HBM contract (> $260M across 2026–2027), robust AI-driven revenue mix (~50%), growing adoption of new platforms (Eagle G5 and Hawk) and the strategic acquisition of Visual Layer. These positives are balanced against near-term profitability and cash-generation pressures driven by higher operating expenses, a YoY decline in net income, a sharp rise in accounts receivable, supply-chain/component cost pressures and some China competition/timing risks. Management expects margins and revenue to improve in the second half of 2026, and the strong balance sheet ($850M) supports execution of the growth plan.Company Guidance
Strong Order Intake and Large HBM Contract
Management reported an 'unprecedented' start to the year in incoming orders and disclosed orders/forecasts from two HBM manufacturers representing expected revenue exceeding $260 million for 2026 and 2027, strengthening backlog and multi-year visibility.
Solid Q1 Revenue and Profitability
First quarter revenue of $121.7 million (slightly above guidance and slightly above Q1 2025). Gross margin was 51% and operating income was $31.1 million.
High AI Exposure and Product Momentum
Approximately 50% of revenue was driven by AI-related products and another 20% from advanced packaging applications. New systems Eagle G5 and Hawk represented 30% of revenue last year and management expects revenue from this platform to double in 2026 (targeting ~100% growth vs. last year).
Strategic AI Acquisition and Integration
Acquisition of Visual Layer was closed and integration is underway; company expects to embed Visual Layer AI capabilities across products and to offer AI-based software packages to the installed base, with management expecting revenue contribution from these AI capabilities in the second half of 2026.
Strong Balance Sheet and Liquidity
Cash and cash equivalents, including deposits and marketable securities, remain strong at $850 million as of March 31, 2026, providing runway to support growth and investments.
Positive Near-Term Guidance and H2 Upside
Revenue guidance for Q2 is $129 million to $131 million (implying roughly a 6%–7.6% increase vs Q1). Management expects second-half 2026 revenues to be over 25% higher than the first half and sees potential additional upside based on timing of orders and deliveries.
Manageable Lead Times and Supply Preparedness
Company reports lead times of ~3 months for Eagle and 3–6 months for Hawk and says inventory ramp and supply chain planning give flexibility to meet substantial incremental demand.
IL: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
IL:CAMT Earnings-Related Price Changes
Report Date | Price 1 Day Before | Price 1 Day After | Percentage Change |
|---|---|---|---|
May 12, 2026 | 60770.00 | 52890.00 | -12.97% |
Feb 18, 2026 | 48300.00 | 50260.00 | +4.06% |
Nov 10, 2025 | 37960.00 | 35700.00 | -5.95% |
Aug 05, 2025 | 33300.00 | 31310.00 | -5.98% |
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 (IL:CAMT) report earnings?
Camtek (IL:CAMT) is schdueled to report earning on Aug 05, 2026, Before Open (Confirmed).
What is Camtek (IL:CAMT) earnings time?
Camtek (IL:CAMT) earnings time is at Aug 05, 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 the P/E ratio of Camtek stock?
The P/E ratio of Camtek is N/A.
What is IL:CAMT EPS forecast?
IL:CAMT EPS forecast for the fiscal quarter 2026 (Q2) is 221.46.