The earnings call was largely positive, with record revenue growth and strong performance in high-performance computing and new product launches. These positives were slightly tempered by increased operating expenses and currency fluctuation challenges.

Company Guidance

During the recent earnings call, Camtek provided guidance for the third quarter of 2025, projecting revenues to reach approximately $125 million, which aligns with an annualized run rate of $0.5 billion—a significant milestone for the company. This guidance reflects Camtek's strong market position, particularly in high-performance computing (HPC) applications, which contributed 45% to 50% of total revenue. The company also reported record Q2 2025 revenues of $123.3 million, a 20% year-over-year increase, with a gross margin of around 52%. Operating income reached over $37 million despite increased operating expenses, largely due to high shipping costs related to geopolitical tensions. Camtek anticipates continued growth driven by the adoption of advanced packaging technologies, with its new Hawk and Eagle 5 systems expected to account for 30% of total revenue this year. Additionally, the company is seeing strong momentum and a healthy order flow into the fourth quarter, supported by a robust sales pipeline and ongoing customer engagement.

Record-Breaking Revenue and Growth

Q2 revenues reached $123.3 million, reflecting over 20% growth year-over-year. Gross margin maintained around 52%, contributing to a record operating income of over $37 million.

Strong Performance in High-Performance Computing

High-performance computing applications contributed approximately 45% to 50% of total revenue. Camtek expects Q3 2025 revenue to be approximately $125 million, representing an annualized run rate of $0.5 billion.

Successful Launch and Adoption of New Products

The Hawk and Eagle 5 systems, delivering breakthrough performance, are expected to generate approximately 30% of total revenue this year. The MicroProf metrology system has been successfully adopted by a Tier 1 customer with over 30 systems already installed.

Positive Financial Metrics

Net income for Q2 2025 was $38.8 million or $0.79 per diluted share. Cash, cash equivalents, and marketable securities were $544 million as of June 30, 2025.

Camtek (CAMT) Earnings, Revenues Date & History

The upcoming earnings date is based on a company’s previous reporting, and may be updated when the actual date is announced

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CAMT Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Nov 18, 2025	2025 (Q3)	0.80 / -	0.75	―	―	―
Aug 05, 2025	2025 (Q2)	0.79 / 0.79	0.66	19.70% (+0.13)	―
May 13, 2025	2025 (Q1)	0.77 / 0.79	0.63	25.40% (+0.16)	―
Feb 12, 2025	2024 (Q4)	0.75 / 0.77	0.57	35.09% (+0.20)	―
Nov 12, 2024	2024 (Q3)	0.69 / 0.75	0.51	47.06% (+0.24)	―
Aug 01, 2024	2024 (Q2)	0.64 / 0.66	0.45	46.67% (+0.21)	―
May 09, 2024	2024 (Q1)	0.57 / 0.63	0.42	50.00% (+0.21)	―
Feb 20, 2024	2023 (Q4)	0.53 / 0.57	0.5	14.00% (+0.07)	―
Nov 14, 2023	2023 (Q3)	0.48 / 0.51	0.48	6.25% (+0.03)
Jul 31, 2023	2023 (Q2)	0.42 / 0.45	0.46	-2.17% (-0.01)

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
Aug 05, 2025	$96.77	$88.35	-8.70%
May 13, 2025	$69.20	$68.61	-0.85%
Feb 12, 2025	$87.40	$87.08	-0.37%
Nov 12, 2024	$78.70	$84.76	+7.70%

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 Nov 18, 2025, Before Open (Confirmed).

What is Camtek Ltd (CAMT) earnings time?

Camtek Ltd (CAMT) earnings time is at Nov 18, 2025, 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 2025 (Q3) is 0.8.

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