Camtek's earnings call highlighted significant growth in revenue and strong performance in high-performance computing applications. The launch of new systems and successful product adoption bolster future prospects. However, increased operating expenses and uncertainties in the Chinese market pose challenges.

Company Guidance -

Q3 2025

During the recent call, Camtek provided an optimistic outlook, highlighting their strong performance in the second quarter with record revenues of $123.3 million, marking over 20% growth year-over-year. The company's gross margin remained robust at 51.9%, resulting in an operating income of $37.4 million. High-performance computing (HPC) applications were a significant revenue contributor, accounting for approximately 45% to 50% of total revenue, while advanced packaging applications represented about 20%. Looking forward, Camtek anticipates continued momentum into the third quarter with expected revenues of $125 million, aligning with an annualized run rate of $0.5 billion. The company is experiencing a shift in CoWoS-like production towards OSATs, which is advantageous given Camtek's market position. Additionally, Camtek is witnessing strong customer reception for its Hawk and Eagle 5 systems, which are expected to contribute 30% of total revenue this year. The company also noted positive developments in their metrology segment, with successful adoption of MicroProf metrology systems by a Tier 1 customer. Camtek remains focused on capturing growth opportunities within the evolving advanced packaging market, particularly those supporting AI applications.

Record-Breaking Revenue and Growth

Camtek concluded the second quarter with revenues reaching $123.3 million, reflecting over 20% growth year-over-year. The company maintained a gross margin of around 52%, contributing to a record operating income of over $37 million.

High-Performance Computing Segment Success

High-performance computing applications contributed approximately 45% to 50% of total revenue. Camtek expects a continued strong momentum and projects Q3 2025 revenue to be approximately $125 million.

Launch of Hawk and Eagle G5 Systems

Camtek launched the Hawk and Eagle 5 systems, which are expected to generate approximately 30% of total revenue this year, with an even larger contribution projected for next year.

Successful Adoption of MicroProf Metrology System

The MicroProf metrology system, originating from the FRT acquisition, has been successfully adopted by a Tier 1 customer for multiple metrology applications, with over 30 systems installed.

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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