Revenue and Earnings Exceed Expectations
Revenue for the fourth fiscal quarter was $177.6 million, exceeding guidance. GAAP earnings per share were $0.12 and non-GAAP earnings per share were $0.28.
Growth in General Semiconductor and Memory Markets
General semiconductor revenue increased by 24% sequentially, and memory-related revenue increased by nearly 60% sequentially, supported by technology and capacity needs.
Strong Utilization Rates
Utilization rates for high-volume general semiconductor and memory applications are over 80%, with memory utilization rates reaching 82-83%.
Advanced Packaging and Dispense Initiatives
Introduction of ACELON, a new dispense system, and preparation to ship the first HBM system in December, supporting growth in advanced packaging and dispense solutions.
Share Repurchase Program
Deployed $16.7 million to repurchase 464,000 shares in the September quarter, and repurchased 2.4 million shares over fiscal 2025, representing nearly 5% of shares outstanding.