Nova Limited reported a robust quarter with record revenue growth and strong market positioning. There were notable advancements in gate-all-around and advanced packaging solutions, and the company successfully expanded its facilities and completed an acquisition. However, macroeconomic uncertainties and tariff impacts pose potential challenges, particularly affecting gross margins and the China market outlook.

Company Guidance -

Q3 2025

During the Nova Limited First Quarter 2025 results conference call, the company reported record performance with revenues reaching $213 million, reflecting a 10% quarter-over-quarter and 50% year-over-year growth. Non-GAAP earnings per share (EPS) increased by 56% year-over-year. The gross margins were reported at 57% on a GAAP basis and 59.6% on a non-GAAP basis, surpassing the target model range of 57% to 60%. Operating expenses were $59 million on a GAAP basis and $53.5 million on a non-GAAP basis. The effective tax rate stood at approximately 15%. The company provided guidance for the second quarter with expected revenues between $210 million and $220 million, and non-GAAP EPS ranging from $1.96 to $2.14. The anticipated gross margins for the second quarter are approximately 56% on a GAAP basis and 58% on a non-GAAP basis. The company also highlighted its strategic positioning in advanced packaging and gate-all-around processes, projecting continued robust demand and market share growth despite macroeconomic uncertainties.

Record Revenue and Profitability

Nova achieved record results with a 50% year-over-year revenue growth and a 56% increase in non-GAAP EPS. The total revenues reached $213 million, marking the fourth consecutive quarter of all-time high revenues.

Strong Market Position

Nova's market share increased significantly in the thin-film and OCD metrology segment, becoming the second-largest vendor. This was validated by the Annual Gartner market share report.

Expansion in Gate-All-Around and Advanced Packaging

Significant revenue increase from gate-all-around and advanced packaging processes, with record sales in standalone solutions like the PRISM platform.

Record Software and Services Growth

The software business achieved record performance, with services revenues growing more than 30% year over year.

Successful Acquisition and Facility Expansion

Completion of the Sentronics acquisition and the opening of a new facility in Germany, doubling the capacity of Nova’s chemical metrology division.

Nova (NVMI) 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

Daily Earnings Calendar >

NVMI Earnings History

Report Date	Fiscal Quarter	Forecast / EPS	Last Year's EPS	EPS YoY Change	Slides	Play Transcript
Oct 30, 2025	2025 (Q3)	2.11 / -	1.74	―	―	―
Aug 07, 2025	2025 (Q2)	2.06 / 2.20	1.61	36.65% (+0.59)
May 08, 2025	2025 (Q1)	2.09 / 2.18	1.39	56.83% (+0.79)
Feb 13, 2025	2024 (Q4)	1.84 / 1.94	1.36	42.65% (+0.58)
Nov 07, 2024	2024 (Q3)	1.68 / 1.74	1.23	41.46% (+0.51)
Aug 08, 2024	2024 (Q2)	1.36 / 1.61	1.06	51.89% (+0.55)
May 09, 2024	2024 (Q1)	1.28 / 1.39	1.23	13.01% (+0.16)
Feb 15, 2024	2023 (Q4)	1.24 / 1.36	1.28	6.25% (+0.08)	―
Nov 09, 2023	2023 (Q3)	1.09 / 1.23	1.24	-0.81% (-0.01)	―
Aug 03, 2023	2023 (Q2)	1.00 / 1.06	1.24	-14.52% (-0.18)	―

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

NVMI Earnings-Related Price Changes

Report Date	Price 1 Day Before	Price 1 Day After	Percentage Change
May 08, 2025	$200.72	$186.75	-6.96%
Feb 13, 2025	$245.43	$269.00	+9.60%
Nov 07, 2024	$191.31	$206.37	+7.87%
Aug 08, 2024	$180.96	$216.22	+19.48%

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 Nova Ltd. (NVMI) report earnings?

Nova Ltd. (NVMI) is schdueled to report earning on Oct 30, 2025, Before Open (Confirmed).

What is Nova Ltd. (NVMI) earnings time?

Nova Ltd. (NVMI) earnings time is at Oct 30, 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 NVMI EPS forecast?

NVMI EPS forecast for the fiscal quarter 2025 (Q3) is 2.11.

Become an Expert with TipRanks Premium

What am I Missing?

Make informed decisions based on Top Analysts' activity

Know what industry insiders are buying

Get actionable alerts from top Wall Street Analysts

Find out before anyone else which stock is going to shoot up

Get powerful stock screeners & detailed portfolio analysis

Subscribe Now See Plans & Pricing