The earnings call reflected a strong financial performance with record revenues and growth across multiple segments. While there are some challenges, such as the impact of tariffs and market dynamics in China, the highlights significantly outweigh the lowlights, suggesting a positive sentiment.

Company Guidance

In the second quarter of 2025, Nova Limited delivered a record-breaking performance, with revenues reaching $220 million, marking a 3% sequential growth and a 40% year-over-year increase. The company reported blended gross margins of 58% on a GAAP basis and 60% on a non-GAAP basis, surpassing their target model range. Operating margins were 30% GAAP and 34% non-GAAP, exceeding expectations, driven by a favorable product mix. The effective tax rate stood at approximately 15.5%, while GAAP earnings per share were $2.14 and non-GAAP earnings were $2.20. The service business marked its tenth consecutive quarter of revenue growth, increasing 7% sequentially and 31% year-over-year. Looking ahead to the third quarter, Nova expects revenues between $215 million and $227 million, with GAAP EPS ranging from $1.77 to $1.97 and non-GAAP EPS from $2.02 to $2.22. Gross margins are projected to be around 57% GAAP and 59% non-GAAP, with operating expenses slightly increasing. The company remains on track to achieve its strategic goals, particularly in the gate-all-around segment, with an ambitious target of $500 million in cumulative revenue by 2026.

Record-Breaking Revenue and Growth

Nova achieved a record quarterly revenue of $220 million, marking a 3% growth quarter-over-quarter and 40% year-over-year. The first half of 2025 saw a 45% revenue growth compared to the same period last year.

Strong Performance in Metrology Divisions

Record revenue was achieved in the chemical metrology division and service business, with service revenue growing 7% sequentially and 31% year-over-year.

High Gross and Operating Margins

Blended gross margins were 58% on a GAAP basis and 60% on a non-GAAP basis, surpassing the target model range. Operating margins reached 30% on a GAAP basis and 34% on a non-GAAP basis.

Positive Outlook for Gate-All-Around Revenue

Nova is on track to reach $500 million in gate-all-around revenue by the end of 2026, with strong demand and stability in the second half of the year.

Successful Integration of Sentronics

The integration of Sentronics has been successful, contributing to direct sales and expansion into various territories.

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)	2.14 / -	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
Aug 07, 2025	$257.71	$262.57	+1.89%
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%

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 (NVMI) report earnings?

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

What is Nova (NVMI) earnings time?

Nova (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 2.14.

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