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Veeco Instruments Inc (VECO)
:VECO
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Veeco (VECO) Earnings Dates, Call Summary & Reports

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Earnings Data

Report Date
Feb 18, 2026
Before Open (Confirmed)
Period Ending
2025 (Q4)
Consensus EPS Forecast
0.27
Last Year’s EPS
0.41
Same Quarter Last Year
Moderate Buy
Based on 5 Analysts Ratings

Earnings Call Summary

Q3 2025
Earnings Call Date:Nov 05, 2025|
% Change Since:
|
Earnings Call Sentiment|Neutral
Veeco's earnings call reflects strong execution with revenue and earnings exceeding expectations and positive momentum from the pending merger with Axcelis Technologies. However, some segments like semiconductor and compound semiconductor experienced revenue declines, and future gross margin is expected to decrease due to product mix changes.
Company Guidance
During the Veeco Q3 2025 earnings call, the company provided guidance for the upcoming quarter and insights into its strategic initiatives. Veeco reported Q3 revenue of $166 million, surpassing the midpoint of their prior guidance. Non-GAAP operating income was $23 million, with non-GAAP diluted earnings per share at $0.36, exceeding the prior guidance midpoint of $0.28. For Q4 2025, revenue is expected to range between $155 million and $175 million, with gross margins anticipated between 37% and 39%. Operating expenses are projected at approximately $48 million, with net income between $10 million and $19 million, resulting in diluted EPS of $0.16 to $0.32 on 62 million shares. The company highlighted ongoing demand in semiconductor technologies driven by AI and high-performance computing, with significant growth expected in advanced packaging. Veeco also discussed the pending merger with Axcelis Technologies, projecting a combined served available market of over $5 billion on a pro forma 2024 basis and emphasizing potential synergies, including a broader product portfolio, increased R&D scale, and improved financial foundation with over $900 million in combined cash.
Revenue and Earnings Exceed Expectations
Q3 2025 revenue was $166 million, exceeding the midpoint of prior guidance of $160 million. Non-GAAP diluted EPS was $0.36, above the prior guidance midpoint of $0.28.
Merger with Axcelis Technologies
Veeco announced a definitive agreement to combine with Axcelis Technologies in an all-stock transaction, aiming to create a leading semiconductor equipment company with a combined served available market of over $5 billion on a pro forma 2024 basis.
Strong Demand in Semiconductor Technologies
Continued healthy demand in gate-all-around, high-bandwidth memory, and advanced packaging, driven by investments in AI and high-performance computing.
Significant Growth in Advanced Packaging
Orders for advanced packaging wet processing and lithography systems increased, driven by demand from AI-related markets.
Cash Position and Financial Foundation
Veeco ended the quarter with cash and short-term investments of $369 million, providing a strong operating profile and financial foundation.

Veeco (VECO) 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

VECO Earnings History

Report Date
Fiscal Quarter
Forecast / EPS
Last Year's EPS
EPS YoY Change
Press Release
Slides
Play Transcript
Feb 18, 2026
2025 (Q4)
0.27 / -
0.41
Nov 05, 2025
2025 (Q3)
0.28 / 0.36
0.46-21.74% (-0.10)
Aug 06, 2025
2025 (Q2)
0.23 / 0.36
0.42-14.29% (-0.06)
May 07, 2025
2025 (Q1)
0.32 / 0.37
0.45-17.78% (-0.08)
Feb 12, 2025
2024 (Q4)
0.40 / 0.41
0.51-19.61% (-0.10)
Nov 06, 2024
2024 (Q3)
0.45 / 0.46
0.53-13.21% (-0.07)
Aug 06, 2024
2024 (Q2)
0.43 / 0.42
0.3616.67% (+0.06)
May 07, 2024
2024 (Q1)
0.41 / 0.45
0.350.00% (+0.15)
Feb 14, 2024
2023 (Q4)
0.42 / 0.51
0.3834.21% (+0.13)
Nov 06, 2023
2023 (Q3)
0.37 / 0.53
0.4517.78% (+0.08)
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

VECO Earnings-Related Price Changes

Report Date
Price 1 Day Before
Price 1 Day After
Percentage Change
Nov 05, 2025
$29.45$29.15-1.02%
Aug 06, 2025
$19.94$22.94+15.05%
May 07, 2025
$18.89$19.90+5.35%
Feb 12, 2025
$23.64$24.27+2.66%
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 Veeco Instruments Inc (VECO) report earnings?
Veeco Instruments Inc (VECO) is schdueled to report earning on Feb 18, 2026, Before Open (Confirmed).
    What is Veeco Instruments Inc (VECO) earnings time?
    Veeco Instruments Inc (VECO) earnings time is at Feb 18, 2026, 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 VECO EPS forecast?
          VECO EPS forecast for the fiscal quarter 2025 (Q4) is 0.27.
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