🔴 Camtek is trading 4.4% down today after second-quarter GAAP net income fell 31%

Camtek is trading 4.4% down now at $148.51 after August 10, 2026 earnings showed strong revenue and guidance but weaker GAAP profitability.

• Second-quarter revenue rose 8% to $133.2 million; GAAP net income fell 31% to $23.3 million, and diluted EPS declined to $0.46 from $0.69.
• Management forecast third-quarter revenue of $158 million–$160 million and over 30% second-half growth, supported by approximately $600 million in orders.
• The market appears focused on margin and earnings-quality concerns.