Camtek reported record second-quarter 2026 revenue of $133.2 million, an 8% year-over-year increase that surpassed analyst estimates. Non-GAAP diluted EPS of $0.78 also beat expectations, supported by a healthy 51.4% non-GAAP gross margin. Management highlighted significant business momentum, citing record order intake year-to-date and providing aggressive growth guidance for the second half of the year.
Key Highlights
- Record quarterly revenue of $133.2 million beat the analyst consensus of $130.2 million.
- Management issued third-quarter revenue guidance of $158 million to $160 million, representing a 20% sequential increase.
- Total orders received year-to-date reached over $600 million, with deliveries scheduled through 2027.
- Advanced Packaging revenue is projected to grow approximately 70% between the first and fourth quarters of 2026.