Metrology equipment firm Camtek's Q2 revenue beats estimates
Overview
Camtek Q2 2025 revenue rises 20% YoY, beating analyst expectations
Adjusted operating income for Q2 missed analyst estimates, per LSEG data
Company expects Q3 revenue of approximately $125 mln, indicating continued growth
Outlook
Camtek expects Q3 2025 revenue of approximately $125 mln
Company anticipates annual revenue run rate of $500 mln
Camtek sees growth driven by high-performance computing for AI
Company expects demand for next-gen inspection tools to increase
Result Drivers
AI APPLICATIONS - Growth driven by high-performance computing applications for AI, per CEO Rafi Amit
NEW SYSTEMS - Eagle G5 and Hawk systems well-received, contributing to market demand
Key Details
Metric | Beat/Miss | Actual | Consensus Estimate |
Q2 Revenue | Beat | $123.30 mln | $121.60 mln (10 Analysts) |
Q2 Adjusted Net Income | $38.80 mln | ||
Q2 Net Income | $33.70 mln | ||
Q2 Adjusted Operating Income | Miss | $37.40 mln | $37.80 mln (9 Analysts) |
Q2 Operating Cash Flow | $23.50 mln | ||
Q2 Operating Income | $32 mln |
Analyst Coverage
The current average analyst rating on the shares is "buy" and the breakdown of recommendations is 9 "strong buy" or "buy", 1 "hold" and no "sell" or "strong sell"
The average consensus recommendation for the semiconductor equipment & testing peer group is "buy"
Wall Street's median 12-month price target for Camtek Ltd is $85.00, about 13.8% below its August 4 closing price of $96.77
The stock recently traded at 29 times the next 12-month earnings vs. a P/E of 20 three months ago
Press Release: