---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-25-107012"
form_type: "8-K"
ticker: "VECO"
cik: "0000103145"
company_name: "VEECO INSTRUMENTS INC"
filed_at: "2025-11-05T23:59:59+00:00"
generated_at: "2026-05-17T00:09:16.233009+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.7
calibrated_materiality_score: 0.7
confidence: "high"
source: SEC EDGAR
---

# Veeco Q3 rev down 10% YoY to $165.9M; GAAP EPS $0.17; non-GAAP $0.36; Q4 guide weak

## Summary
- Revenue $165.9M vs $184.8M YoY; GAAP net income $10.6M ($0.17 diluted).
- Non-GAAP net income $21.8M ($0.36 diluted), down from $28.3M ($0.46) YoY.
- MOCVD business won multiple orders for 300mm GaN single wafer and arsenide phosphide batch systems.
- Q4 2025 guidance: revenue $155-175M; GAAP EPS ($0.07)-$0.05; non-GAAP EPS $0.16-0.32.
- Pending merger with Axcelis noted; CEO cites AI/HPC momentum and new product traction.

## SEC filing metadata
- accession: 0001104659-25-107012
- form_type: 8-K
- ticker: VECO
- cik: 0000103145
- company_name: VEECO INSTRUMENTS INC
- filed_at: 2025-11-05T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.7
- calibrated_materiality_score: 0.7
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/103145/000110465925107012/0001104659-25-107012-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/103145/000110465925107012/veco-20251105x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-25-107012
- JSON: https://secwatch.observer/filing/0001104659-25-107012.json
- Plain text: https://secwatch.observer/filing/0001104659-25-107012.txt

This AI-assisted summary is a reading aid. Review the linked SEC EDGAR filing before relying on any specific claim.