secwatch.observer — SEC 8-K summary
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Issuer:     VEECO INSTRUMENTS INC (VECO)
CIK:        0000103145
Form:       8-K
Filed at:   2025-11-05T23:59:59+00:00
Accession:  0001104659-25-107012
Event type: earnings
Sentiment:  negative
Materiality: 0.70
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/103145/000110465925107012/0001104659-25-107012-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/103145/000110465925107012/veco-20251105x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-25-107012

License: Source filings: public domain (SEC EDGAR). Summaries (headline + bullets): CC-BY-4.0; attribute https://secwatch.observer