---
schema_version: "secwatch.filing_event.v1"
accession: "0001104659-26-019672"
form_type: "8-K"
ticker: "VECO"
cik: "0000103145"
company_name: "VEECO INSTRUMENTS INC"
filed_at: "2026-02-25T23:59:59+00:00"
generated_at: "2026-05-16T00:02:17.541888+00:00"
event_type: "earnings"
sentiment: "negative"
materiality_score: 0.65
calibrated_materiality_score: 0.65
confidence: "high"
source: SEC EDGAR
---

# Veeco Q4 2025 revenue $165M (-9% YoY); GAAP EPS $0.02 vs $0.26; expects FY26 revenue $740-800M

## Summary
- Q4 revenue $165.0M vs $182.1M YoY; GAAP net income $1.1M ($0.02 diluted EPS) vs $15.0M ($0.26).
- Non-GAAP net income Q4 $14.7M ($0.24 diluted) vs $24.2M ($0.41) YoY.
- Full year 2025 revenue $664.3M vs $717.3M; GAAP EPS $0.59 vs $1.23; Non-GAAP EPS $1.33 vs $1.74.
- Q1 2026 guidance: revenue $150-170M, GAAP EPS ($0.03)-$0.07, Non-GAAP EPS $0.14-0.24.
- CEO cites accelerating bookings, AI/HPC demand, and planned merger with Axcelis for 2026 growth.

## SEC filing metadata
- accession: 0001104659-26-019672
- form_type: 8-K
- ticker: VECO
- cik: 0000103145
- company_name: VEECO INSTRUMENTS INC
- filed_at: 2026-02-25T23:59:59+00:00
- event_type: earnings
- sentiment: negative
- materiality_score: 0.65
- calibrated_materiality_score: 0.65
- confidence: high
- sec_items: 2.02, 9.01
- EDGAR index: https://www.sec.gov/Archives/edgar/data/103145/000110465926019672/0001104659-26-019672-index.htm
- EDGAR primary document: https://www.sec.gov/Archives/edgar/data/103145/000110465926019672/veco-20260225x8k.htm

## Machine-readable alternates
- HTML: https://secwatch.observer/filing/0001104659-26-019672
- JSON: https://secwatch.observer/filing/0001104659-26-019672.json
- Plain text: https://secwatch.observer/filing/0001104659-26-019672.txt

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