secwatch.observer — SEC 8-K summary
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Issuer:     VEECO INSTRUMENTS INC (VECO)
CIK:        0000103145
Form:       8-K
Filed at:   2026-02-25T23:59:59+00:00
Accession:  0001104659-26-019672
Event type: earnings
Sentiment:  negative
Materiality: 0.65
Item codes: 2.02, 9.01
LLM model:  deepseek-v4-flash:cloud@v2

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

Source:
  EDGAR index:    https://www.sec.gov/Archives/edgar/data/103145/000110465926019672/0001104659-26-019672-index.htm
  Primary doc:    https://www.sec.gov/Archives/edgar/data/103145/000110465926019672/veco-20260225x8k.htm
  HTML page:      https://secwatch.observer/filing/0001104659-26-019672

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