earnings
confidence high
sentiment positive
materiality 0.75
Veeco Q2 revenue $193.5M (+16% YoY); raises FY2026 guidance above consensus
VEECO INSTRUMENTS INC
- Revenue $193.5M vs $166.1M YoY; GAAP EPS $0.18, non-GAAP EPS $0.33.
- Q3 2026 guidance: revenue $200-220M, non-GAAP EPS $0.35-0.49.
- FY2026 guidance raised: revenue $780-810M, non-GAAP EPS $1.36-1.61.
- CEO cites AI-driven demand expansion and strong order activity across markets.