Highest-materiality recent filing
Veeco Q2 revenue $193.5M (+16% YoY); raises FY2026 guidance above consensus
Revenue $193.5M vs $166.1M YoY; GAAP EPS $0.18, non-GAAP EPS $0.33.
Veeco shareholders elect directors and approve all proposals at 2026 annual meeting
Elected Kathleen A. Bayless (52.3M for), Gordon Hunter (51.5M for), and Lena Nicolaides (52.1M for) as directors.
Veeco Q1 revenue $158.3M; GAAP EPS ($0.01) loss vs $0.20 profit YoY
Revenue $158.3M, down 5.4% YoY from $167.3M.
Veeco Q4 2025 revenue $165M (-9% YoY); GAAP EPS $0.02 vs $0.26; expects FY26 revenue $740-800M
Q4 revenue $165.0M vs $182.1M YoY; GAAP net income $1.1M ($0.02 diluted EPS) vs $15.0M ($0.26).
Veeco shareholders approve merger with Axcelis; closing subject to China approval
53,408,907 shares (99.0% of votes cast) voted to adopt the merger agreement.
Veeco faces $15M revenue risk from export hold; merger clears UK/Sweden hurdles
Two Laser Annealing systems (≈$15M revenue) shipped to China held by U.S. Customs/BIS; revenue not yet recognized.
Veeco discloses three shareholder lawsuits over merger proxy; voluntarily supplements disclosures
Three complaints filed in NY state courts alleging inadequate proxy disclosures for Veeco-Axcelis merger; plaintiffs seek injunction or rescission.
Veeco Q3 rev down 10% YoY to $165.9M; GAAP EPS $0.17; non-GAAP $0.36; Q4 guide weak
Revenue $165.9M vs $184.8M YoY; GAAP net income $10.6M ($0.17 diluted).
Veeco says new US Commerce Dept China export rule will not materially impact its China business
US Commerce Dept issued Affiliates Rule on Sept 29, 2025, expanding list-based export restrictions.
Veeco to merge with Axcelis in stock-for-stock deal; Veeco holders get 0.3575 Axcelis shares
Exchange ratio 0.3575; Axcelis shareholders to own 58.4%, Veeco 41.6%.
Veeco Q2 revenue $166.1M, GAAP EPS $0.20, Non-GAAP EPS $0.36; Q3 rev guidance $150-170M
Revenue $166.1M vs $175.9M YoY; GAAP net income $11.7M ($0.20 diluted EPS) vs $14.9M ($0.25) YoY.
Veeco ups revolver to $250M, extends maturity to 2030, lowers pricing, loosens covenant
Senior secured revolver increased by $25M to $250M maximum principal.
Veeco exchanges all $25M remaining 3.75% convertible notes for stock and cash
Exchanged $25M aggregate principal of 2027 Convertible Notes for ~1.64M newly issued shares and $5.4M cash.
Veeco shareholders elect three directors, approve equity plan and auditor at annual meeting
Directors elected: Sujeet Chand (48.6M for), William Miller (48.8M for), Thomas St. Dennis (48.7M for); broker non-votes 3.16M each.
Veeco Q1 revenue $167.3M, EPS down YoY; Q2 guides revenue $135-$165M
Q1 revenue $167.3M (from $174.5M YoY); GAAP net income $11.9M ($0.20 EPS) vs $21.9M ($0.37); Non-GAAP net income $22.2M ($0.37) vs $26.4M ($0.45).
Veeco Q4 revenue $182.1M, GAAP EPS $0.26; FY revenue $717.3M, GAAP EPS $1.23; guides Q1 $155-175M
Revenue of $182.1M in Q4, up from $173.9M YoY; full-year $717.3M up from $666.4M.
Veeco says new BIS export rules unlikely to materially impact China business
On Dec 2, 2024, BIS issued interim final rules adding companies to Entity List and restricting semiconductor equipment exports to China.
Veeco Q3: Revenue $184.8M (+4% YoY), GAAP EPS $0.36, Non-GAAP $0.46; Q4 guidance $165-185M
Revenue $184.8M vs $177.4M YoY (+4%); semiconductor revenue record, grew 26% YoY.
Veeco Q2 revenue $175.9M (+8.9% YoY), GAAP swing to profit $0.25 EPS, record Laser Annealing
Revenue $175.9M, up from $161.6M in Q2 2023 (+8.9% YoY).
Veeco Instruments increases revolving credit facility by $75M to $225M
Senior secured revolving credit facility increased by $75M to $225M aggregate principal.
Veeco shareholders elect all director nominees and approve all proposals at 2024 annual meeting
Elect directors D'Amore, Jackson, Raymond: 45.1M, 43.1M, 45.7M 'for' votes respectively.
Revenue $174.5M vs $153.5M YoY; GAAP net income $21.9M ($0.37 EPS) vs $8.7M ($0.17) YoY.
Veeco Q4 revenue $173.9M (+13% YoY), non-GAAP EPS $0.51; guides Q1 $160-180M
Q4 rev $173.9M (+13% YoY); GAAP net income $21.6M ($0.37 EPS); Non-GAAP net income $29.8M ($0.51 EPS).
Veeco Q3 revenue $177.4M, GAAP EPS $0.42, non-GAAP $0.53; Q4 guidance $155-175M
Revenue $177.4M in Q3 2023, up from $171.9M YoY; GAAP net income $24.6M vs $15.0M.
Veeco Q2 revenue $161.6M, GAAP net loss $85.3M from debt refinancing, Non-GAAP EPS $0.36
Revenue $161.6M vs $164.0M YoY; record Semiconductor revenue.
Veeco closes $230M 2.875% convertible notes due 2029; exchanges existing notes
Priced $205M notes plus $25M greenshoe fully exercised; net proceeds of ~$223.3M.
Veeco prices $205M 2.875% convertible notes due 2029; enters Note Exchanges
$205M aggregate principal, 2.875% interest, semiannual payments; matures June 1, 2029.
Veeco announces $200M convertible senior notes offering due 2029
Offers $200M aggregate principal of Convertible Senior Notes due 2029 in private offering to QIBs.
Board reduced from 10 to 9 directors after Peter J. Simone resigned per retirement age policy.
Veeco Q1 revenue $153.5M, GAAP EPS $0.17; guides Q2 rev $145-165M
Revenue $153.5M, down 1.9% YoY from $156.4M; GAAP net income $8.7M vs $13.3M.
Veeco reports Q4 rev $153.8M, GAAP EPS $2.00; FY rev $646.1M; Q1 guidance $130-150M
Q4 GAAP net income $128.9M ($2.00 diluted EPS) vs $8.2M ($0.15) a year ago, boosted by non-recurring items.
Veeco assigns new director Lena Nicolaides to Governance Committee
Appointment effective February 7, 2023, as determined by the Board on that date.
Veeco acquires Epiluvac AB for $30M cash plus $35M earn-out to enter SiC epitaxy market
Acquisition closed Jan 31, 2023; $30M cash at closing with up to $35M in performance-based earn-outs.
Veeco adopts Seventh Amended and Restated Bylaws effective Jan 9, 2023
Bylaws updated to comply with SEC universal proxy rules (Rule 14a-19) for director nominations.
Veeco appoints Dr. Lena Nicolaides to board, expanding to 10 directors
Appointment effective Nov 21, 2022; board increases from 9 to 10 members.
Veeco Q3 2022 revenue $171.9M (+14% YoY); GAAP EPS $0.27, Non-GAAP EPS $0.45
Revenue $171.9M vs $150.2M in Q3 2021; GAAP net income $15.0M ($0.27 diluted EPS) vs $9.0M ($0.17).
Veeco settles shareholder derivative suit; adopts governance reforms, no monetary payment
Court granted preliminary approval of settlement on Sep 12, 2022; final hearing set for Nov 17, 2022.
Veeco Q2 revenue $164M (+12% YoY); GAAP EPS $0.18, non-GAAP $0.35
Revenue $164.0M vs $146.3M YoY; GAAP net income $9.7M ($0.18 diluted EPS) vs $6.3M ($0.12).
Veeco Instruments shareholders elect directors and approve proposals at 2022 annual meeting
Shareholders elected Sujeet Chand (40,239,396 for), William J. Miller (40,242,941 for), and Thomas St. Dennis (35,789,433 for) as directors.
Veeco Q1 rev $156.4M (+17% YoY), GAAP EPS $0.24; semicon sales up 50% YoY
Revenue $156.4M (+17% YoY); GAAP diluted EPS $0.24 vs $0.05; non-GAAP diluted EPS $0.38 vs $0.25
Veeco Q4 revenue $153M, GAAP EPS $0.15, non-GAAP EPS $0.43; guides Q1 rev $145-$165M
Q4 revenue $153.0M, up 10% YoY from $138.9M; GAAP net income $8.2M ($0.15 diluted EPS) vs net loss $0.1M a year ago.
Veeco attending investor conference Jan 11, 2022; presentation content not disclosed
Furnished investor presentation for conference and meetings on January 11, 2022.
Veeco enters $150M senior secured revolving credit facility with HSBC-led syndicate
$150M senior secured revolving credit facility; $15M sublimit for letters of credit.
Veeco repurchases $111.5M of 2.70% convertible notes due 2023, retiring over 80% of maturity
Cash consideration of ~$115.6M plus ~$1.0M accrued interest for $111.5M principal repurchase from Lynrock Lake Master Fund LP.
Veeco Q3 revenue $150.2M (+34% YoY); Non-GAAP EPS $0.40 vs $0.22; Q4 guidance raised
Revenue $150.2M, GAAP net income $9.0M ($0.17 diluted EPS) vs $0.6M ($0.01) in Q3 2020.
Veeco appoints Sujeet Chand to Governance Committee
Board assigned Dr. Chand to Governance Committee effective October 27, 2021.
Veeco appoints Sujeet Chand to Board of Directors, effective Aug 16, 2021
Board increased from 8 to 9 directors; Chand appointed as Class I director until 2022 annual meeting.
Veeco Q2 revenue $146.3M, GAAP EPS $0.12, non-GAAP EPS $0.35; Q3 revenue guidance $135-155M
Revenue $146.3M (+48% YoY from $98.6M); GAAP net income $6.3M vs loss of $8.3M YoY.
Peter J. Simone did not stand for election at the 2023 Annual Meeting and, upon the conclusion of the meeting, he resigned from the Board in accordance with the retirement age provisions in Veeco's Corporate Governance Guidelines.
Effective as of November 21, 2022, Veeco’s Board of Directors voted to increase the size of the Board from nine to ten directors and to appoint Lena Nicolaides, Ph.D., as a Class II director, to hold office until the 2023 Annual Meeting of Stockholders.
On August 13, 2021, Veeco’s Board of Directors voted to increase the size of the Board from eight to nine directors and to appoint Sujeet Chand as a Class I director, to hold office until the 2022 Annual Meeting of Stockholders.
Max materiality 0.95 · Median 0.65 · Most common event earnings