Recent 8-K filings for VECO

• May 7, 2026, 7:59 PM ET other material materiality 0.15 neutral item 5.07

  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.

• May 5, 2026, 7:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01 ◈ Earnings Releases

  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.

• February 25, 2026, 6:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  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).

• February 6, 2026, 6:59 PM ET M&A materiality 0.80 positive item 5.07item 7.01item 9.01

  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.

• February 2, 2026, 6:59 PM ET other material materiality 0.85 negative item 8.01

  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.

• January 28, 2026, 6:59 PM ET litigation materiality 0.65 negative item 8.01

  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.

• November 5, 2025, 6:59 PM ET earnings materiality 0.70 negative item 2.02item 9.01

  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).

• October 7, 2025, 7:59 PM ET regulatory materiality 0.50 neutral item 7.01

  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.

• October 1, 2025, 7:59 PM ET M&A materiality 0.95 neutral item 1.01item 8.01item 9.01

  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%.

• August 6, 2025, 7:59 PM ET earnings materiality 0.70 neutral item 2.02item 9.01

  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.

• June 17, 2025, 7:59 PM ET debt materiality 0.60 positive item 1.01item 2.03item 9.01 ◈ Debt Financings

  Veeco ups revolver to $250M, extends maturity to 2030, lowers pricing, loosens covenant

  Senior secured revolver increased by $25M to $250M maximum principal.

• May 15, 2025, 7:59 PM ET debt materiality 0.55 positive item 3.02item 7.01item 9.01

  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.

• May 8, 2025, 7:59 PM ET other materiality 0.10 neutral item 5.07

  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.

• May 7, 2025, 7:59 PM ET earnings materiality 0.65 negative item 2.02item 9.01

  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).

• February 12, 2025, 6:59 PM ET earnings materiality 0.60 neutral item 2.02item 9.01

  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.

• December 4, 2024, 6:59 PM ET regulatory materiality 0.50 neutral item 7.01

  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.

• November 6, 2024, 6:59 PM ET earnings materiality 0.65 neutral item 2.02item 9.01

  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.

• August 6, 2024, 7:59 PM ET earnings materiality 0.75 positive item 2.02item 9.01

  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).

• August 2, 2024, 7:59 PM ET debt materiality 0.55 neutral item 1.01item 2.03item 9.01

  Veeco Instruments increases revolving credit facility by $75M to $225M

  Senior secured revolving credit facility increased by $75M to $225M aggregate principal.

• May 10, 2024, 7:59 PM ET other materiality 0.15 neutral item 5.07 ◈ Shareholder Votes ×4

  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.

• May 7, 2024, 7:59 PM ET earnings materiality 0.65 positive item 2.02item 9.01 ◈ Earnings Releases

  Veeco posts Q1 revenue $174.5M (+14% YoY); GAAP EPS $0.37, non-GAAP $0.45; guides Q2 revenue $165-185M

  Revenue $174.5M vs $153.5M YoY; GAAP net income $21.9M ($0.37 EPS) vs $8.7M ($0.17) YoY.

• February 14, 2024, 6:59 PM ET earnings materiality 0.60 positive item 2.02item 9.01 ◈ Earnings Releases

  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).

Earnings & guidance

Materiality & sentiment trend

Max materiality 0.95 · Median 0.65 · Most common event earnings

6 positive 6 negative 10 neutral

source · VECO on sec.gov