Recent 8-K filings for VECO

• 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 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 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.

• 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).

• 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