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Jun 30, 2025
Camtek Q2 2025 Earnings Report
Camtek reported record results in Q2 2025 with double-digit revenue and profit growth.
Key Takeaways
Camtek delivered record revenue of $123.3 million and strong profitability in Q2 2025, driven by demand in high-performance computing and AI-related applications. Gross margin improved, and both GAAP and non-GAAP net income reached new highs.
Revenue reached a record $123.3 million in Q2 2025, up from $102.6 million a year earlier
GAAP net income was $33.7 million with diluted EPS of $0.69
Non-GAAP net income came in at $38.8 million with EPS of $0.79
GAAP gross margin was 50.8%, while non-GAAP gross margin was 51.9%
Forward Guidance
Camtek expects continued revenue growth in Q3 2025, forecasting approximately $125 million in sales and maintaining strong demand in AI-driven high-performance computing applications.
Positive Outlook
- Forecast Q3 2025 revenue of ~$125 million
- Healthy order flow expected into Q4
- Continued strength in AI and HPC demand
- Strong market reception for new Eagle G5 and Hawk systems
- Expected to reach $500M annualized revenue milestone
Challenges Ahead
- No explicit negatives disclosed in the report
- Forward-looking statements subject to global trade and geopolitical risks
- Ongoing challenges related to regional conflicts may impact operations
- High reliance on semiconductor industry cycles
Historical Earnings Impact
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Avg. Return Before/After Earnings
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