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Sep 30, 2025
Nova Q3 2025 Earnings Report
Nova reported record Q3 2025 results with strong revenue and profit growth driven by advanced logic and memory demand.
Key Takeaways
Nova delivered record quarterly revenue and profits in Q3 2025, fueled by rising demand for advanced DRAM, HBM, and Gate-All-Around logic technologies. Both GAAP and non-GAAP earnings reached new highs as the company remained on track for a record full-year performance.
Revenue reached a record $224.6 million, up 25% YoY.
GAAP Net Income was $61.4 million, or $1.90 per share.
Non-GAAP Net Income was $70 million, or $2.16 per share.
Strong demand from memory and logic device segments supported growth.
Forward Guidance
Nova expects Q4 2025 revenue between $215M–$225M with GAAP EPS of $1.77–$1.95 and non-GAAP EPS of $2.02–$2.20, maintaining strong growth momentum into year-end.
Positive Outlook
- Q4 revenue guidance of $215M–$225M reflects continued strong demand.
- Non-GAAP EPS expected to reach up to $2.20.
- Growth supported by demand in AI and advanced packaging.
- Strong market outlook expected to drive record 2025 performance.
- Continued strength in both memory and logic segments.
Challenges Ahead
- GAAP EPS projected lower than Q3 due to seasonality.
- Operating expenses expected to increase slightly.
- Gross margin could remain pressured below peak levels.
- Currency fluctuations remain a potential headwind.
Historical Earnings Impact
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Avg. Return Before/After Earnings
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