Q2 FY2026 EarningsQ2 FY26 results beat consensus across the board, with revenue reaching $193.5M vs. the $178.5M expected and Normalized EPS of $0.33 exceeding the $0.28 mean estimate. GAAP Gross Margin of 38.7% was slightly below the 39.0% consensus, but Non-GAAP Gross Margin reached 39.5%. Management provided robust Q3 FY26 revenue guidance of $200M-$220M, well above current market trajectories, driven by rapid AI-related demand and visibility extending into 2027.
Financial report interval: 2026.03.30 - 2026.06.30
Overview: Veeco Instruments(VECO) the Revenue is 193.48 M (+16.48%), Beat estimate;the EBIT is 11.85 M (-4.18%), Beat estimate;the EPS is 0.18 (-10%), Beat estimate.
Actual
YoY
Estimate
YoY
Vs estimate
YoY
RevenueExceed expectations
0.19B16.48%
0.18B7.45%
+0.01B9.03%
EBITExceed expectations
0.01B4.18%
0.01B13.08%
+0.00B8.90%
EPSExceed expectations
0.1810.00%
0.10547.50%
+0.075037.50%
Revenue
ActualEstimateUnit: USD
qf
EBIT
ActualEstimateUnit: USD
qf
Net income
ActualEstimateUnit: USD
qf
EPS
ActualEstimateUnit: USD
qf