Camtek Ltd (NASDAQ:CAMT) Reports Mixed Q2 2025 Earnings with Optimistic Q3 Outlook

Camtek Ltd (NASDAQ:CAMT) reported its second-quarter 2025 earnings, delivering mixed results compared to analyst expectations. The semiconductor inspection and metrology equipment manufacturer posted revenue of $123.3 million, slightly below the consensus estimate of $124.1 million. Earnings per share (EPS) came in at $0.79, missing the projected $0.81. Despite the modest shortfall, the company highlighted record results and provided an optimistic outlook for the third quarter.

Key Financial Metrics vs. Estimates

• Revenue: $123.3M (actual) vs. $124.1M (estimated) – a marginal miss of 0.7%.
• EPS: $0.79 (actual) vs. $0.81 (estimated) – a 2.6% shortfall.
• Q3 2025 Guidance: Camtek anticipates revenues of approximately $125 million, which would represent an annualized run rate of $500 million. This outlook aligns closely with analyst expectations of $126.4 million for Q3.

Market Reaction

The stock showed modest pre-market movement, rising just under 1%, suggesting a muted response to the earnings release. Over the past month, shares have gained 8.7%, indicating broader investor confidence despite the slight earnings miss. The lack of a sharp negative reaction may reflect optimism around the company’s forward guidance and its positioning in the semiconductor equipment sector.

Press Release Highlights

• Camtek emphasized record quarterly performance, underscoring strong demand in advanced packaging, memory, and CMOS image sensors.
• The company reiterated its growth trajectory, with Q3 revenue projections reinforcing confidence in sustained momentum.
• No major operational disruptions or downward revisions were noted, maintaining a stable outlook.

Analyst Expectations for Full-Year 2025

• Revenue: Analysts project $498.6 million for the full year.
• EPS: Consensus estimates stand at $3.26.
  Camtek’s Q3 guidance suggests it remains on track to meet or exceed these targets, barring unforeseen macroeconomic or industry headwinds.

For a deeper dive into Camtek’s earnings history and future estimates, visit Camtek’s earnings and estimates page.

Disclaimer: This article is for informational purposes only and does not constitute investment advice.